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Ankerstar Wealth’s Navient NAVI Stock Holding History

Ankerstar Wealth’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340 Buy
+40
New +$336 ﹤0.01% 768
2026
Q1 		– Sell
-14
Closed -$182 – 1040
2025
Q4 		$182 Buy
+14
New +$174 ﹤0.01% 910

Other funds holding NAVI

SIM
Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ankerstar Wealth's NAVI Position: Q2 2026 in Review

Ankerstar Wealth opened a new position in Navient (NAVI) in Q2 2026: 40 shares worth $340. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: Ankerstar Wealth previously reported a position in NAVI as recently as Q4 2025.

Ankerstar Wealth first reported a position in NAVI in Q4 2025 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Ankerstar Wealth held 40 shares of Navient worth $340 as of Q2 2026.
  • Navient was a new Ankerstar Wealth position in Q2 2026.
  • Navient made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #768 holding.
  • Ankerstar Wealth first reported a position in Navient in Q4 2025 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.