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Basecamp Wealth Advisors’s Navient NAVI Stock Holding History

Basecamp Wealth Advisors’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 		$4.18K Buy
491
+62
+14% +$521 ﹤0.01% 1214
2026
Q1 		$3.51K Sell
429
-204
-32% -$2.02K ﹤0.01% 1266
2025
Q4 		$8.23K Buy
+633
New +$7.88K ﹤0.01% 1027

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

Basecamp Wealth Advisors's NAVI Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Navient (NAVI) stake by 14% in Q2 2026, buying an estimated $521 and bringing the position to 491 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Basecamp Wealth Advisors first reported a position in NAVI in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.23K in Q4 2025. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Basecamp Wealth Advisors held 491 shares of Navient worth $4.18K as of Q2 2026.
  • Basecamp Wealth Advisors bought 62 Navient shares in Q2 2026, an estimated $521.
  • Navient made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1214 holding.
  • Basecamp Wealth Advisors first reported a position in Navient in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Navient position peaked at $8.23K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.