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Bell Investment Advisors’s Navient NAVI Stock Holding History

Bell Investment 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 		– Sell
-62
Closed -$508 – 1882
2026
Q1 		$508 Buy
+62
New +$614 ﹤0.01% 1743
2025
Q3 		– Sell
-68
Closed -$959 – 1939
2025
Q2 		$959 Sell
68
-71
-51% -$913 ﹤0.01% 1596
2025
Q1 		$1.76K Hold
139
– – ﹤0.01% 1352
2024
Q4 		$1.85K Sell
139
-108
-44% -$1.61K ﹤0.01% 1363
2024
Q3 		$3.85K Hold
247
– – ﹤0.01% 1069
2024
Q2 		$3.6K Hold
247
– – ﹤0.01% 1086
2024
Q1 		$4.3K Sell
247
-30
-11% -$506 ﹤0.01% 1008
2023
Q4 		$5.16K Hold
277
– – ﹤0.01% 871
2023
Q3 		$4.77K Buy
277
+35
+14% +$630 ﹤0.01% 832
2023
Q2 		$4.5K Sell
242
-2
-0.8% -$33 ﹤0.01% 875
2023
Q1 		$3.9K Sell
244
-1
-0.4% -$17 ﹤0.01% 900
2022
Q4 		$4.03K Buy
245
+66
+37% +$1.04K ﹤0.01% 921
2022
Q3 		$3K Sell
179
-18
-9% -$275 ﹤0.01% 948
2022
Q2 		$3K Buy
+197
New +$3.06K ﹤0.01% 977
2021
Q4 		$4K Buy
211
+102
+94% +$2.06K ﹤0.01% 876
2021
Q3 		$2K Buy
+109
New +$2.34K ﹤0.01% 1109

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

Bell Investment Advisors's NAVI Position: Q2 2026 in Review

Bell Investment Advisors sold out of Navient (NAVI) in Q2 2026, closing a stake of 62 shares — an estimated $508 sold.

Bell Investment Advisors first reported a position in NAVI in Q3 2021 and held it in 16 quarters. The position peaked at $5.16K in Q4 2023. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Bell Investment Advisors reported no remaining Navient position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 62 Navient shares in Q2 2026, an estimated $508.
  • Bell Investment Advisors first reported a position in Navient in Q3 2021 and held it in 16 quarters.
  • Bell Investment Advisors's Navient position peaked at $5.16K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.