CJ
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Caitlin John’s Navient NAVI Stock Holding History

Caitlin John’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 		$4.65K Buy
547
+11
+2% +$92 ﹤0.01% 689
2026
Q1 		$4.38K Buy
536
+11
+2% +$109 ﹤0.01% 633
2025
Q4 		$6.83K Buy
525
+6
+1% +$75 ﹤0.01% 592
2025
Q3 		$6.82K Buy
+519
New +$7.05K ﹤0.01% 551
2025
Q1 		– Sell
-501
Closed -$6.66K – 555
2024
Q4 		$6.66K Buy
501
+6
+1% +$90 ﹤0.01% 532
2024
Q3 		$7.56K Buy
495
+5
+1% +$77 ﹤0.01% 519
2024
Q2 		$7.14K Buy
490
+5
+1% +$77 0.01% 506
2024
Q1 		$8.44K Sell
485
-155
-24% -$2.61K 0.01% 482
2023
Q4 		$11.9K Buy
+640
New +$11.2K 0.01% 415

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

Caitlin John's NAVI Position: Q2 2026 in Review

Caitlin John increased its Navient (NAVI) stake by 2.1% in Q2 2026, buying an estimated $92 and bringing the position to 547 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Caitlin John first reported a position in NAVI in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.9K in Q4 2023. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Caitlin John held 547 shares of Navient worth $4.65K as of Q2 2026.
  • Caitlin John bought 11 Navient shares in Q2 2026, an estimated $92.
  • Navient made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #689 holding.
  • Caitlin John first reported a position in Navient in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Navient position peaked at $11.9K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.