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Callan Family Office’s Navient NAVI Stock Holding History

Callan Family Office’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 		$99.9K Sell
11,744
-18,261
-61% -$153K ﹤0.01% 1177
2026
Q1 		$245K Buy
30,005
+17,492
+140% +$173K 0.01% 991
2025
Q4 		$163K Buy
+12,513
New +$156K ﹤0.01% 1065

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 $3.38T AUM 44.17% 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

Callan Family Office's NAVI Position: Q2 2026 in Review

Callan Family Office reduced its Navient (NAVI) stake by 61% in Q2 2026, selling an estimated $153K and leaving 11,744 shares worth $99.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Callan Family Office first reported a position in NAVI in Q4 2025 and has held it in 3 quarters since. The position peaked at $245K in Q1 2026. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Callan Family Office held 11,744 shares of Navient worth $99.9K as of Q2 2026.
  • Callan Family Office sold 18,261 Navient shares in Q2 2026, an estimated $153K.
  • Navient made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1177 holding.
  • Callan Family Office first reported a position in Navient in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Navient position peaked at $245K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.