Capital World Investors’s Navient NAVI Stock Holding History

Capital World Investors’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	-20,000	Closed	-$164K	–	675
2026 Q1	$164K	Hold	20,000	–	–	﹤0.01%	620
2025 Q4	$260K	Hold	20,000	–	–	﹤0.01%	571
2025 Q3	$263K	Hold	20,000	–	–	﹤0.01%	565
2025 Q2	$282K	Hold	20,000	–	–	﹤0.01%	574
2025 Q1	$253K	Hold	20,000	–	–	﹤0.01%	549
2024 Q4	$266K	Hold	20,000	–	–	﹤0.01%	536
2024 Q3	$312K	Hold	20,000	–	–	﹤0.01%	525
2024 Q2	$291K	Hold	20,000	–	–	﹤0.01%	527
2024 Q1	$348K	Hold	20,000	–	–	﹤0.01%	513
2023 Q4	$372K	Hold	20,000	–	–	﹤0.01%	501
2023 Q3	$344K	Hold	20,000	–	–	﹤0.01%	508
2023 Q2	$372K	Sell	20,000 -537,500	-96%	-$8.83M	﹤0.01%	501
2023 Q1	$8.91M	Hold	557,500	–	–	﹤0.01%	467
2022 Q4	$9.17M	Hold	557,500	–	–	﹤0.01%	487
2022 Q3	$8.19M	Hold	557,500	–	–	﹤0.01%	496
2022 Q2	$7.8M	Hold	557,500	–	–	﹤0.01%	499
2022 Q1	$9.5M	Sell	557,500 -237,500	-30%	-$4.36M	﹤0.01%	521
2021 Q4	$16.9M	Hold	795,000	–	–	﹤0.01%	534
2021 Q3	$15.7M	Hold	795,000	–	–	﹤0.01%	541
2021 Q2	$15.4M	Sell	795,000 -475,000	-37%	-$8.15M	﹤0.01%	541
2021 Q1	$18.2M	Hold	1,270,000	–	–	﹤0.01%	519
2020 Q4	$12.5M	Buy	1,270,000 +520,000	+69%	+$4.94M	﹤0.01%	513
2020 Q3	$6.34M	Hold	750,000	–	–	﹤0.01%	524
2020 Q2	$5.27M	Hold	750,000	–	–	﹤0.01%	494
2020 Q1	$5.68M	Buy	+750,000	New	+$8.95M	﹤0.01%	470

Other funds holding NAVI

SIM

Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Capital World Investors's NAVI Position: Q2 2026 in Review

Capital World Investors sold out of Navient (NAVI) in Q2 2026, closing a stake of 20,000 shares — an estimated $164K sold.

Capital World Investors first reported a position in NAVI in Q1 2020 and held it in 25 quarters. The position peaked at $18.2M in Q1 2021. 177 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

Capital World Investors reported no remaining Navient position as of Q2 2026 after selling out during the quarter.
Capital World Investors sold 20,000 Navient shares in Q2 2026, an estimated $164K.
Capital World Investors first reported a position in Navient in Q1 2020 and held it in 25 quarters.
Capital World Investors's Navient position peaked at $18.2M in Q1 2021.
177 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.