Cerity Partners
NAVI icon

Cerity Partners’s Navient NAVI Stock Holding History

Cerity Partners’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 		$389K Buy
45,754
+28,048
+158% +$236K ﹤0.01% 2600
2026
Q1 		$145K Buy
+17,706
New +$175K ﹤0.01% 2961
2025
Q1 		– Sell
-31,908
Closed -$496K – 2570
2024
Q4 		$496K Sell
31,908
-6,415
-17% -$95.9K ﹤0.01% 1766
2024
Q3 		$597K Buy
38,323
+17,349
+83% +$267K ﹤0.01% 1673
2024
Q2 		$305K Sell
20,974
-12,646
-38% -$195K ﹤0.01% 1809
2024
Q1 		$585K Buy
+33,620
New +$567K ﹤0.01% 1529

Other funds holding NAVI

SIM
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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

Cerity Partners's NAVI Position: Q2 2026 in Review

Cerity Partners increased its Navient (NAVI) stake by 158% in Q2 2026, buying an estimated $236K and bringing the position to 45,754 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

Cerity Partners first reported a position in NAVI in Q1 2024 and has held it in 6 quarters since. The position peaked at $597K in Q3 2024. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Cerity Partners held 45,754 shares of Navient worth $389K as of Q2 2026.
  • Cerity Partners bought 28,048 Navient shares in Q2 2026, an estimated $236K.
  • Navient made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2600 holding.
  • Cerity Partners first reported a position in Navient in Q1 2024 and has held it in 6 quarters since.
  • Cerity Partners's Navient position peaked at $597K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.