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Clearstead Advisors’s Navient NAVI Stock Holding History

Clearstead 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 		$486 Buy
+57
New +$479 ﹤0.01% 2931
2026
Q1 		– Sell
-4
Closed -$52 – 2641
2025
Q4 		$52 Buy
+4
New +$50 ﹤0.01% 2601

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

Clearstead Advisors's NAVI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Navient (NAVI) in Q2 2026: 57 shares worth $486. The stake represents ﹤0.01% of the portfolio and ranks #2931 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NAVI as recently as Q4 2025.

Clearstead Advisors first reported a position in NAVI in Q4 2025 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Clearstead Advisors held 57 shares of Navient worth $486 as of Q2 2026.
  • Navient was a new Clearstead Advisors position in Q2 2026.
  • Navient made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2931 holding.
  • Clearstead Advisors first reported a position in Navient in Q4 2025 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.