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 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 $241M AUM 35.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Clearstead Advisors's NAVI Position: Q1 2026 in Review

Clearstead Advisors sold out of Navient (NAVI) in Q1 2026, closing a stake of 4 shares — an estimated $52 sold.

Clearstead Advisors first reported a position in NAVI in Q4 2025 and held it in 1 quarter. The position peaked at $52 in Q4 2025. 243 funds tracked by Wall St. Rank hold NAVI as of Q1 2026.

Clearstead Advisors reported no remaining Navient position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 4 Navient shares in Q1 2026, an estimated $52.
Clearstead Advisors first reported a position in Navient in Q4 2025 and held it in 1 quarter.
Clearstead Advisors's Navient position peaked at $52 in Q4 2025.
243 funds tracked by Wall St. Rank held Navient as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.