Commonwealth Financial Services
NAVI icon

Commonwealth Financial Services’s Navient NAVI Stock Holding History

Commonwealth Financial Services’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
Q3 		$202K Buy
22,223
+10,470
+89% +$94.4K 0.04% 269
2026
Q2 		$100K Buy
+11,753
New +$98.7K 0.01% 310

Other funds holding NAVI

Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Commonwealth Financial Services's NAVI Position: Q3 2026 in Review

Commonwealth Financial Services increased its Navient (NAVI) stake by 89% in Q3 2026, buying an estimated $94.4K and bringing the position to 22,223 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #269.

Commonwealth Financial Services first reported a position in NAVI in Q2 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold NAVI as of Q3 2026.

  • Commonwealth Financial Services held 22,223 shares of Navient worth $202K as of Q3 2026.
  • Commonwealth Financial Services bought 10,470 Navient shares in Q3 2026, an estimated $94.4K.
  • Navient made up 0.04% of Commonwealth Financial Services's portfolio in Q3 2026, its #269 holding.
  • Commonwealth Financial Services first reported a position in Navient in Q2 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Navient as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.