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Cornerstone Financial Management’s Navient NAVI Stock Holding History

Cornerstone Financial Management’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 		$511 Sell
60
-60
-50% -$504 ﹤0.01% 1371
2026
Q1 		$982 Buy
+120
New +$1.19K ﹤0.01% 986

Other funds holding NAVI

SIM
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BlackRock
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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

Cornerstone Financial Management's NAVI Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Navient (NAVI) stake by 50% in Q2 2026, selling an estimated $504 and leaving 60 shares worth $511. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Cornerstone Financial Management first reported a position in NAVI in Q1 2026 and has held it in 2 quarters since. The position peaked at $982 in Q1 2026. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Cornerstone Financial Management held 60 shares of Navient worth $511 as of Q2 2026.
  • Cornerstone Financial Management sold 60 Navient shares in Q2 2026, an estimated $504.
  • Navient made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1371 holding.
  • Cornerstone Financial Management first reported a position in Navient in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Financial Management's Navient position peaked at $982 in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.