CPG
NAVI icon

Cornerstone Planning Group’s Navient NAVI Stock Holding History

Cornerstone Planning Group’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 		$1.35K Buy
157
+1
+0.6% +$8 ﹤0.01% 1417
2026
Q1 		$1.36K Buy
+156
New +$1.54K ﹤0.01% 1377
2025
Q4 		– Sell
-16
Closed -$192 – 1800
2025
Q3 		$192 Sell
16
-51
-76% -$692 ﹤0.01% 1612
2025
Q2 		$838 Buy
67
+51
+319% +$656 ﹤0.01% 1161
2025
Q1 		$185 Buy
+16
New +$219 ﹤0.01% 1469

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cornerstone Planning Group's NAVI Position: Q2 2026 in Review

Cornerstone Planning Group increased its Navient (NAVI) stake by 0.64% in Q2 2026, buying an estimated $8 and bringing the position to 157 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Cornerstone Planning Group first reported a position in NAVI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.36K in Q1 2026. 100 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Cornerstone Planning Group held 157 shares of Navient worth $1.35K as of Q2 2026.
  • Cornerstone Planning Group bought 1 Navient share in Q2 2026, an estimated $8.
  • Navient made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1417 holding.
  • Cornerstone Planning Group first reported a position in Navient in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Navient position peaked at $1.36K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.