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Essential Partners’s Navient NAVI Stock Holding History

Essential Partners’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 		$1.1K Buy
129
+109
+545% +$916 ﹤0.01% 2202
2026
Q1 		$164 Sell
20
-57
-74% -$564 ﹤0.01% 2646
2025
Q4 		$1K Buy
+77
New +$958 ﹤0.01% 2030

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 $3.37T 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

Essential Partners's NAVI Position: Q2 2026 in Review

Essential Partners increased its Navient (NAVI) stake by 545% in Q2 2026, buying an estimated $916 and bringing the position to 129 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Essential Partners first reported a position in NAVI in Q4 2025 and has held it in 3 quarters since. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Essential Partners held 129 shares of Navient worth $1.1K as of Q2 2026.
  • Essential Partners bought 109 Navient shares in Q2 2026, an estimated $916.
  • Navient made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2202 holding.
  • Essential Partners first reported a position in Navient in Q4 2025 and has held it in 3 quarters since.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.