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NAVI icon

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
Q3 		$4.57K Buy
504
+375
+291% +$3.38K ﹤0.01% 1552
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

DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
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
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners's NAVI Position: Q3 2026 in Review

Essential Partners increased its Navient (NAVI) stake by 291% in Q3 2026, buying an estimated $3.38K and bringing the position to 504 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Essential Partners first reported a position in NAVI in Q4 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold NAVI as of Q3 2026.

  • Essential Partners held 504 shares of Navient worth $4.57K as of Q3 2026.
  • Essential Partners bought 375 Navient shares in Q3 2026, an estimated $3.38K.
  • Navient made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1552 holding.
  • Essential Partners first reported a position in Navient in Q4 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Navient as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.