EWA
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EverSource Wealth Advisors’s Navient NAVI Stock Holding History

EverSource Wealth Advisors’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 		$22.9K Buy
2,693
+1,180
+78% +$9.91K ﹤0.01% 2333
2026
Q1 		$12.4K Buy
1,513
+219
+17% +$2.17K ﹤0.01% 2796
2025
Q4 		$16.8K Buy
1,294
+232
+22% +$2.89K ﹤0.01% 2499
2025
Q3 		$14K Buy
1,062
+438
+70% +$5.95K ﹤0.01% 2617
2025
Q2 		$8.8K Buy
624
+613
+5,573% +$7.88K ﹤0.01% 2883
2025
Q1 		$139 Sell
11
-35
-76% -$478 ﹤0.01% 3767
2024
Q4 		$611 Hold
46
– – ﹤0.01% 3121
2024
Q3 		$717 Hold
46
– – ﹤0.01% 2786
2024
Q2 		$755 Buy
46
+35
+318% +$541 ﹤0.01% 2794
2024
Q1 		$165 Hold
11
– – ﹤0.01% 2807
2023
Q4 		$205 Hold
11
– – ﹤0.01% 2579
2023
Q3 		$189 Hold
11
– – ﹤0.01% 2443
2023
Q2 		$204 Hold
11
– – ﹤0.01% 2421
2023
Q1 		$176 Buy
+11
New +$192 ﹤0.01% 2310

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

EverSource Wealth Advisors's NAVI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Navient (NAVI) stake by 78% in Q2 2026, buying an estimated $9.91K and bringing the position to 2,693 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

EverSource Wealth Advisors first reported a position in NAVI in Q1 2023 and has held it in 14 quarters since. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • EverSource Wealth Advisors held 2,693 shares of Navient worth $22.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,180 Navient shares in Q2 2026, an estimated $9.91K.
  • Navient made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2333 holding.
  • EverSource Wealth Advisors first reported a position in Navient in Q1 2023 and has held it in 14 quarters since.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.