FFO
NAVI icon

Fortitude Family Office’s Navient NAVI Stock Holding History

Fortitude Family Office’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 		$106K Buy
+11,688
New +$105K 0.02% 251
2024
Q2 		– Sell
-20
Closed -$348 – 1028
2024
Q1 		$348 Sell
20
-147
-88% -$2.48K ﹤0.01% 937
2023
Q4 		$3.11K Buy
+167
New +$2.91K ﹤0.01% 809

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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fortitude Family Office's NAVI Position: Q3 2026 in Review

Fortitude Family Office opened a new position in Navient (NAVI) in Q3 2026: 11,688 shares worth $106K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in NAVI as recently as Q1 2024.

Fortitude Family Office first reported a position in NAVI in Q4 2023 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold NAVI as of Q3 2026.

  • Fortitude Family Office held 11,688 shares of Navient worth $106K as of Q3 2026.
  • Navient was a new Fortitude Family Office position in Q3 2026.
  • Navient made up 0.02% of Fortitude Family Office's portfolio in Q3 2026, its #251 holding.
  • Fortitude Family Office first reported a position in Navient in Q4 2023 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Navient as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.