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Global Financial Private Client’s Navient NAVI Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-15
Closed -$189 – 1100
2025
Q1 		$189 Buy
15
+11
+275% +$150 ﹤0.01% 1534
2024
Q4 		$53 Buy
+4
New +$60 ﹤0.01% 1578

Other funds holding NAVI

SIM
Sherborne Investors Management New York $241M AUM 35.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Financial Private Client's NAVI Position: Q2 2025 in Review

Global Financial Private Client sold out of Navient (NAVI) in Q2 2025, closing a stake of 15 shares — an estimated $189 sold.

Global Financial Private Client first reported a position in NAVI in Q4 2024 and held it in 2 quarters. The position peaked at $189 in Q1 2025. 233 funds tracked by Wall St. Rank hold NAVI as of Q2 2025.

  • Global Financial Private Client reported no remaining Navient position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 15 Navient shares in Q2 2025, an estimated $189.
  • Global Financial Private Client first reported a position in Navient in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Navient position peaked at $189 in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Navient as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.