HighTower Advisors’s Navient NAVI Stock Holding History

HighTower 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
2023 Q3	–	Sell	-50	Closed	-$875	–	3692
2023 Q2	$875	Buy	+50	New	+$822	﹤0.01%	3386

Other funds holding NAVI

SIM

Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors's NAVI Position: Q2 2026 in Review

HighTower Advisors sold out of Navient (NAVI) in Q2 2026, closing a stake of 13,619 shares — an estimated $111K sold.

HighTower Advisors first reported a position in NAVI in Q2 2014 and held it in 22 quarters. The position peaked at $1.1M in Q3 2016. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

HighTower Advisors reported no remaining Navient position as of Q2 2026 after selling out during the quarter.
HighTower Advisors sold 13,619 Navient shares in Q2 2026, an estimated $111K.
HighTower Advisors first reported a position in Navient in Q2 2014 and held it in 22 quarters.
HighTower Advisors's Navient position peaked at $1.1M in Q3 2016.
255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.