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IAG Wealth Partners’s Navient NAVI Stock Holding History

IAG Wealth 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
Q2 		$28.1K Hold
3,300
– – ﹤0.01% 271
2026
Q1 		$27K Hold
3,300
– – ﹤0.01% 268
2025
Q4 		$42.9K Hold
3,300
– – 0.01% 226
2025
Q3 		$43.4K Hold
3,300
– – 0.01% 227
2025
Q2 		$46.5K Hold
3,300
– – 0.01% 202
2025
Q1 		$41.7K Hold
3,300
– – 0.01% 210
2024
Q4 		$43.9K Hold
3,300
– – 0.01% 202
2024
Q3 		$51.4K Sell
3,300
-112
-3% -$1.72K 0.01% 182
2024
Q2 		$49.7K Buy
+3,412
New +$52.7K 0.01% 177

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

IAG Wealth Partners's NAVI Position: Q2 2026 in Review

IAG Wealth Partners held its Navient (NAVI) position steady in Q2 2026 at 3,300 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

IAG Wealth Partners first reported a position in NAVI in Q2 2024 and has held it in 9 quarters since. The position peaked at $51.4K in Q3 2024. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • IAG Wealth Partners held 3,300 shares of Navient worth $28.1K as of Q2 2026.
  • IAG Wealth Partners left its Navient share count unchanged in Q2 2026.
  • Navient made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • IAG Wealth Partners first reported a position in Navient in Q2 2024 and has held it in 9 quarters since.
  • IAG Wealth Partners's Navient position peaked at $51.4K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.