IFP Advisors’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.9K | Buy |
223
+36
| +19% | +$302 | ﹤0.01% | 4257 |
|
|
2026
Q1 | $1.53K | Sell |
187
-70
| -27% | -$693 | ﹤0.01% | 4060 |
|
|
2025
Q4 | $3.34K | Sell |
257
-13
| -5% | -$162 | ﹤0.01% | 3626 |
|
|
2025
Q3 | $3.55K | Buy |
270
+34
| +14% | +$462 | ﹤0.01% | 3444 |
|
|
2025
Q2 | $3.64K | Buy |
236
+110
| +87% | +$1.41K | ﹤0.01% | 3593 |
|
|
2025
Q1 | $2.02K | Hold |
126
| – | – | ﹤0.01% | 3144 |
|
|
2024
Q4 | $2.13K | Sell |
126
-17
| -12% | -$254 | ﹤0.01% | 3082 |
|
|
2024
Q3 | $2.23K | Hold |
143
| – | – | ﹤0.01% | 2889 |
|
|
2024
Q2 | $2.08K | Hold |
143
| – | – | ﹤0.01% | 2806 |
|
|
2024
Q1 | $2.49K | Hold |
143
| – | – | ﹤0.01% | 2633 |
|
|
2023
Q4 | $2.66K | Hold |
143
| – | – | ﹤0.01% | 2607 |
|
|
2023
Q3 | $2.46K | Sell |
143
-946
| -87% | -$17K | ﹤0.01% | 2773 |
|
|
2023
Q2 | $20.2K | Buy |
1,089
+610
| +127% | +$10K | ﹤0.01% | 1981 |
|
|
2023
Q1 | $6.85K | Buy |
479
+125
| +35% | +$2.18K | ﹤0.01% | 2439 |
|
|
2022
Q4 | $5K | Sell |
354
-633
| -64% | -$10K | ﹤0.01% | 3794 |
|
|
2022
Q3 | $14K | Buy |
987
+351
| +55% | +$5.36K | ﹤0.01% | 3401 |
|
|
2022
Q2 | $9K | Hold |
636
| – | – | ﹤0.01% | 3471 |
|
|
2022
Q1 | $9K | Sell |
636
-479
| -43% | -$8.79K | ﹤0.01% | 3471 |
|
|
2021
Q4 | $24K | Sell |
1,115
-147
| -12% | -$2.97K | ﹤0.01% | 1869 |
|
|
2021
Q3 | $25K | Buy |
1,262
+1,029
| +442% | +$22.1K | ﹤0.01% | 1889 |
|
|
2021
Q2 | $5K | Hold |
233
| – | – | ﹤0.01% | 2475 |
|
|
2021
Q1 | $3K | Sell |
233
-7,140
| -97% | -$87.9K | ﹤0.01% | 2578 |
|
|
2020
Q4 | $73K | Buy |
7,373
+6,974
| +1,748% | +$66.2K | ﹤0.01% | 1288 |
|
|
2020
Q3 | $3K | Hold |
399
| – | – | ﹤0.01% | 2377 |
|
|
2020
Q2 | $3K | Buy |
399
+47
| +13% | +$350 | ﹤0.01% | 2279 |
|
|
2020
Q1 | $3K | Hold |
352
| – | – | ﹤0.01% | 2256 |
|
|
2019
Q4 | $4K | Sell |
352
-514
| -59% | -$6.92K | ﹤0.01% | 2272 |
|
|
2019
Q3 | $11K | Buy |
+866
| New | +$11.5K | ﹤0.01% | 2030 |
|
|
2019
Q1 | $5K | Sell |
459
-3,351
| -88% | -$38.4K | ﹤0.01% | 1866 |
|
|
2018
Q4 | $34K | Sell |
3,810
-1,727
| -31% | -$19.8K | ﹤0.01% | 1830 |
|
|
2018
Q3 | $75K | Buy |
5,537
+114
| +2% | +$1.54K | ﹤0.01% | 1659 |
|
|
2018
Q2 | $71K | Sell |
5,423
-241
| -4% | -$3.28K | ﹤0.01% | 1703 |
|
|
2018
Q1 | $75K | Hold |
5,664
| – | – | ﹤0.01% | 1555 |
|
|
2017
Q4 | $75K | Sell |
5,664
-5,295
| -48% | -$66.9K | ﹤0.01% | 1567 |
|
|
2017
Q3 | $165K | Sell |
10,959
-514
| -4% | -$7.5K | 0.01% | 1262 |
|
|
2017
Q2 | $191K | Sell |
11,473
-10,367
| -47% | -$156K | 0.01% | 1150 |
|
|
2017
Q1 | $322K | Sell |
21,840
-10,920
| -33% | -$167K | 0.01% | 869 |
|
|
2016
Q4 | $538K | Buy |
32,760
+16,246
| +98% | +$253K | 0.03% | 588 |
|
|
2016
Q3 | $239K | Buy |
16,514
+5,670
| +52% | +$79K | 0.01% | 913 |
|
|
2016
Q2 | $130K | Buy |
10,844
+10,385
| +2,263% | +$132K | 0.01% | 1195 |
|
|
2016
Q1 | $5K | Sell |
459
-9,045
| -95% | -$94.1K | ﹤0.01% | 1865 |
|
|
2015
Q4 | $109K | Buy |
+9,504
| New | +$116K | 0.01% | 1130 |
|
Other funds holding NAVI
SIM
IFP Advisors's NAVI Position: Q2 2026 in Review
IFP Advisors increased its Navient (NAVI) stake by 19% in Q2 2026, buying an estimated $302 and bringing the position to 223 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4257.
IFP Advisors first reported a position in NAVI in Q4 2015 and has held it in 42 quarters since. The position peaked at $538K in Q4 2016. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.
- IFP Advisors held 223 shares of Navient worth $1.9K as of Q2 2026.
- IFP Advisors bought 36 Navient shares in Q2 2026, an estimated $302.
- Navient made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4257 holding.
- IFP Advisors first reported a position in Navient in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Navient position peaked at $538K in Q4 2016.
- 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.