IFS Advisors’s Navient NAVI Stock Holding History

IFS 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
2025 Q2	–	Sell	-300	Closed	-$3.79K	–	192
2025 Q1	$3.79K	Hold	300	–	–	﹤0.01%	134
2024 Q4	$3.99K	Buy	+300	New	+$4.49K	﹤0.01%	122

Other funds holding NAVI

SIM

Sherborne Investors Management New York $241M AUM 35.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IFS Advisors's NAVI Position: Q2 2025 in Review

IFS Advisors sold out of Navient (NAVI) in Q2 2025, closing a stake of 300 shares — an estimated $3.79K sold.

IFS Advisors first reported a position in NAVI in Q4 2024 and held it in 2 quarters. The position peaked at $3.99K in Q4 2024. 233 funds tracked by Wall St. Rank hold NAVI as of Q2 2025.

IFS Advisors reported no remaining Navient position as of Q2 2025 after selling out during the quarter.
IFS Advisors sold 300 Navient shares in Q2 2025, an estimated $3.79K.
IFS Advisors first reported a position in Navient in Q4 2024 and held it in 2 quarters.
IFS Advisors's Navient position peaked at $3.99K in Q4 2024.
233 funds tracked by Wall St. Rank held Navient as of Q2 2025.

Based on IFS Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.