Institute for Wealth Management’s Navient NAVI Stock Holding History

Institute for Wealth Management’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	$24.3K	Buy	+2,860	New	+$24K	﹤0.01%	1068
2020 Q1	–	Sell	-10,906	Closed	-$149K	–	575
2019 Q4	$149K	Sell	10,906 -550	-5%	-$7.4K	0.03%	443
2019 Q3	$147K	Sell	11,456 -1,410	-11%	-$18.8K	0.04%	406
2019 Q2	$176K	Sell	12,866 -1,125	-8%	-$14.7K	0.04%	446
2019 Q1	$162K	Sell	13,991 -500	-3%	-$5.72K	0.04%	425
2018 Q4	$128K	Sell	14,491 -7,875	-35%	-$90.3K	0.05%	252
2018 Q3	$305K	Hold	22,366	–	–	0.1%	188
2018 Q2	$291K	Hold	22,366	–	–	0.09%	197
2018 Q1	$298K	Sell	22,366 -2,548	-10%	-$34.7K	0.09%	233
2017 Q4	$332K	Sell	24,914 -1,602	-6%	-$20.2K	0.08%	288
2017 Q3	$403K	Sell	26,516 -612	-2%	-$8.93K	0.13%	200
2017 Q2	$452K	Buy	+27,128	New	+$409K	0.12%	243

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

Institute for Wealth Management's NAVI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Navient (NAVI) in Q2 2026: 2,860 shares worth $24.3K. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NAVI as recently as Q4 2019.

Institute for Wealth Management first reported a position in NAVI in Q2 2017 and has held it in 12 quarters since. The position peaked at $452K in Q2 2017. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

Institute for Wealth Management held 2,860 shares of Navient worth $24.3K as of Q2 2026.
Navient was a new Institute for Wealth Management position in Q2 2026.
Navient made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1068 holding.
Institute for Wealth Management first reported a position in Navient in Q2 2017 and has held it in 12 quarters since.
Institute for Wealth Management's Navient position peaked at $452K in Q2 2017.
255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.