IPS
NAVI icon

Investors Portfolio Services’s Navient NAVI Stock Holding History

Investors Portfolio Services’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 		$170 Sell
20
-64
-76% -$538 ﹤0.01% 657
2026
Q1 		$675 Buy
+84
New +$831 ﹤0.01% 443

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

Investors Portfolio Services's NAVI Position: Q2 2026 in Review

Investors Portfolio Services reduced its Navient (NAVI) stake by 76% in Q2 2026, selling an estimated $538 and leaving 20 shares worth $170. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Investors Portfolio Services first reported a position in NAVI in Q1 2026 and has held it in 2 quarters since. The position peaked at $675 in Q1 2026. 254 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Investors Portfolio Services held 20 shares of Navient worth $170 as of Q2 2026.
  • Investors Portfolio Services sold 64 Navient shares in Q2 2026, an estimated $538.
  • Navient made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #657 holding.
  • Investors Portfolio Services first reported a position in Navient in Q1 2026 and has held it in 2 quarters since.
  • Investors Portfolio Services's Navient position peaked at $675 in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.