JWA
NAVI icon

JFS Wealth Advisors’s Navient NAVI Stock Holding History

JFS Wealth 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
-65
Closed -$821 – 1939
2025
Q1 		$821 Hold
65
– – ﹤0.01% 1683
2024
Q4 		$864 Sell
65
-61
-48% -$912 ﹤0.01% 1701
2024
Q3 		$1.97K Buy
126
+4
+3% +$62 ﹤0.01% 1500
2024
Q2 		$1.78K Sell
122
-36
-23% -$556 ﹤0.01% 1478
2024
Q1 		$2.75K Buy
158
+10
+7% +$169 ﹤0.01% 1326
2023
Q4 		$2.76K Sell
148
-8
-5% -$140 ﹤0.01% 1294
2023
Q3 		$2.69K Sell
156
-1
-0.6% -$18 ﹤0.01% 1245
2023
Q2 		$2.92K Sell
157
-12
-7% -$197 ﹤0.01% 1241
2023
Q1 		$2.7K Buy
169
+6
+4% +$105 ﹤0.01% 1245
2022
Q4 		$2.68K Sell
163
-12
-7% -$190 ﹤0.01% 1255
2022
Q3 		$3K Sell
175
-69
-28% -$1.05K ﹤0.01% 1208
2022
Q2 		$3K Buy
244
+170
+230% +$2.64K ﹤0.01% 1208
2022
Q1 		$1K Buy
74
+3
+4% +$55 ﹤0.01% 1690
2021
Q4 		$2K Buy
+71
New +$1.44K ﹤0.01% 1116
2020
Q1 		– Sell
-1,080
Closed -$15K – 545
2019
Q4 		$15K Hold
1,080
– – ﹤0.01% 342
2019
Q3 		$14K Hold
1,080
– – ﹤0.01% 341
2019
Q2 		$15K Hold
1,080
– – ﹤0.01% 333
2019
Q1 		$12K Sell
1,080
-547
-34% -$6.26K ﹤0.01% 345
2018
Q4 		$14K Sell
1,627
-8,506
-84% -$97.5K ﹤0.01% 316
2018
Q3 		$137K Hold
10,133
– – 0.04% 168
2018
Q2 		$132K Sell
10,133
-464
-4% -$6.32K 0.03% 167
2018
Q1 		$139K Sell
10,597
-421
-4% -$5.73K 0.04% 169
2017
Q4 		$147K Sell
11,018
-195
-2% -$2.46K 0.04% 169
2017
Q3 		$168K Sell
11,213
-592
-5% -$8.63K 0.04% 146
2017
Q2 		$197K Buy
+11,805
New +$178K 0.05% 118

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JFS Wealth Advisors's NAVI Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Navient (NAVI) in Q2 2025, closing a stake of 65 shares — an estimated $821 sold.

JFS Wealth Advisors first reported a position in NAVI in Q2 2017 and held it in 25 quarters. The position peaked at $197K in Q2 2017. 233 funds tracked by Wall St. Rank hold NAVI as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Navient position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 65 Navient shares in Q2 2025, an estimated $821.
  • JFS Wealth Advisors first reported a position in Navient in Q2 2017 and held it in 25 quarters.
  • JFS Wealth Advisors's Navient position peaked at $197K in Q2 2017.
  • 233 funds tracked by Wall St. Rank held Navient as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.