JWM
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JPL Wealth Management’s Navient NAVI Stock Holding History

JPL 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 		$239 Buy
+28
New +$235 ﹤0.01% 1505

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

JPL Wealth Management's NAVI Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Navient (NAVI) in Q2 2026: 28 shares worth $239. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings.

255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • JPL Wealth Management held 28 shares of Navient worth $239 as of Q2 2026.
  • Navient was a new JPL Wealth Management position in Q2 2026.
  • Navient made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1505 holding.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.