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Key Financial Inc’s Navient NAVI Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-216
Closed -$2.87K – 1406
2024
Q4 		$2.87K Hold
216
– – ﹤0.01% 1101
2024
Q3 		$3.37K Hold
216
– – ﹤0.01% 1042
2024
Q2 		$3.15K Hold
216
– – ﹤0.01% 1052
2024
Q1 		$3.76K Hold
216
– – ﹤0.01% 1015
2023
Q4 		$4.02K Hold
216
– – ﹤0.01% 995
2023
Q3 		$3.72K Hold
216
– – ﹤0.01% 1009
2023
Q2 		$4.01K Buy
+216
New +$3.55K ﹤0.01% 1013

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Key Financial Inc's NAVI Position: Q1 2025 in Review

Key Financial Inc sold out of Navient (NAVI) in Q1 2025, closing a stake of 216 shares — an estimated $2.87K sold.

Key Financial Inc first reported a position in NAVI in Q2 2023 and held it in 7 quarters. The position peaked at $4.02K in Q4 2023. 245 funds tracked by Wall St. Rank hold NAVI as of Q1 2025.

  • Key Financial Inc reported no remaining Navient position as of Q1 2025 after selling out during the quarter.
  • Key Financial Inc sold 216 Navient shares in Q1 2025, an estimated $2.87K.
  • Key Financial Inc first reported a position in Navient in Q2 2023 and held it in 7 quarters.
  • Key Financial Inc's Navient position peaked at $4.02K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held Navient as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.