Larson Financial Group
NAVI icon

Larson Financial Group’s Navient Holdings, Inc. Common Stock NAVI Stock Holding History

Larson Financial Group’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
Q3 		$12.3K Buy
1,352
+524
+63% +$4.72K ﹤0.01% 2406
2026
Q2 		$7.04K Sell
828
-35
-4% -$294 ﹤0.01% 2610
2026
Q1 		$7.06K Buy
863
+862
+86,200% +$8.53K ﹤0.01% 2429
2025
Q4 		$7 Hold
1
– – ﹤0.01% 3431
2025
Q3 		$7 Buy
+1
New +$14 ﹤0.01% 3413
2025
Q2 		– Sell
-3
Closed -$38 – 3428
2025
Q1 		$38 Hold
3
– – ﹤0.01% 3009
2024
Q4 		$40 Hold
3
– – ﹤0.01% 2722
2024
Q3 		$47 Hold
3
– – ﹤0.01% 2639
2024
Q2 		$44 Buy
+3
New +$46 ﹤0.01% 2378

Other funds holding NAVI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Larson Financial Group's NAVI Position: Q3 2026 in Review

Larson Financial Group increased its Navient Holdings, Inc. Common Stock (NAVI) stake by 63% in Q3 2026, buying an estimated $4.72K and bringing the position to 1,352 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

Larson Financial Group first reported a position in NAVI in Q2 2024 and has held it in 9 quarters since. 117 funds tracked by Wall St. Rank hold NAVI as of Q3 2026.

  • Larson Financial Group held 1,352 shares of Navient Holdings, Inc. Common Stock worth $12.3K as of Q3 2026.
  • Larson Financial Group bought 524 Navient Holdings, Inc. Common Stock shares in Q3 2026, an estimated $4.72K.
  • Navient Holdings, Inc. Common Stock made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2406 holding.
  • Larson Financial Group first reported a position in Navient Holdings, Inc. Common Stock in Q2 2024 and has held it in 9 quarters since.
  • 117 funds tracked by Wall St. Rank held Navient Holdings, Inc. Common Stock as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.