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Larson Financial Group’s Navient 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
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

SIM
Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Larson Financial Group's NAVI Position: Q1 2026 in Review

Larson Financial Group increased its Navient (NAVI) stake by 86,200% in Q1 2026, buying an estimated $8.53K and bringing the position to 863 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Larson Financial Group first reported a position in NAVI in Q2 2024 and has held it in 7 quarters since. 243 funds tracked by Wall St. Rank hold NAVI as of Q1 2026.

  • Larson Financial Group held 863 shares of Navient worth $7.06K as of Q1 2026.
  • Larson Financial Group bought 862 Navient shares in Q1 2026, an estimated $8.53K.
  • Navient made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2429 holding.
  • Larson Financial Group first reported a position in Navient in Q2 2024 and has held it in 7 quarters since.
  • 243 funds tracked by Wall St. Rank held Navient as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.