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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
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

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

Larson Financial Group's NAVI Position: Q2 2026 in Review

Larson Financial Group reduced its Navient (NAVI) stake by 4.1% in Q2 2026, selling an estimated $294 and leaving 828 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

Larson Financial Group first reported a position in NAVI in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.06K in Q1 2026. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Larson Financial Group held 828 shares of Navient worth $7.04K as of Q2 2026.
  • Larson Financial Group sold 35 Navient shares in Q2 2026, an estimated $294.
  • Navient made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2610 holding.
  • Larson Financial Group first reported a position in Navient in Q2 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Navient position peaked at $7.06K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.