LPL Financial’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $108K | Sell |
12,673
-272
| -2% | -$2.29K | ﹤0.01% | 5907 |
|
|
2026
Q1 | $106K | Sell |
12,945
-14,785
| -53% | -$146K | ﹤0.01% | 5667 |
|
|
2025
Q4 | $360K | Sell |
27,730
-3,584
| -11% | -$44.6K | ﹤0.01% | 5003 |
|
|
2025
Q3 | $412K | Sell |
31,314
-2,382
| -7% | -$32.3K | ﹤0.01% | 4790 |
|
|
2025
Q2 | $475K | Buy |
33,696
+741
| +2% | +$9.53K | ﹤0.01% | 4426 |
|
|
2025
Q1 | $416K | Buy |
32,955
+10,931
| +50% | +$149K | ﹤0.01% | 4331 |
|
|
2024
Q4 | $293K | Sell |
22,024
-860
| -4% | -$12.9K | ﹤0.01% | 4550 |
|
|
2024
Q3 | $357K | Sell |
22,884
-1,894
| -8% | -$29.1K | ﹤0.01% | 4287 |
|
|
2024
Q2 | $361K | Buy |
24,778
+3,731
| +18% | +$57.7K | ﹤0.01% | 4120 |
|
|
2024
Q1 | $366K | Sell |
21,047
-394
| -2% | -$6.64K | ﹤0.01% | 4046 |
|
|
2023
Q4 | $399K | Buy |
21,441
+8
| +0% | +$140 | ﹤0.01% | 3846 |
|
|
2023
Q3 | $369K | Buy |
+21,433
| New | +$386K | ﹤0.01% | 3730 |
|
|
2022
Q3 | – | Sell |
-13,230
| Closed | -$185K | – | 4482 |
|
|
2022
Q2 | $185K | Sell |
13,230
-25,853
| -66% | -$402K | ﹤0.01% | 3982 |
|
|
2022
Q1 | $666K | Sell |
39,083
-4,487
| -10% | -$82.4K | ﹤0.01% | 2958 |
|
|
2021
Q4 | $925K | Buy |
43,570
+1,589
| +4% | +$32.1K | ﹤0.01% | 2727 |
|
|
2021
Q3 | $828K | Sell |
41,981
-47,286
| -53% | -$1.02M | ﹤0.01% | 2778 |
|
|
2021
Q2 | $1.73M | Buy |
89,267
+8,469
| +10% | +$145K | ﹤0.01% | 2095 |
|
|
2021
Q1 | $1.16M | Buy |
80,798
+5,372
| +7% | +$66.1K | ﹤0.01% | 2273 |
|
|
2020
Q4 | $741K | Buy |
75,426
+14,432
| +24% | +$137K | ﹤0.01% | 2426 |
|
|
2020
Q3 | $515K | Buy |
+60,994
| New | +$500K | ﹤0.01% | 2436 |
|
|
2019
Q3 | – | Sell |
-10,091
| Closed | -$138K | – | 3351 |
|
|
2019
Q2 | $138K | Buy |
+10,091
| New | +$132K | ﹤0.01% | 3114 |
|
|
2019
Q1 | – | Sell |
-10,320
| Closed | -$91K | – | 3228 |
|
|
2018
Q4 | $91K | Sell |
10,320
-10,676
| -51% | -$122K | ﹤0.01% | 2968 |
|
|
2018
Q3 | $283K | Buy |
20,996
+6,919
| +49% | +$93.6K | ﹤0.01% | 2748 |
|
|
2018
Q2 | $183K | Sell |
14,077
-206
| -1% | -$2.81K | ﹤0.01% | 3003 |
|
|
2018
Q1 | $187K | Sell |
14,283
-6,793
| -32% | -$92.4K | ﹤0.01% | 2972 |
|
|
2017
Q4 | $281K | Buy |
+21,076
| New | +$266K | ﹤0.01% | 2556 |
|
|
2017
Q1 | – | Sell |
-14,035
| Closed | -$233K | – | 2766 |
|
|
2016
Q4 | $233K | Buy |
+14,035
| New | +$218K | ﹤0.01% | 2363 |
|
|
2016
Q2 | – | Sell |
-12,840
| Closed | -$147K | – | 2851 |
|
|
2016
Q1 | $147K | Buy |
+12,840
| New | +$134K | ﹤0.01% | 2873 |
|
Other funds holding NAVI
SIM
YIH
WG
LPL Financial's NAVI Position: Q2 2026 in Review
LPL Financial reduced its Navient (NAVI) stake by 2.1% in Q2 2026, selling an estimated $2.29K and leaving 12,673 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #5907.
LPL Financial first reported a position in NAVI in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.73M in Q2 2021. 97 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.
- LPL Financial held 12,673 shares of Navient worth $108K as of Q2 2026.
- LPL Financial sold 272 Navient shares in Q2 2026, an estimated $2.29K.
- Navient made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5907 holding.
- LPL Financial first reported a position in Navient in Q1 2016 and has held it in 28 quarters since.
- LPL Financial's Navient position peaked at $1.73M in Q2 2021.
- 97 funds tracked by Wall St. Rank held Navient as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.