Mackenzie Financial
NAVI icon

Mackenzie Financial’s Navient NAVI Stock Holding History

Mackenzie Financial’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 		– Sell
-14,052
Closed -$181K – 1639
2025
Q4 		$181K Hold
14,052
– – ﹤0.01% 1557
2025
Q3 		$185K Buy
14,052
+798
+6% +$10.8K ﹤0.01% 1572
2025
Q2 		$187K Hold
13,254
– – ﹤0.01% 1566
2025
Q1 		$167K Hold
13,254
– – ﹤0.01% 1544
2024
Q4 		$176K Buy
+13,254
New +$198K ﹤0.01% 1576
2020
Q3 		– Sell
-42,707
Closed -$300K – 1029
2020
Q2 		$300K Sell
42,707
-279,108
-87% -$2.08M ﹤0.01% 868
2020
Q1 		$2.44M Buy
321,815
+43,818
+16% +$523K 0.01% 466
2019
Q4 		$3.8M Sell
277,997
-400
-0.1% -$5.38K 0.01% 497
2019
Q3 		$3.56M Sell
278,397
-1,800
-0.6% -$24K 0.01% 513
2019
Q2 		$3.83M Buy
+280,197
New +$3.65M 0.01% 491

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mackenzie Financial's NAVI Position: Q1 2026 in Review

Mackenzie Financial sold out of Navient (NAVI) in Q1 2026, closing a stake of 14,052 shares — an estimated $181K sold.

Mackenzie Financial first reported a position in NAVI in Q2 2019 and held it in 10 quarters. The position peaked at $3.83M in Q2 2019. 244 funds tracked by Wall St. Rank hold NAVI as of Q1 2026.

  • Mackenzie Financial reported no remaining Navient position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 14,052 Navient shares in Q1 2026, an estimated $181K.
  • Mackenzie Financial first reported a position in Navient in Q2 2019 and held it in 10 quarters.
  • Mackenzie Financial's Navient position peaked at $3.83M in Q2 2019.
  • 244 funds tracked by Wall St. Rank held Navient as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.