MassMutual Private Wealth & Trust’s Navient NAVI Stock Holding History

MassMutual Private Wealth & Trust’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	$10.2K	Buy	1,203 +69	+6%	+$580	﹤0.01%	1404
2026 Q1	$9.28K	Buy	1,134 +1,043	+1,146%	+$10.3K	﹤0.01%	1397
2025 Q4	$1.18K	Buy	+91	New	+$1.13K	﹤0.01%	2108
2025 Q3	–	Sell	-52	Closed	-$733	–	2429
2025 Q2	$733	Buy	52 +24	+86%	+$309	﹤0.01%	2180
2025 Q1	$354	Buy	+28	New	+$383	﹤0.01%	2262
2023 Q2	–	Sell	-218	Closed	-$3.49K	–	1980
2023 Q1	$3.49K	Hold	218	–	–	﹤0.01%	1244
2022 Q4	$4K	Sell	218 -83	-28%	-$1.31K	﹤0.01%	1087
2022 Q3	$4K	Buy	301 +83	+38%	+$1.27K	﹤0.01%	1026
2022 Q2	$3K	Hold	218	–	–	﹤0.01%	1057
2022 Q1	$4K	Hold	218	–	–	﹤0.01%	990
2021 Q4	$5K	Hold	218	–	–	﹤0.01%	906
2021 Q3	$4K	Hold	218	–	–	﹤0.01%	937
2021 Q2	$4K	Hold	218	–	–	﹤0.01%	893
2021 Q1	$3K	Buy	+218	New	+$2.68K	﹤0.01%	815
2015 Q4	–	Sell	-425	Closed	-$7.53K	–	913
2015 Q3	$7.53K	Buy	+425	New	+$6.22K	﹤0.01%	568
2014 Q4	–	Sell	-425	Closed	-$7.53K	–	713
2014 Q3	$7.53K	Buy	+425	New	+$7.48K	﹤0.01%	558

Other funds holding NAVI

SIM

Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $416M AUM

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

MassMutual Private Wealth & Trust's NAVI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Navient (NAVI) stake by 6.1% in Q2 2026, buying an estimated $580 and bringing the position to 1,203 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

MassMutual Private Wealth & Trust first reported a position in NAVI in Q3 2014 and has held it in 16 quarters since. 56 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

MassMutual Private Wealth & Trust held 1,203 shares of Navient worth $10.2K as of Q2 2026.
MassMutual Private Wealth & Trust bought 69 Navient shares in Q2 2026, an estimated $580.
Navient made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1404 holding.
MassMutual Private Wealth & Trust first reported a position in Navient in Q3 2014 and has held it in 16 quarters since.
56 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.