Mercer Global Advisors
NAVI icon

Mercer Global Advisors’s Navient NAVI Stock Holding History

Mercer Global Advisors’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 		$308K Buy
36,235
+25,386
+234% +$213K ﹤0.01% 2775
2026
Q1 		$88.7K Sell
10,849
-1,755
-14% -$17.4K ﹤0.01% 3046
2025
Q4 		$164K Buy
12,604
+1,706
+16% +$21.2K ﹤0.01% 2623
2025
Q3 		$143K Buy
+10,898
New +$148K ﹤0.01% 2463
2024
Q4 		– Sell
-19,174
Closed -$292K – 2226
2024
Q3 		$292K Buy
19,174
+3,496
+22% +$53.8K ﹤0.01% 1619
2024
Q2 		$263K Sell
15,678
-947
-6% -$14.6K ﹤0.01% 1647
2024
Q1 		$289K Sell
16,625
-2,905
-15% -$49K ﹤0.01% 1584
2023
Q4 		$364K Buy
19,530
+4,462
+30% +$77.8K ﹤0.01% 1499
2023
Q3 		$259K Buy
15,068
+568
+4% +$10.2K ﹤0.01% 1623
2023
Q2 		$269K Buy
14,500
+1,346
+10% +$22.1K ﹤0.01% 1573
2023
Q1 		$210K Buy
13,154
+881
+7% +$15.4K ﹤0.01% 1706
2022
Q4 		$202K Sell
12,273
-5,130
-29% -$81.1K ﹤0.01% 1713
2022
Q3 		$256K Buy
17,403
+1,241
+8% +$18.9K ﹤0.01% 1510
2022
Q2 		$226K Sell
16,162
-457
-3% -$7.11K ﹤0.01% 1572
2022
Q1 		$283K Sell
16,619
-42,145
-72% -$774K ﹤0.01% 1536
2021
Q4 		$1.25M Sell
58,764
-267
-0.5% -$5.4K 0.01% 796
2021
Q3 		$1.17M Buy
59,031
+2,062
+4% +$44.3K 0.01% 791
2021
Q2 		$1.1M Sell
56,969
-58,401
-51% -$1M 0.01% 790
2021
Q1 		$1.65M Buy
115,370
+250
+0.2% +$3.08K 0.02% 597
2020
Q4 		$1.13M Sell
115,120
-67
-0.1% -$636 0.01% 572
2020
Q3 		$973K Buy
115,187
+67
+0.1% +$550 0.01% 558
2020
Q2 		$809K Buy
115,120
+218
+0.2% +$1.62K 0.01% 529
2020
Q1 		$871K Buy
114,902
+41,880
+57% +$500K 0.02% 511
2019
Q4 		$999K Buy
+73,022
New +$983K 0.02% 526

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

Mercer Global Advisors's NAVI Position: Q2 2026 in Review

Mercer Global Advisors increased its Navient (NAVI) stake by 234% in Q2 2026, buying an estimated $213K and bringing the position to 36,235 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #2775.

Mercer Global Advisors first reported a position in NAVI in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.65M in Q1 2021. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Mercer Global Advisors held 36,235 shares of Navient worth $308K as of Q2 2026.
  • Mercer Global Advisors bought 25,386 Navient shares in Q2 2026, an estimated $213K.
  • Navient made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2775 holding.
  • Mercer Global Advisors first reported a position in Navient in Q4 2019 and has held it in 24 quarters since.
  • Mercer Global Advisors's Navient position peaked at $1.65M in Q1 2021.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.