MWM
NAVI icon

Modern Wealth Management’s Navient NAVI Stock Holding History

Modern Wealth Management’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 		$97.8K Buy
+11,496
New +$96.6K ﹤0.01% 1076

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

Modern Wealth Management's NAVI Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Navient (NAVI) in Q2 2026: 11,496 shares worth $97.8K. The stake represents ﹤0.01% of the portfolio and ranks #1076 among its holdings.

255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Modern Wealth Management held 11,496 shares of Navient worth $97.8K as of Q2 2026.
  • Navient was a new Modern Wealth Management position in Q2 2026.
  • Navient made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1076 holding.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.