Moisand Fitzgerald Tamayo’s Navient NAVI Stock Holding History

Moisand Fitzgerald Tamayo’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	$664	Hold	78	–	–	﹤0.01%	516
2026 Q1	$639	Hold	78	–	–	﹤0.01%	494
2025 Q4	$1.01K	Hold	78	–	–	﹤0.01%	488
2025 Q3	$1.03K	Hold	78	–	–	﹤0.01%	540
2025 Q2	$1.1K	Hold	78	–	–	﹤0.01%	534
2025 Q1	$986	Hold	78	–	–	﹤0.01%	541
2024 Q4	$1.04K	Hold	78	–	–	﹤0.01%	556
2024 Q3	$1.22K	Hold	78	–	–	﹤0.01%	561
2024 Q2	$1.14K	Hold	78	–	–	﹤0.01%	536
2024 Q1	$1.36K	Hold	78	–	–	﹤0.01%	512
2023 Q4	$1.45K	Hold	78	–	–	﹤0.01%	567
2023 Q3	$1.34K	Hold	78	–	–	﹤0.01%	619
2023 Q2	$1.45K	Hold	78	–	–	﹤0.01%	600
2023 Q1	$1.25K	Hold	78	–	–	﹤0.01%	636
2022 Q4	$1.28K	Sell	78 -29	-27%	-$459	﹤0.01%	632
2022 Q3	$2K	Buy	+107	New	+$1.63K	﹤0.01%	521

Other funds holding NAVI

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Moisand Fitzgerald Tamayo's NAVI Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Navient (NAVI) position steady in Q2 2026 at 78 shares worth $664. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Moisand Fitzgerald Tamayo first reported a position in NAVI in Q3 2022 and has held it in 16 quarters since. The position peaked at $2K in Q3 2022. 39 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

Moisand Fitzgerald Tamayo held 78 shares of Navient worth $664 as of Q2 2026.
Moisand Fitzgerald Tamayo left its Navient share count unchanged in Q2 2026.
Navient made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #516 holding.
Moisand Fitzgerald Tamayo first reported a position in Navient in Q3 2022 and has held it in 16 quarters since.
Moisand Fitzgerald Tamayo's Navient position peaked at $2K in Q3 2022.
39 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.