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New Age Alpha Advisors’s Navient NAVI Stock Holding History

New Age Alpha 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
2025
Q3 		– Sell
-8,383
Closed -$118K – 841
2025
Q2 		$118K Buy
8,383
+2,747
+49% +$35.3K 0.01% 702
2025
Q1 		$71.2K Buy
+5,636
New +$77K ﹤0.01% 783

Other funds holding NAVI

SIM
Sherborne Investors Management New York $241M AUM 35.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Age Alpha Advisors's NAVI Position: Q3 2025 in Review

New Age Alpha Advisors sold out of Navient (NAVI) in Q3 2025, closing a stake of 8,383 shares — an estimated $118K sold.

New Age Alpha Advisors first reported a position in NAVI in Q1 2025 and held it in 2 quarters. The position peaked at $118K in Q2 2025. 238 funds tracked by Wall St. Rank hold NAVI as of Q3 2025.

  • New Age Alpha Advisors reported no remaining Navient position as of Q3 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 8,383 Navient shares in Q3 2025, an estimated $118K.
  • New Age Alpha Advisors first reported a position in Navient in Q1 2025 and held it in 2 quarters.
  • New Age Alpha Advisors's Navient position peaked at $118K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Navient as of Q3 2025.

Based on New Age Alpha Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.