Nisa Investment Advisors
NAVI icon

Nisa Investment Advisors’s Navient NAVI Stock Holding History

Nisa Investment 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
Q1 		$1.04M Buy
127,701
+32,079
+34% +$318K ﹤0.01% 770
2025
Q4 		$1.24M Sell
95,622
-20,961
-18% -$261K ﹤0.01% 756
2025
Q3 		$1.53M Buy
116,583
+114,165
+4,721% +$1.55M 0.01% 713
2025
Q2 		$34.1K Buy
2,418
+358
+17% +$4.6K ﹤0.01% 1712
2025
Q1 		$26K Buy
2,060
+3
+0.1% +$41 ﹤0.01% 1783
2024
Q4 		$27.3K Sell
2,057
-4,000
-66% -$59.8K ﹤0.01% 1844
2024
Q3 		$94.4K Sell
6,057
-7,050
-54% -$108K ﹤0.01% 1463
2024
Q2 		$191K Buy
13,107
+5,977
+84% +$92.4K ﹤0.01% 1319
2024
Q1 		$124K Sell
7,130
-2,700
-27% -$45.5K ﹤0.01% 1412
2023
Q4 		$183K Sell
9,830
-8,650
-47% -$151K ﹤0.01% 1293
2023
Q3 		$318K Buy
18,480
+11,267
+156% +$203K ﹤0.01% 1196
2023
Q2 		$134K Buy
7,213
+5,050
+233% +$83K ﹤0.01% 1435
2023
Q1 		$35K Sell
2,163
-730
-25% -$12.7K ﹤0.01% 1820
2022
Q4 		$48K Sell
2,893
-5,100
-64% -$80.7K ﹤0.01% 1789
2022
Q3 		$118K Sell
7,993
-4,837
-38% -$73.8K ﹤0.01% 1430
2022
Q2 		$179K Buy
12,830
+8,280
+182% +$129K ﹤0.01% 1339
2022
Q1 		$78K Sell
4,550
-630
-12% -$11.6K ﹤0.01% 1708
2021
Q4 		$90K Sell
5,180
-2,800
-35% -$56.6K ﹤0.01% 1556
2021
Q3 		$157 Hold
7,980
– – ﹤0.01% 1504
2021
Q2 		$154 Sell
7,980
-10,000
-56% -$172K ﹤0.01% 1505
2021
Q1 		$257 Sell
17,980
-23,700
-57% -$292K ﹤0.01% 1394
2020
Q4 		$409K Sell
41,680
-6,050
-13% -$57.5K ﹤0.01% 1233
2020
Q3 		$403K Buy
47,730
+31,400
+192% +$258K ﹤0.01% 1114
2020
Q2 		$115K Sell
16,330
-5,600
-26% -$41.7K ﹤0.01% 1408
2020
Q1 		$166K Sell
21,930
-109,000
-83% -$1.3M ﹤0.01% 1241
2019
Q4 		$1.79M Sell
130,930
-20,500
-14% -$276K 0.02% 676
2019
Q3 		$1.94M Buy
151,430
+6,000
+4% +$80K 0.02% 660
2019
Q2 		$1.99M Sell
145,430
-900
-0.6% -$11.7K 0.02% 635
2019
Q1 		$1.69M Buy
146,330
+55,037
+60% +$630K 0.02% 668
2018
Q4 		$804K Sell
91,293
-22,840
-20% -$262K 0.01% 848
2018
Q3 		$1.54M Sell
114,133
-1,200
-1% -$16.2K 0.01% 749
2018
Q2 		$1.5M Sell
115,333
-7,620
-6% -$104K 0.02% 691
2018
Q1 		$1.6M Buy
122,953
+16,900
+16% +$230K 0.02% 658
2017
Q4 		$1.41M Buy
106,053
+9,755
+10% +$123K 0.01% 719
2017
Q3 		$1.45M Sell
96,298
-10,000
-9% -$146K 0.02% 691
2017
Q2 		$1.72M Buy
106,298
+3,500
+3% +$52.8K 0.02% 639
2017
Q1 		$1.52M Sell
102,798
-1,745
-2% -$26.8K 0.02% 690
2016
Q4 		$1.72M Hold
104,543
– – 0.02% 655
2016
Q3 		$1.51M Buy
104,543
+2,900
+3% +$40.4K 0.02% 656
2016
Q2 		$1.22M Buy
101,643
+20,580
+25% +$262K 0.02% 693
2016
Q1 		$970K Buy
81,063
+5,300
+7% +$55.1K 0.01% 768
2015
Q4 		$867K Sell
75,763
-2,600
-3% -$31.9K 0.01% 784
2015
Q3 		$888K Sell
78,363
-3,700
-5% -$54.1K 0.01% 769
2015
Q2 		$1.49M Sell
82,063
-4,600
-5% -$90K 0.02% 658
2015
Q1 		$1.76M Sell
86,663
-19,200
-18% -$395K 0.02% 615
2014
Q4 		$2.29M Hold
105,863
– – 0.03% 539
2014
Q3 		$1.88M Buy
105,863
+1,800
+2% +$31.7K 0.03% 579
2014
Q2 		$1.84M Buy
+104,063
New +$1.72M 0.03% 599

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 $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Nisa Investment Advisors's NAVI Position: Q1 2026 in Review

Nisa Investment Advisors increased its Navient (NAVI) stake by 34% in Q1 2026, buying an estimated $318K and bringing the position to 127,701 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Nisa Investment Advisors first reported a position in NAVI in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.29M in Q4 2014. 243 funds tracked by Wall St. Rank hold NAVI as of Q1 2026.

  • Nisa Investment Advisors held 127,701 shares of Navient worth $1.04M as of Q1 2026.
  • Nisa Investment Advisors bought 32,079 Navient shares in Q1 2026, an estimated $318K.
  • Navient made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #770 holding.
  • Nisa Investment Advisors first reported a position in Navient in Q2 2014 and has held it in 48 quarters since.
  • Nisa Investment Advisors's Navient position peaked at $2.29M in Q4 2014.
  • 243 funds tracked by Wall St. Rank held Navient as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.