Physician Wealth Advisors’s Navient NAVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.53K Buy
297
+117
+65% +$983 ﹤0.01% 1400
2026
Q1
$1.47K Buy
+180
New +$1.78K ﹤0.01% 1482

Other funds holding NAVI

Physician Wealth Advisors's NAVI Position: Q2 2026 in Review

Physician Wealth Advisors increased its Navient (NAVI) stake by 65% in Q2 2026, buying an estimated $983 and bringing the position to 297 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Physician Wealth Advisors first reported a position in NAVI in Q1 2026 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Physician Wealth Advisors held 297 shares of Navient worth $2.53K as of Q2 2026.
  • Physician Wealth Advisors bought 117 Navient shares in Q2 2026, an estimated $983.
  • Navient made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1400 holding.
  • Physician Wealth Advisors first reported a position in Navient in Q1 2026 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.