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Pinnacle Wealth Planning Services’s Navient NAVI Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.8K Buy
2,205
+1,719
+354% +$14.4K ﹤0.01% 1806
2026
Q1 		$3.98K Buy
486
+160
+49% +$1.58K ﹤0.01% 2306
2025
Q4 		$4.24K Buy
+326
New +$4.06K ﹤0.01% 2327
2021
Q1 		– Sell
-17
Closed – – 1364
2020
Q4 		$0 Buy
+17
New +$161 ﹤0.01% 2291

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

Pinnacle Wealth Planning Services's NAVI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Navient (NAVI) stake by 354% in Q2 2026, buying an estimated $14.4K and bringing the position to 2,205 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Pinnacle Wealth Planning Services first reported a position in NAVI in Q4 2020 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,205 shares of Navient worth $18.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,719 Navient shares in Q2 2026, an estimated $14.4K.
  • Navient made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1806 holding.
  • Pinnacle Wealth Planning Services first reported a position in Navient in Q4 2020 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.