Pinnacle Wealth Planning Services
NAVI icon

Pinnacle Wealth Planning Services’s Navient Holdings, Inc. Common Stock 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
Q3 		$10.1K Sell
1,119
-1,086
-49% -$9.8K ﹤0.01% 2076
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Storebrand Asset Management
Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's NAVI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Navient Holdings, Inc. Common Stock (NAVI) stake by 49% in Q3 2026, selling an estimated $9.8K and leaving 1,119 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Pinnacle Wealth Planning Services first reported a position in NAVI in Q4 2020 and has held it in 5 quarters since. The position peaked at $18.8K in Q2 2026. 144 funds tracked by Wall St. Rank hold NAVI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,119 shares of Navient Holdings, Inc. Common Stock worth $10.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 1,086 Navient Holdings, Inc. Common Stock shares in Q3 2026, an estimated $9.8K.
  • Navient Holdings, Inc. Common Stock made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2076 holding.
  • Pinnacle Wealth Planning Services first reported a position in Navient Holdings, Inc. Common Stock in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Navient Holdings, Inc. Common Stock position peaked at $18.8K in Q2 2026.
  • 144 funds tracked by Wall St. Rank held Navient Holdings, Inc. Common Stock as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.