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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
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pinnacle Wealth Planning Services's NAVI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Navient (NAVI) stake by 49% in Q1 2026, buying an estimated $1.58K and bringing the position to 486 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Pinnacle Wealth Planning Services first reported a position in NAVI in Q4 2020 and has held it in 3 quarters since. The position peaked at $4.24K in Q4 2025. 243 funds tracked by Wall St. Rank hold NAVI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 486 shares of Navient worth $3.98K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 160 Navient shares in Q1 2026, an estimated $1.58K.
  • Navient made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2306 holding.
  • Pinnacle Wealth Planning Services first reported a position in Navient in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Navient position peaked at $4.24K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Navient as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.