Plante Moran Financial Advisors’s Navient NAVI Stock Holding History

Plante Moran Financial 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 Q2	$221	Buy	+26	New	+$218	﹤0.01%	1432
2021 Q2	–	Sell	-523	Closed	-$7K	–	1034
2021 Q1	$7K	Buy	+523	New	+$6.44K	﹤0.01%	712
2018 Q2	–	Sell	-319	Closed	-$4K	–	920
2018 Q1	$4K	Hold	319	–	–	﹤0.01%	759
2017 Q4	$4K	Hold	319	–	–	﹤0.01%	725
2017 Q3	$5K	Hold	319	–	–	﹤0.01%	654
2017 Q2	$5K	Hold	319	–	–	﹤0.01%	666
2017 Q1	$5K	Hold	319	–	–	﹤0.01%	700
2016 Q4	$5K	Hold	319	–	–	﹤0.01%	718
2016 Q3	$5K	Hold	319	–	–	﹤0.01%	701
2016 Q2	$4K	Hold	319	–	–	﹤0.01%	681
2016 Q1	$4K	Buy	319 +132	+71%	+$1.37K	﹤0.01%	623
2015 Q4	$2K	Hold	187	–	–	﹤0.01%	867
2015 Q3	$2K	Hold	187	–	–	﹤0.01%	662
2015 Q2	$3K	Hold	187	–	–	﹤0.01%	665
2015 Q1	$4K	Sell	187 -500	-73%	-$10.3K	﹤0.01%	635
2014 Q4	$15K	Hold	687	–	–	0.01%	453
2014 Q3	$12K	Hold	687	–	–	0.01%	499
2014 Q2	$12K	Buy	+687	New	+$11.4K	0.01%	480

Other funds holding NAVI

SIM

Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's NAVI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Navient (NAVI) in Q2 2026: 26 shares worth $221. The stake represents ﹤0.01% of the portfolio and ranks #1432 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in NAVI as recently as Q1 2021.

Plante Moran Financial Advisors first reported a position in NAVI in Q2 2014 and has held it in 18 quarters since. The position peaked at $15K in Q4 2014. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

Plante Moran Financial Advisors held 26 shares of Navient worth $221 as of Q2 2026.
Navient was a new Plante Moran Financial Advisors position in Q2 2026.
Navient made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1432 holding.
Plante Moran Financial Advisors first reported a position in Navient in Q2 2014 and has held it in 18 quarters since.
Plante Moran Financial Advisors's Navient position peaked at $15K in Q4 2014.
255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.