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Rialto Wealth Management’s Navient NAVI Stock Holding History

Rialto Wealth Management’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 		$511 Sell
60
-1
-2% -$8 ﹤0.01% 1706
2026
Q1 		$499 Buy
+61
New +$604 ﹤0.01% 1387

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

Rialto Wealth Management's NAVI Position: Q2 2026 in Review

Rialto Wealth Management reduced its Navient (NAVI) stake by 1.6% in Q2 2026, selling an estimated $8 and leaving 60 shares worth $511. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Rialto Wealth Management 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.

  • Rialto Wealth Management held 60 shares of Navient worth $511 as of Q2 2026.
  • Rialto Wealth Management sold 1 Navient share in Q2 2026, an estimated $8.
  • Navient made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1706 holding.
  • Rialto Wealth Management 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 Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.