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Root Financial Partners’s Navient NAVI Stock Holding History

Root Financial Partners’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 		– Sell
-329
Closed -$2.69K – 2154
2026
Q1 		$2.69K Buy
+329
New +$3.26K ﹤0.01% 2190
2025
Q4 		– Sell
-6,676
Closed -$87.8K – 2496
2025
Q3 		$87.8K Buy
+6,676
New +$90.6K 0.01% 477
2024
Q4 		– Sell
-19,299
Closed -$301K – 220
2024
Q3 		$301K Buy
+19,299
New +$297K 0.05% 126

Other funds holding NAVI

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BlackRock
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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

Root Financial Partners's NAVI Position: Q2 2026 in Review

Root Financial Partners sold out of Navient (NAVI) in Q2 2026, closing a stake of 329 shares — an estimated $2.69K sold.

Root Financial Partners first reported a position in NAVI in Q3 2024 and held it in 3 quarters. The position peaked at $301K in Q3 2024. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Root Financial Partners reported no remaining Navient position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 329 Navient shares in Q2 2026, an estimated $2.69K.
  • Root Financial Partners first reported a position in Navient in Q3 2024 and held it in 3 quarters.
  • Root Financial Partners's Navient position peaked at $301K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.