Salomon & Ludwin’s Navient NAVI Stock Holding History

Salomon & Ludwin’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	–	Sell	-101	Closed	-$1.31K	–	2158
2025 Q4	$1.31K	Sell	101 -578	-85%	-$7.19K	﹤0.01%	2034
2025 Q3	$9.02K	Buy	+679	New	+$9.22K	﹤0.01%	1389

Other funds holding NAVI

SIM

Sherborne Investors Management New York $241M AUM 35.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Salomon & Ludwin's NAVI Position: Q1 2026 in Review

Salomon & Ludwin sold out of Navient (NAVI) in Q1 2026, closing a stake of 101 shares — an estimated $1.31K sold.

Salomon & Ludwin first reported a position in NAVI in Q3 2025 and held it in 2 quarters. The position peaked at $9.02K in Q3 2025. 243 funds tracked by Wall St. Rank hold NAVI as of Q1 2026.

Salomon & Ludwin reported no remaining Navient position as of Q1 2026 after selling out during the quarter.
Salomon & Ludwin sold 101 Navient shares in Q1 2026, an estimated $1.31K.
Salomon & Ludwin first reported a position in Navient in Q3 2025 and held it in 2 quarters.
Salomon & Ludwin's Navient position peaked at $9.02K in Q3 2025.
243 funds tracked by Wall St. Rank held Navient as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.