Sax Wealth Advisors
NAVI icon

Sax Wealth Advisors’s Navient NAVI Stock Holding History

Sax Wealth 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
Q3 		$196K Buy
+21,576
New +$195K 0.01% 715

Other funds holding NAVI

DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Sax Wealth Advisors's NAVI Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Navient (NAVI) in Q3 2026: 21,576 shares worth $196K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings.

19 funds tracked by Wall St. Rank hold NAVI as of Q3 2026.

  • Sax Wealth Advisors held 21,576 shares of Navient worth $196K as of Q3 2026.
  • Navient was a new Sax Wealth Advisors position in Q3 2026.
  • Navient made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #715 holding.
  • 19 funds tracked by Wall St. Rank held Navient as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.