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Smartleaf Asset Management’s Navient NAVI Stock Holding History

Smartleaf Asset 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
2025
Q2 		– Sell
-166
Closed -$2.13K – 2890
2025
Q1 		$2.13K Buy
166
+21
+14% +$287 ﹤0.01% 2461
2024
Q4 		$1.88K Buy
145
+16
+12% +$239 ﹤0.01% 2548
2024
Q3 		$1.99K Buy
129
+37
+40% +$569 ﹤0.01% 2475
2024
Q2 		$1.31K Sell
92
-220
-71% -$3.4K ﹤0.01% 2353
2024
Q1 		$5.37K Buy
+312
New +$5.26K ﹤0.01% 1191

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Smartleaf Asset Management's NAVI Position: Q2 2025 in Review

Smartleaf Asset Management sold out of Navient (NAVI) in Q2 2025, closing a stake of 166 shares — an estimated $2.13K sold.

Smartleaf Asset Management first reported a position in NAVI in Q1 2024 and held it in 5 quarters. The position peaked at $5.37K in Q1 2024. 233 funds tracked by Wall St. Rank hold NAVI as of Q2 2025.

  • Smartleaf Asset Management reported no remaining Navient position as of Q2 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 166 Navient shares in Q2 2025, an estimated $2.13K.
  • Smartleaf Asset Management first reported a position in Navient in Q1 2024 and held it in 5 quarters.
  • Smartleaf Asset Management's Navient position peaked at $5.37K in Q1 2024.
  • 233 funds tracked by Wall St. Rank held Navient as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.