SGK
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Steigerwald Gordon & Koch’s Navient NAVI Stock Holding History

Steigerwald Gordon & Koch’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 		$4.47K Hold
525
– – ﹤0.01% 623
2026
Q1 		$4.29K Sell
525
-150
-22% -$1.49K ﹤0.01% 630
2025
Q4 		$8.78K Hold
675
– – ﹤0.01% 598
2025
Q3 		$8.88K Buy
+675
New +$9.16K ﹤0.01% 546

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

Steigerwald Gordon & Koch's NAVI Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Navient (NAVI) position steady in Q2 2026 at 525 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Steigerwald Gordon & Koch first reported a position in NAVI in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.88K in Q3 2025. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Steigerwald Gordon & Koch held 525 shares of Navient worth $4.47K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Navient share count unchanged in Q2 2026.
  • Navient made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #623 holding.
  • Steigerwald Gordon & Koch first reported a position in Navient in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Navient position peaked at $8.88K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.