Stephens Consulting’s Navient NAVI Stock Holding History

Stephens Consulting’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	-30	Closed	-$379	–	1692
2025 Q1	$379	Buy	+30	New	+$410	﹤0.01%	1140

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

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

Stephens Consulting's NAVI Position: Q2 2025 in Review

Stephens Consulting sold out of Navient (NAVI) in Q2 2025, closing a stake of 30 shares — an estimated $379 sold.

Stephens Consulting first reported a position in NAVI in Q1 2025 and held it in 1 quarter. The position peaked at $379 in Q1 2025. 233 funds tracked by Wall St. Rank hold NAVI as of Q2 2025.

Stephens Consulting reported no remaining Navient position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 30 Navient shares in Q2 2025, an estimated $379.
Stephens Consulting first reported a position in Navient in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Navient position peaked at $379 in Q1 2025.
233 funds tracked by Wall St. Rank held Navient as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.