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Steward Partners Investment Advisory’s Navient NAVI Stock Holding History

Steward Partners Investment Advisory’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 		$43 Buy
+5
New +$42 ﹤0.01% 4594
2026
Q1 		– Sell
-2,422
Closed -$31.5K – 4521
2025
Q4 		$31.5K Buy
2,422
+11
+0.5% +$137 ﹤0.01% 2920
2025
Q3 		$31.7K Buy
2,411
+43
+2% +$584 ﹤0.01% 2853
2025
Q2 		$33.4K Buy
2,368
+25
+1% +$321 ﹤0.01% 2675
2025
Q1 		$29.6K Buy
2,343
+25
+1% +$342 ﹤0.01% 2637
2024
Q4 		$30.8K Buy
2,318
+24
+1% +$359 ﹤0.01% 2580
2024
Q3 		$35.8K Buy
2,294
+201
+10% +$3.09K ﹤0.01% 2403
2024
Q2 		$30.5K Buy
2,093
+23
+1% +$355 ﹤0.01% 2328
2024
Q1 		$36K Hold
2,070
– – ﹤0.01% 2265
2023
Q4 		$38.5K Hold
2,070
– – ﹤0.01% 2105
2023
Q3 		$35.6K Hold
2,070
– – ﹤0.01% 2063
2023
Q2 		$38.5K Hold
2,070
– – ﹤0.01% 1990
2023
Q1 		$33.1K Hold
2,070
– – ﹤0.01% 2039
2022
Q4 		$34.1K Hold
2,070
– – ﹤0.01% 1986
2022
Q3 		$30K Hold
2,070
– – ﹤0.01% 2029
2022
Q2 		$29K Hold
2,070
– – ﹤0.01% 2063
2022
Q1 		$35K Buy
+2,070
New +$38K ﹤0.01% 2100
2021
Q1 		– Sell
-931
Closed -$9K – 3466
2020
Q4 		$9K Hold
931
– – ﹤0.01% 2353
2020
Q3 		$8K Hold
931
– – ﹤0.01% 2223
2020
Q2 		$7K Buy
+931
New +$6.93K ﹤0.01% 2170
2019
Q4 		– Sell
-616
Closed -$7K – 2687
2019
Q3 		$7K Hold
616
– – ﹤0.01% 2138
2019
Q2 		$8K Buy
+616
New +$8.03K ﹤0.01% 2078
2018
Q4 		– Sell
-616
Closed -$8K – 1636
2018
Q3 		$8K Hold
616
– – ﹤0.01% 1969
2018
Q2 		$8K Hold
616
– – ﹤0.01% 1821
2018
Q1 		$8K Sell
616
-242
-28% -$3.29K ﹤0.01% 1650
2017
Q4 		$11K Hold
858
– – ﹤0.01% 1325
2017
Q3 		$12K Hold
858
– – ﹤0.01% 1076
2017
Q2 		$14K Hold
858
– – ﹤0.01% 968
2017
Q1 		$12K Buy
858
+242
+39% +$3.71K ﹤0.01% 893
2016
Q4 		$10K Buy
+616
New +$9.58K ﹤0.01% 558

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

Steward Partners Investment Advisory's NAVI Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Navient (NAVI) in Q2 2026: 5 shares worth $43. The stake represents ﹤0.01% of the portfolio and ranks #4594 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in NAVI as recently as Q4 2025.

Steward Partners Investment Advisory first reported a position in NAVI in Q4 2016 and has held it in 30 quarters since. The position peaked at $38.5K in Q4 2023. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Steward Partners Investment Advisory held 5 shares of Navient worth $43 as of Q2 2026.
  • Navient was a new Steward Partners Investment Advisory position in Q2 2026.
  • Navient made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4594 holding.
  • Steward Partners Investment Advisory first reported a position in Navient in Q4 2016 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's Navient position peaked at $38.5K in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.