SVB Wealth’s Navient NAVI Stock Holding History

SVB Wealth’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	-498	Closed	-$6.29K	–	1194
2025 Q1	$6.29K	Buy	+498	New	+$6.8K	﹤0.01%	978

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

SVB Wealth's NAVI Position: Q2 2025 in Review

SVB Wealth sold out of Navient (NAVI) in Q2 2025, closing a stake of 498 shares — an estimated $6.29K sold.

SVB Wealth first reported a position in NAVI in Q1 2025 and held it in 1 quarter. The position peaked at $6.29K in Q1 2025. 233 funds tracked by Wall St. Rank hold NAVI as of Q2 2025.

SVB Wealth reported no remaining Navient position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 498 Navient shares in Q2 2025, an estimated $6.29K.
SVB Wealth first reported a position in Navient in Q1 2025 and held it in 1 quarter.
SVB Wealth's Navient position peaked at $6.29K in Q1 2025.
233 funds tracked by Wall St. Rank held Navient as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.