TD Private Client Wealth’s Navient NAVI Stock Holding History

TD Private Client 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
2026 Q2	$1.81K	Buy	213 +119	+127%	+$1K	﹤0.01%	1375
2026 Q1	$769	Buy	+94	New	+$930	﹤0.01%	1426
2021 Q4	–	Sell	-46	Closed	-$908	–	1231
2021 Q3	$908	Hold	46	–	–	﹤0.01%	1117
2021 Q2	$889	Hold	46	–	–	﹤0.01%	1123
2021 Q1	$658	Hold	46	–	–	﹤0.01%	1101
2020 Q4	$452	Hold	46	–	–	﹤0.01%	1092
2020 Q3	$389	Hold	46	–	–	﹤0.01%	1054
2020 Q2	$323	Sell	46 -15	-25%	-$112	﹤0.01%	1063
2020 Q1	$462	Sell	61 -98	-62%	-$1.17K	﹤0.01%	974
2019 Q4	$2.17K	Buy	+159	New	+$2.14K	﹤0.01%	897

Other funds holding NAVI

SIM

Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Private Client Wealth's NAVI Position: Q2 2026 in Review

TD Private Client Wealth increased its Navient (NAVI) stake by 127% in Q2 2026, buying an estimated $1K and bringing the position to 213 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

TD Private Client Wealth first reported a position in NAVI in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.17K in Q4 2019. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

TD Private Client Wealth held 213 shares of Navient worth $1.81K as of Q2 2026.
TD Private Client Wealth bought 119 Navient shares in Q2 2026, an estimated $1K.
Navient made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1375 holding.
TD Private Client Wealth first reported a position in Navient in Q4 2019 and has held it in 10 quarters since.
TD Private Client Wealth's Navient position peaked at $2.17K in Q4 2019.
255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.