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Transamerica Financial Advisors’s Navient NAVI Stock Holding History

Transamerica Financial Advisors’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 		$51 Hold
6
– – ﹤0.01% 2141
2026
Q1 		$49 Buy
+6
New +$59 ﹤0.01% 1896

Other funds holding NAVI

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BlackRock
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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

Transamerica Financial Advisors's NAVI Position: Q2 2026 in Review

Transamerica Financial Advisors held its Navient (NAVI) position steady in Q2 2026 at 6 shares worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Transamerica Financial Advisors first reported a position in NAVI in Q1 2026 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Transamerica Financial Advisors held 6 shares of Navient worth $51 as of Q2 2026.
  • Transamerica Financial Advisors left its Navient share count unchanged in Q2 2026.
  • Navient made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2141 holding.
  • Transamerica Financial Advisors first reported a position in Navient in Q1 2026 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.