Triumph Capital Management’s Navient NAVI Stock Holding History

Triumph Capital Management’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	$4.25K	Hold	500	–	–	﹤0.01%	1400
2026 Q1	$4.09K	Hold	500	–	–	﹤0.01%	1373
2025 Q4	$6.5K	Buy	+500	New	+$6.22K	﹤0.01%	1191
2022 Q3	–	Sell	-24,493	Closed	-$343K	–	219
2022 Q2	$343K	Buy	24,493 +1,575	+7%	+$24.5K	0.18%	125
2022 Q1	$391K	Buy	+22,918	New	+$421K	0.17%	127

Other funds holding NAVI

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Triumph Capital Management's NAVI Position: Q2 2026 in Review

Triumph Capital Management held its Navient (NAVI) position steady in Q2 2026 at 500 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Triumph Capital Management first reported a position in NAVI in Q1 2022 and has held it in 5 quarters since. The position peaked at $391K in Q1 2022. 31 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

Triumph Capital Management held 500 shares of Navient worth $4.25K as of Q2 2026.
Triumph Capital Management left its Navient share count unchanged in Q2 2026.
Navient made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1400 holding.
Triumph Capital Management first reported a position in Navient in Q1 2022 and has held it in 5 quarters since.
Triumph Capital Management's Navient position peaked at $391K in Q1 2022.
31 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.