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Twin Peaks Wealth Advisors’s Navient NAVI Stock Holding History

Twin Peaks Wealth 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 		– Sell
-981
Closed -$8.03K – 1473
2026
Q1 		$8.03K Buy
+981
New +$9.71K ﹤0.01% 1168
2025
Q3 		– Sell
-209
Closed -$2.69K – 1398
2025
Q2 		$2.69K Buy
+209
New +$2.69K ﹤0.01% 1537

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

Twin Peaks Wealth Advisors's NAVI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Navient (NAVI) in Q2 2026, closing a stake of 981 shares — an estimated $8.03K sold.

Twin Peaks Wealth Advisors first reported a position in NAVI in Q2 2025 and held it in 2 quarters. The position peaked at $8.03K in Q1 2026. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Navient position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 981 Navient shares in Q2 2026, an estimated $8.03K.
  • Twin Peaks Wealth Advisors first reported a position in Navient in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Navient position peaked at $8.03K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.