UBS Group’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.82M | Buy |
330,955
+129,501
| +64% | +$1.09M | ﹤0.01% | 4771 |
|
|
2026
Q1 | $1.65M | Sell |
201,454
-120,773
| -37% | -$1.2M | ﹤0.01% | 5140 |
|
|
2025
Q4 | $4.19M | Sell |
322,227
-129,746
| -29% | -$1.61M | ﹤0.01% | 4198 |
|
|
2025
Q3 | $5.94M | Buy |
451,973
+188,684
| +72% | +$2.56M | ﹤0.01% | 3858 |
|
|
2025
Q2 | $3.71M | Buy |
263,289
+126,347
| +92% | +$1.62M | ﹤0.01% | 4179 |
|
|
2025
Q1 | $1.73M | Buy |
136,942
+4,439
| +3% | +$60.6K | ﹤0.01% | 4828 |
|
|
2024
Q4 | $1.76M | Buy |
132,503
+82,595
| +165% | +$1.24M | ﹤0.01% | 4840 |
|
|
2024
Q3 | $778K | Sell |
49,908
-89,024
| -64% | -$1.37M | ﹤0.01% | 4875 |
|
|
2024
Q2 | $2.02M | Sell |
138,932
-24,587
| -15% | -$380K | ﹤0.01% | 3760 |
|
|
2024
Q1 | $2.85M | Buy |
163,519
+6,167
| +4% | +$104K | ﹤0.01% | 3588 |
|
|
2023
Q4 | $2.93M | Buy |
157,352
+51,265
| +48% | +$894K | ﹤0.01% | 3403 |
|
|
2023
Q3 | $1.83M | Sell |
106,087
-82,178
| -44% | -$1.48M | ﹤0.01% | 3525 |
|
|
2023
Q2 | $3.5M | Sell |
188,265
-9,417
| -5% | -$155K | ﹤0.01% | 2946 |
|
|
2023
Q1 | $3.16M | Buy |
197,682
+20,685
| +12% | +$361K | ﹤0.01% | 2949 |
|
|
2022
Q4 | $2.91M | Buy |
176,997
+140,587
| +386% | +$2.22M | ﹤0.01% | 3008 |
|
|
2022
Q3 | $535K | Sell |
36,410
-166,116
| -82% | -$2.54M | ﹤0.01% | 4280 |
|
|
2022
Q2 | $2.83M | Buy |
202,526
+39,365
| +24% | +$612K | ﹤0.01% | 2847 |
|
|
2022
Q1 | $2.78M | Sell |
163,161
-100,193
| -38% | -$1.84M | ﹤0.01% | 3117 |
|
|
2021
Q4 | $5.59M | Buy |
263,354
+82,794
| +46% | +$1.67M | ﹤0.01% | 2711 |
|
|
2021
Q3 | $3.56M | Buy |
180,560
+7,095
| +4% | +$152K | ﹤0.01% | 3037 |
|
|
2021
Q2 | $3.35M | Sell |
173,465
-323,132
| -65% | -$5.55M | ﹤0.01% | 3080 |
|
|
2021
Q1 | $7.11M | Buy |
496,597
+185,763
| +60% | +$2.29M | ﹤0.01% | 2268 |
|
|
2020
Q4 | $3.05M | Buy |
310,834
+53,930
| +21% | +$512K | ﹤0.01% | 2962 |
|
|
2020
Q3 | $2.17M | Buy |
256,904
+66,001
| +35% | +$542K | ﹤0.01% | 2962 |
|
|
2020
Q2 | $1.34M | Sell |
190,903
-129,016
| -40% | -$960K | ﹤0.01% | 3259 |
|
|
2020
Q1 | $2.42M | Sell |
319,919
-167,721
| -34% | -$2M | ﹤0.01% | 2578 |
|
|
2019
Q4 | $6.67M | Buy |
487,640
+144,617
| +42% | +$1.95M | ﹤0.01% | 2322 |
|
|
2019
Q3 | $4.39M | Sell |
343,023
-63,654
| -16% | -$849K | ﹤0.01% | 2510 |
|
|
2019
Q2 | $5.55M | Sell |
406,677
-78,990
| -16% | -$1.03M | ﹤0.01% | 2232 |
|
|
2019
Q1 | $5.62M | Buy |
485,667
+188,501
| +63% | +$2.16M | ﹤0.01% | 2113 |
|
|
2018
Q4 | $2.62M | Buy |
297,166
+212,490
| +251% | +$2.44M | ﹤0.01% | 2762 |
|
|
2018
Q3 | $1.14M | Sell |
84,676
-34,523
| -29% | -$467K | ﹤0.01% | 3721 |
|
|
2018
Q2 | $1.55M | Sell |
119,199
-57,384
| -32% | -$782K | ﹤0.01% | 3393 |
|
|
2018
Q1 | $2.32M | Sell |
176,583
-358,540
| -67% | -$4.88M | ﹤0.01% | 3012 |
|
|
2017
Q4 | $7.13M | Buy |
535,123
+195,678
| +58% | +$2.47M | ﹤0.01% | 2020 |
|
|
2017
Q3 | $5.1M | Buy |
339,445
+61,404
| +22% | +$895K | ﹤0.01% | 2185 |
|
|
2017
Q2 | $4.63M | Buy |
278,041
+188,719
| +211% | +$2.85M | ﹤0.01% | 2212 |
|
|
2017
Q1 | $1.32M | Buy |
89,322
+12,492
| +16% | +$192K | ﹤0.01% | 3308 |
|
|
2016
Q4 | $1.26M | Sell |
76,830
-47,492
| -38% | -$738K | ﹤0.01% | 3361 |
|
|
2016
Q3 | $1.8M | Buy |
124,322
+36,356
| +41% | +$506K | ﹤0.01% | 2937 |
|
|
2016
Q2 | $1.05M | Sell |
87,966
-11,309
| -11% | -$144K | ﹤0.01% | 3338 |
|
|
2016
Q1 | $1.19M | Sell |
99,275
-100,614
| -50% | -$1.05M | ﹤0.01% | 3106 |
|
|
2015
Q4 | $2.29M | Buy |
199,889
+95,644
| +92% | +$1.17M | ﹤0.01% | 2668 |
|
|
2015
Q3 | $1.17M | Sell |
104,245
-122,592
| -54% | -$1.79M | ﹤0.01% | 3214 |
|
|
2015
Q2 | $4.13M | Sell |
226,837
-393,896
| -63% | -$7.71M | ﹤0.01% | 2274 |
|
|
2015
Q1 | $12.6M | Sell |
620,733
-186,235
| -23% | -$3.83M | 0.01% | 1289 |
|
|
2014
Q4 | $17.4M | Buy |
+806,968
| New | +$16.1M | 0.01% | 1090 |
|
Other funds holding NAVI
SIM
UBS Group's NAVI Position: Q2 2026 in Review
UBS Group increased its Navient (NAVI) stake by 64% in Q2 2026, buying an estimated $1.09M and bringing the position to 330,955 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #4771.
UBS Group first reported a position in NAVI in Q4 2014 and has held it in 47 quarters since. The position peaked at $17.4M in Q4 2014. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.
- UBS Group held 330,955 shares of Navient worth $2.82M as of Q2 2026.
- UBS Group bought 129,501 Navient shares in Q2 2026, an estimated $1.09M.
- Navient made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4771 holding.
- UBS Group first reported a position in Navient in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Navient position peaked at $17.4M in Q4 2014.
- 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.