Wealth Enhancement Advisory Services’s Navient NAVI Stock Holding History

Wealth Enhancement Advisory Services’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	$143K	Buy	+17,341	New	+$146K	﹤0.01%	3712

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

Wealth Enhancement Advisory Services's NAVI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Navient (NAVI) in Q2 2026: 17,341 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #3712 among its holdings.

255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

Wealth Enhancement Advisory Services held 17,341 shares of Navient worth $143K as of Q2 2026.
Navient was a new Wealth Enhancement Advisory Services position in Q2 2026.
Navient made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3712 holding.
255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.