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Wealth Enhancement Trust Services’s Navient NAVI Stock Holding History

Wealth Enhancement Trust 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 		$851 Buy
+100
New +$840 ﹤0.01% 1159

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GCM
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JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $711M AUM 36.2% 1-Year Est. Return
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Wealth Enhancement Trust Services's NAVI Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Navient (NAVI) in Q2 2026: 100 shares worth $851. The stake represents ﹤0.01% of the portfolio and ranks #1159 among its holdings.

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

  • Wealth Enhancement Trust Services held 100 shares of Navient worth $851 as of Q2 2026.
  • Navient was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Navient made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1159 holding.
  • 152 funds tracked by Wall St. Rank held Navient as of Q2 2026.

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