James T. Borello RIA
NAVI icon

James T. Borello RIA’s Navient NAVI Stock Holding History

James T. Borello RIA’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
Q3 		$4.12K Sell
454
-1
-0.2% -$9 ﹤0.01% 828
2026
Q2 		$3.87K Buy
+455
New +$3.82K ﹤0.01% 846
2025
Q4 		– Sell
-15
Closed -$197 – 1174
2025
Q3 		$197 Buy
+15
New +$204 ﹤0.01% 924

Other funds holding NAVI

Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

James T. Borello RIA's NAVI Position: Q3 2026 in Review

James T. Borello RIA reduced its Navient (NAVI) stake by 0.22% in Q3 2026, selling an estimated $9 and leaving 454 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

James T. Borello RIA first reported a position in NAVI in Q3 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold NAVI as of Q3 2026.

  • James T. Borello RIA held 454 shares of Navient worth $4.12K as of Q3 2026.
  • James T. Borello RIA sold 1 Navient share in Q3 2026, an estimated $9.
  • Navient made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #828 holding.
  • James T. Borello RIA first reported a position in Navient in Q3 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Navient as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.