Creative Planning

Position in NAVI — Navient Corp

CIK 1540235 OVERLAND PARK, KS

Position in NAVI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,548,004

+$1,878,543 QoQ

Shares Held

311,492

+504.9% QoQ

Ownership

0.331%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $575,736,767 across 31 Credit Services names. NAVI ranks #14 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	811,682	$245,322,766
2	MA	Mastercard Inc	282,263	$141,035,530
3	AXP	American Express Co	241,230	$72,967,249
4	COF	Capital One Financial Corp	226,760	$41,367,826
5	PYPL	PayPal Holdings, Inc.	478,103	$21,624,597
6	FCFS	FirstCash Holdings, Inc.	47,510	$8,931,880
7	OMF	OneMain Holdings, Inc.	149,331	$7,987,715
8	SOFI	SoFi Technologies, Inc.	294,595	$4,678,168

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,548,004	311,492	+504.9%	Shares	Sole	2026-05-12
2025-12-31	$669,461	51,497	+22.3%	Shares	Sole	2026-02-17
2025-09-30	$553,904	42,122	-0.6%	Shares	Sole	2025-11-14
2025-06-30	$597,614	42,384	-36.1%	Shares	Defined	2025-08-08
2025-03-31	$837,571	66,316	+32.4%	Shares	Sole	2025-05-15
2024-12-31	$665,482	50,074	-9.6%	Shares	Defined	2025-02-14
2024-09-30	$863,483	55,387	+32.2%	Shares	Defined	2024-10-11
2024-06-30	$609,916	41,890	+250.9%	Shares	Defined	2024-08-15
2024-03-31	$207,738	11,939	-10.5%	Shares	Sole	2024-05-13
2023-12-31	$248,297	13,335	+1.7%	Shares	Sole	2024-02-14
2023-09-30	$225,891	13,118	+5.6%	Shares	Sole	2023-11-16
2023-06-30	$230,874	12,426	+8589.5%	Shares	Defined	2023-07-21
2022-12-31	$2,352	143	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.