Creative Planning

Position in NAVI — Navient Corp

CIK 1540235 OVERLAND PARK, KS

Position in NAVI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,323,008

-$224,996 QoQ

Shares Held

272,974

-12.4% QoQ

Ownership

0.291%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#49

of 256 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $703,619,065 across 34 Credit Services names. NAVI ranks #17 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	893,823	$306,661,732
2	MA	Mastercard Inc	296,884	$152,479,622
3	AXP	American Express Co	278,355	$94,153,578
4	COF	Capital One Financial Corp	270,916	$54,351,167
5	PYPL	PayPal Holdings, Inc.	436,591	$18,851,998
6	FCFS	FirstCash Holdings, Inc.	50,456	$10,914,641
7	OMF	OneMain Holdings, Inc.	175,073	$10,674,199
8	ENVA	Enova International, Inc.	28,187	$6,785,456

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,323,008	272,974	-12.4%	Shares	Defined	2026-08-13
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.