Atala Financial’s Levi Strauss LEVI Stock Holding History

Atala Financial’s Portfolio LEVI Stock Details LEVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-40	Closed	-$624	–	310
2025 Q1	$624	Hold	40	–	–	﹤0.01%	459
2024 Q4	$692	Buy	+40	New	+$708	﹤0.01%	457

Other funds holding LEVI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KAH

Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Atala Financial's LEVI Position: Q2 2025 in Review

Atala Financial sold out of Levi Strauss (LEVI) in Q2 2025, closing a stake of 40 shares — an estimated $624 sold.

Atala Financial first reported a position in LEVI in Q4 2024 and held it in 2 quarters. The position peaked at $692 in Q4 2024. 256 funds tracked by Wall St. Rank hold LEVI as of Q2 2025.

Atala Financial reported no remaining Levi Strauss position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 40 Levi Strauss shares in Q2 2025, an estimated $624.
Atala Financial first reported a position in Levi Strauss in Q4 2024 and held it in 2 quarters.
Atala Financial's Levi Strauss position peaked at $692 in Q4 2024.
256 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.