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Beacon Investment Advisory Services’s Levi Strauss LEVI Stock Holding History

Beacon Investment Advisory Services’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
2026
Q2 		$2.48K Hold
100
– – ﹤0.01% 741
2026
Q1 		$1.85K Buy
+100
New +$2.05K ﹤0.01% 738

Other funds holding LEVI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Beacon Investment Advisory Services's LEVI Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Levi Strauss (LEVI) position steady in Q2 2026 at 100 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Beacon Investment Advisory Services first reported a position in LEVI in Q1 2026 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold LEVI as of Q2 2026.

  • Beacon Investment Advisory Services held 100 shares of Levi Strauss worth $2.48K as of Q2 2026.
  • Beacon Investment Advisory Services left its Levi Strauss share count unchanged in Q2 2026.
  • Levi Strauss made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #741 holding.
  • Beacon Investment Advisory Services first reported a position in Levi Strauss in Q1 2026 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.