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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
Q3 		$1.97K Hold
100
– – ﹤0.01% 735
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

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Beacon Investment Advisory Services's LEVI Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Levi Strauss (LEVI) position steady in Q3 2026 at 100 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Beacon Investment Advisory Services first reported a position in LEVI in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.48K in Q2 2026. 18 funds tracked by Wall St. Rank hold LEVI as of Q3 2026.

  • Beacon Investment Advisory Services held 100 shares of Levi Strauss worth $1.97K as of Q3 2026.
  • Beacon Investment Advisory Services left its Levi Strauss share count unchanged in Q3 2026.
  • Levi Strauss made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #735 holding.
  • Beacon Investment Advisory Services first reported a position in Levi Strauss in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Levi Strauss position peaked at $2.48K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Levi Strauss as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.