Cerity Partners
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Cerity Partners’s Levi Strauss LEVI Stock Holding History

Cerity Partners’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
Q1 		$2.3M Buy
124,405
+22,807
+22% +$467K ﹤0.01% 1412
2025
Q4 		$2.11M Buy
101,598
+11,309
+13% +$244K ﹤0.01% 1356
2025
Q3 		$2.1M Buy
90,289
+72,309
+402% +$1.54M ﹤0.01% 1275
2025
Q2 		$332K Buy
+17,980
New +$299K ﹤0.01% 2096
2024
Q2 		– Sell
-15,270
Closed -$305K – 2323
2024
Q1 		$305K Buy
+15,270
New +$265K ﹤0.01% 1856

Other funds holding LEVI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cerity Partners's LEVI Position: Q1 2026 in Review

Cerity Partners increased its Levi Strauss (LEVI) stake by 22% in Q1 2026, buying an estimated $467K and bringing the position to 124,405 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Cerity Partners first reported a position in LEVI in Q1 2024 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold LEVI as of Q1 2026.

  • Cerity Partners held 124,405 shares of Levi Strauss worth $2.3M as of Q1 2026.
  • Cerity Partners bought 22,807 Levi Strauss shares in Q1 2026, an estimated $467K.
  • Levi Strauss made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1412 holding.
  • Cerity Partners first reported a position in Levi Strauss in Q1 2024 and has held it in 5 quarters since.
  • 283 funds tracked by Wall St. Rank held Levi Strauss as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.