CFC Planning Company’s Levi Strauss LEVI Stock Holding History

CFC Planning Company’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 Q3	–	Sell	-13,312	Closed	-$246K	–	107
2025 Q2	$246K	Buy	+13,312	New	+$221K	0.23%	62

Other funds holding LEVI

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

CFC Planning Company's LEVI Position: Q3 2025 in Review

CFC Planning Company sold out of Levi Strauss (LEVI) in Q3 2025, closing a stake of 13,312 shares — an estimated $246K sold.

CFC Planning Company first reported a position in LEVI in Q2 2025 and held it in 1 quarter. The position peaked at $246K in Q2 2025. 271 funds tracked by Wall St. Rank hold LEVI as of Q3 2025.

CFC Planning Company reported no remaining Levi Strauss position as of Q3 2025 after selling out during the quarter.
CFC Planning Company sold 13,312 Levi Strauss shares in Q3 2025, an estimated $246K.
CFC Planning Company first reported a position in Levi Strauss in Q2 2025 and held it in 1 quarter.
CFC Planning Company's Levi Strauss position peaked at $246K in Q2 2025.
271 funds tracked by Wall St. Rank held Levi Strauss as of Q3 2025.

Based on CFC Planning Company's 13F filing for Q3 2025, filed 29 Oct 2025.