Creative Planning
LEVI icon

Creative Planning’s Levi Strauss LEVI Stock Holding History

Creative Planning’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 		$815K Buy
32,829
+13,989
+74% +$315K ﹤0.01% 2817
2026
Q1 		$348K Buy
+18,840
New +$386K ﹤0.01% 3304
2025
Q1 		– Sell
-69
Closed -$1.19K – 3612
2024
Q4 		$1.19K Buy
+69
New +$1.22K ﹤0.01% 3513

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

Creative Planning's LEVI Position: Q2 2026 in Review

Creative Planning increased its Levi Strauss (LEVI) stake by 74% in Q2 2026, buying an estimated $315K and bringing the position to 32,829 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

Creative Planning first reported a position in LEVI in Q4 2024 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold LEVI as of Q2 2026.

  • Creative Planning held 32,829 shares of Levi Strauss worth $815K as of Q2 2026.
  • Creative Planning bought 13,989 Levi Strauss shares in Q2 2026, an estimated $315K.
  • Levi Strauss made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2817 holding.
  • Creative Planning first reported a position in Levi Strauss in Q4 2024 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.