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EP Wealth Advisors’s Levi Strauss LEVI Stock Holding History

EP Wealth Advisors’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 		$376K Buy
15,136
+867
+6% +$19.5K ﹤0.01% 1167
2026
Q1 		$264K Sell
14,269
-732
-5% -$15K ﹤0.01% 1240
2025
Q4 		$311K Buy
+15,001
New +$323K ﹤0.01% 1118
2025
Q2 		$273K Buy
14,790
+56
+0.4% +$932 ﹤0.01% 1077
2025
Q1 		$230K Buy
14,734
+2,220
+18% +$38.6K ﹤0.01% 1062
2024
Q4 		$216K Buy
+12,514
New +$221K ﹤0.01% 1035

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

EP Wealth Advisors's LEVI Position: Q2 2026 in Review

EP Wealth Advisors increased its Levi Strauss (LEVI) stake by 6.1% in Q2 2026, buying an estimated $19.5K and bringing the position to 15,136 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

EP Wealth Advisors first reported a position in LEVI in Q4 2024 and has held it in 6 quarters since. 315 funds tracked by Wall St. Rank hold LEVI as of Q2 2026.

  • EP Wealth Advisors held 15,136 shares of Levi Strauss worth $376K as of Q2 2026.
  • EP Wealth Advisors bought 867 Levi Strauss shares in Q2 2026, an estimated $19.5K.
  • Levi Strauss made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1167 holding.
  • EP Wealth Advisors first reported a position in Levi Strauss in Q4 2024 and has held it in 6 quarters since.
  • 315 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.