EP
LEVI icon

Essential Partners’s Levi Strauss LEVI Stock Holding History

Essential 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
Q3 		$53.5K Buy
2,714
+919
+51% +$20.6K 0.02% 592
2026
Q2 		$44.6K Buy
1,795
+532
+42% +$12K 0.02% 643
2026
Q1 		$23.4K Sell
1,263
-24
-2% -$492 0.01% 868
2025
Q4 		$26.7K Buy
1,287
+24
+2% +$517 0.01% 804
2025
Q3 		$29.4K Hold
1,263
– – 0.01% 761
2025
Q2 		$23.4K Buy
+1,263
New +$21K 0.01% 632

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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essential Partners's LEVI Position: Q3 2026 in Review

Essential Partners increased its Levi Strauss (LEVI) stake by 51% in Q3 2026, buying an estimated $20.6K and bringing the position to 2,714 shares worth $53.5K. The position accounts for 0.02% of the portfolio, ranked #592.

Essential Partners first reported a position in LEVI in Q2 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold LEVI as of Q3 2026.

  • Essential Partners held 2,714 shares of Levi Strauss worth $53.5K as of Q3 2026.
  • Essential Partners bought 919 Levi Strauss shares in Q3 2026, an estimated $20.6K.
  • Levi Strauss made up 0.02% of Essential Partners's portfolio in Q3 2026, its #592 holding.
  • Essential Partners first reported a position in Levi Strauss in Q2 2025 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held Levi Strauss as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.