IA
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IFP Advisors’s Levi Strauss LEVI Stock Holding History

IFP 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
Q1 		$144K Buy
7,773
+5,445
+234% +$112K ﹤0.01% 1590
2025
Q4 		$48.3K Hold
2,328
– – ﹤0.01% 2205
2025
Q3 		$54.2K Buy
2,328
+338
+17% +$7.18K ﹤0.01% 2035
2025
Q2 		$49.3K Sell
1,990
-398
-17% -$6.62K ﹤0.01% 2061
2025
Q1 		$37.6K Buy
+2,388
New +$41.6K ﹤0.01% 2025
2024
Q4 		– Hold
0
– – – 3721
2023
Q1 		– Sell
-106
Closed -$3K – 3988
2022
Q4 		$3K Sell
106
-55
-34% -$854 ﹤0.01% 4023
2022
Q3 		$4K Buy
161
+1
+0.6% +$18 ﹤0.01% 4136
2022
Q2 		$4K Hold
160
– – ﹤0.01% 3896
2022
Q1 		$4K Buy
+160
New +$3.45K ﹤0.01% 3895
2021
Q3 		– Hold
0
– – – 4101
2021
Q2 		– Hold
0
– – – 3832
2021
Q1 		– Hold
0
– – – 3755
2020
Q4 		– Hold
0
– – – 3597
2020
Q3 		– Hold
0
– – – 3474
2020
Q2 		– Sell
-27
Closed -$354 – 3322
2020
Q1 		$0 Buy
+27
New +$477 ﹤0.01% 3296
2019
Q4 		– Hold
0
– – – 3291
2019
Q3 		– Hold
0
– – – 3416
2019
Q1 		$4K Buy
+200
New +$4.48K ﹤0.01% 1936

Other funds holding LEVI

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $761B 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 $5.7T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B 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