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Institute for Wealth Management’s Levi Strauss LEVI Stock Holding History

Institute for Wealth Management’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 		$7.38K Buy
+297
New +$6.69K ﹤0.01% 1387

Other funds holding LEVI

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
MKA
M. Kulyk & Associates Decatur, Georgia $613M AUM 22.75% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Institute for Wealth Management's LEVI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Levi Strauss (LEVI) in Q2 2026: 297 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #1387 among its holdings.

131 funds tracked by Wall St. Rank hold LEVI as of Q2 2026.

  • Institute for Wealth Management held 297 shares of Levi Strauss worth $7.38K as of Q2 2026.
  • Levi Strauss was a new Institute for Wealth Management position in Q2 2026.
  • Levi Strauss made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1387 holding.
  • 131 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.