JFS Wealth Advisors’s Levi Strauss LEVI Stock Holding History

JFS 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	$1.34K	Hold	54	–	–	﹤0.01%	1734
2026 Q1	$999	Hold	54	–	–	﹤0.01%	1672
2025 Q4	$1.12K	Buy	54 +24	+80%	+$517	﹤0.01%	1686
2025 Q3	$699	Hold	30	–	–	﹤0.01%	1695
2025 Q2	$555	Sell	30 -29	-49%	-$482	﹤0.01%	1679
2025 Q1	$920	Buy	59 +22	+59%	+$383	﹤0.01%	1663
2024 Q4	$641	Hold	37	–	–	﹤0.01%	1748
2024 Q3	$807	Buy	37 +2	+6%	+$38	﹤0.01%	1736
2024 Q2	$675	Hold	35	–	–	﹤0.01%	1762
2024 Q1	$700	Hold	35	–	–	﹤0.01%	1729
2023 Q4	$579	Sell	35 -13	-27%	-$193	﹤0.01%	1774
2023 Q3	$652	Buy	48 +6	+14%	+$84	﹤0.01%	1695
2023 Q2	$607	Sell	42 -10	-19%	-$144	﹤0.01%	1728
2023 Q1	$948	Buy	52 +20	+63%	+$344	﹤0.01%	1596
2022 Q4	$497	Buy	32 +2	+7%	+$31	﹤0.01%	1735
2022 Q3	$0	Sell	30 -26	-46%	-$464	﹤0.01%	1836
2022 Q2	$1K	Buy	56 +36	+180%	+$650	﹤0.01%	1571
2022 Q1	$0	Buy	20 +9	+82%	+$194	﹤0.01%	1903
2021 Q4	$0	Buy	+11	New	+$284	﹤0.01%	1809

Other funds holding LEVI

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lancaster Investment Management London, United Kingdom $165M AUM 8.37% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return