Jones Financial Companies
LEVI icon

Jones Financial Companies’s Levi Strauss LEVI Stock Holding History

Jones Financial Companies’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 		$2.31M Buy
126,316
+107,706
+579% +$2.21M ﹤0.01% 1363
2025
Q4 		$386K Buy
18,610
+12,057
+184% +$260K ﹤0.01% 1622
2025
Q3 		$151K Buy
6,553
+614
+10% +$13K ﹤0.01% 1901
2025
Q2 		$110K Sell
5,939
-484
-8% -$8.05K ﹤0.01% 1896
2025
Q1 		$101K Sell
6,423
-827
-11% -$14.4K ﹤0.01% 1770
2024
Q4 		$125K Buy
7,250
+6,778
+1,436% +$120K ﹤0.01% 1540
2024
Q3 		$10.2K Buy
+472
New +$8.93K ﹤0.01% 2202

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