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Root Financial Partners’s Levi Strauss LEVI Stock Holding History

Root Financial 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
Q2 		– Sell
-251
Closed -$4.64K – 1950
2026
Q1 		$4.64K Buy
251
+15
+6% +$307 ﹤0.01% 1981
2025
Q4 		$4.89K Buy
236
+26
+12% +$560 ﹤0.01% 1771
2025
Q3 		$4.89K Buy
+210
New +$4.46K ﹤0.01% 1736

Other funds holding LEVI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Root Financial Partners's LEVI Position: Q2 2026 in Review

Root Financial Partners sold out of Levi Strauss (LEVI) in Q2 2026, closing a stake of 251 shares — an estimated $4.64K sold.

Root Financial Partners first reported a position in LEVI in Q3 2025 and held it in 3 quarters. The position peaked at $4.89K in Q4 2025. 315 funds tracked by Wall St. Rank hold LEVI as of Q2 2026.

  • Root Financial Partners reported no remaining Levi Strauss position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 251 Levi Strauss shares in Q2 2026, an estimated $4.64K.
  • Root Financial Partners first reported a position in Levi Strauss in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Levi Strauss position peaked at $4.89K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.