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Sunrise Financial Services’s Levi Strauss LEVI Stock Holding History

Sunrise Financial Services’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 		$1.49K Hold
60
– – ﹤0.01% 443
2026
Q1 		$1.11K Hold
60
– – ﹤0.01% 486
2025
Q4 		$1.24K Buy
+60
New +$1.29K ﹤0.01% 437

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

Sunrise Financial Services's LEVI Position: Q2 2026 in Review

Sunrise Financial Services held its Levi Strauss (LEVI) position steady in Q2 2026 at 60 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Sunrise Financial Services first reported a position in LEVI in Q4 2025 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold LEVI as of Q2 2026.

  • Sunrise Financial Services held 60 shares of Levi Strauss worth $1.49K as of Q2 2026.
  • Sunrise Financial Services left its Levi Strauss share count unchanged in Q2 2026.
  • Levi Strauss made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #443 holding.
  • Sunrise Financial Services first reported a position in Levi Strauss in Q4 2025 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held Levi Strauss as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.