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James T. Borello RIA’s Levi Strauss LEVI Stock Holding History

James T. Borello RIA’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
Q3 		$256 Buy
13
+7
+117% +$157 ﹤0.01% 1098
2026
Q2 		$149 Hold
6
– – ﹤0.01% 1161
2026
Q1 		$111 Buy
+6
New +$123 ﹤0.01% 1157

Other funds holding LEVI

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

James T. Borello RIA's LEVI Position: Q3 2026 in Review

James T. Borello RIA increased its Levi Strauss (LEVI) stake by 117% in Q3 2026, buying an estimated $157 and bringing the position to 13 shares worth $256. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

James T. Borello RIA first reported a position in LEVI in Q1 2026 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold LEVI as of Q3 2026.

  • James T. Borello RIA held 13 shares of Levi Strauss worth $256 as of Q3 2026.
  • James T. Borello RIA bought 7 Levi Strauss shares in Q3 2026, an estimated $157.
  • Levi Strauss made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1098 holding.
  • James T. Borello RIA first reported a position in Levi Strauss in Q1 2026 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Levi Strauss as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.