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Allworth Financial’s Utz Brands UTZ Stock Holding History

Allworth Financial’s Portfolio UTZ Stock Details UTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.8K Buy
2,307
+1,516
+192% +$11.3K ﹤0.01% 3298
2026
Q1 		$6.26K Buy
791
+384
+94% +$3.57K ﹤0.01% 3817
2025
Q4 		$4.22K Buy
407
+130
+47% +$1.4K ﹤0.01% 3811
2025
Q3 		$3.37K Buy
277
+230
+489% +$3.05K ﹤0.01% 3762
2025
Q2 		$590 Sell
47
-208
-82% -$2.72K ﹤0.01% 4093
2025
Q1 		$3.5K Buy
255
+214
+522% +$2.94K ﹤0.01% 2958
2024
Q4 		$556 Hold
41
– – ﹤0.01% 3572
2024
Q3 		$726 Hold
41
– – ﹤0.01% 3334
2024
Q2 		$641 Buy
41
+21
+105% +$378 ﹤0.01% 3302
2024
Q1 		$369 Sell
20
-52
-72% -$926 ﹤0.01% 3363
2023
Q4 		$1.17K Sell
72
-100
-58% -$1.32K ﹤0.01% 2902
2023
Q3 		$2.31K Sell
172
-147
-46% -$2.27K ﹤0.01% 2467
2023
Q2 		$5.22K Sell
319
-218
-41% -$3.74K ﹤0.01% 2077
2023
Q1 		$8.85K Buy
+537
New +$8.89K ﹤0.01% 1835

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's UTZ Position: Q2 2026 in Review

Allworth Financial increased its Utz Brands (UTZ) stake by 192% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,307 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3298.

Allworth Financial first reported a position in UTZ in Q1 2023 and has held it in 14 quarters since. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Allworth Financial held 2,307 shares of Utz Brands worth $17.8K as of Q2 2026.
  • Allworth Financial bought 1,516 Utz Brands shares in Q2 2026, an estimated $11.3K.
  • Utz Brands made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3298 holding.
  • Allworth Financial first reported a position in Utz Brands in Q1 2023 and has held it in 14 quarters since.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.