EFS
UTZ icon

Econ Financial Services’s Utz Brands UTZ Stock Holding History

Econ Financial Services’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
2025
Q3 		– Sell
-38,310
Closed -$481K – 105
2025
Q2 		$481K Buy
+38,310
New +$501K 0.25% 75

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Econ Financial Services's UTZ Position: Q3 2025 in Review

Econ Financial Services sold out of Utz Brands (UTZ) in Q3 2025, closing a stake of 38,310 shares — an estimated $481K sold.

Econ Financial Services first reported a position in UTZ in Q2 2025 and held it in 1 quarter. The position peaked at $481K in Q2 2025. 239 funds tracked by Wall St. Rank hold UTZ as of Q3 2025.

  • Econ Financial Services reported no remaining Utz Brands position as of Q3 2025 after selling out during the quarter.
  • Econ Financial Services sold 38,310 Utz Brands shares in Q3 2025, an estimated $481K.
  • Econ Financial Services first reported a position in Utz Brands in Q2 2025 and held it in 1 quarter.
  • Econ Financial Services's Utz Brands position peaked at $481K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Utz Brands as of Q3 2025.

Based on Econ Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.