FFA
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Farther Finance Advisors’s Utz Brands UTZ Stock Holding History

Farther Finance Advisors’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 		$21.7K Buy
2,819
+1
+0% +$7 ﹤0.01% 3912
2026
Q1 		$21.8K Sell
2,818
-1,538
-35% -$14.3K ﹤0.01% 3601
2025
Q4 		$45.2K Buy
4,356
+2,362
+118% +$25.5K ﹤0.01% 2889
2025
Q3 		$24.2K Buy
1,994
+1,975
+10,395% +$26.2K ﹤0.01% 2908
2025
Q2 		$238 Sell
19
-44
-70% -$576 ﹤0.01% 4180
2025
Q1 		$896 Buy
63
+54
+600% +$743 ﹤0.01% 3640
2024
Q4 		$141 Hold
9
– – ﹤0.01% 3726
2024
Q3 		$159 Sell
9
-38
-81% -$631 ﹤0.01% 3701
2024
Q2 		$782 Buy
+47
New +$846 ﹤0.01% 3155
2023
Q3 		– Sell
-29
Closed -$474 – 2698
2023
Q2 		$474 Buy
+29
New +$498 ﹤0.01% 2169

Other funds holding UTZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Farther Finance Advisors's UTZ Position: Q2 2026 in Review

Farther Finance Advisors increased its Utz Brands (UTZ) stake by 0.04% in Q2 2026, buying an estimated $7 and bringing the position to 2,819 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3912.

Farther Finance Advisors first reported a position in UTZ in Q2 2023 and has held it in 10 quarters since. The position peaked at $45.2K in Q4 2025. 12 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Farther Finance Advisors held 2,819 shares of Utz Brands worth $21.7K as of Q2 2026.
  • Farther Finance Advisors bought 1 Utz Brands share in Q2 2026, an estimated $7.
  • Utz Brands made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3912 holding.
  • Farther Finance Advisors first reported a position in Utz Brands in Q2 2023 and has held it in 10 quarters since.
  • Farther Finance Advisors's Utz Brands position peaked at $45.2K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.