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
Q3 		$38.4K Sell
2,694
-125
-4% -$1.61K ﹤0.01% 3631
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 $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Farther Finance Advisors's UTZ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Utz Brands (UTZ) stake by 4.4% in Q3 2026, selling an estimated $1.61K and leaving 2,694 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3631.

Farther Finance Advisors first reported a position in UTZ in Q2 2023 and has held it in 11 quarters since. The position peaked at $45.2K in Q4 2025. 8 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

  • Farther Finance Advisors held 2,694 shares of Utz Brands worth $38.4K as of Q3 2026.
  • Farther Finance Advisors sold 125 Utz Brands shares in Q3 2026, an estimated $1.61K.
  • Utz Brands made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3631 holding.
  • Farther Finance Advisors first reported a position in Utz Brands in Q2 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Utz Brands position peaked at $45.2K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.