Janney Montgomery Scott
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Janney Montgomery Scott’s Utz Brands UTZ Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-19,455
Closed -$202K – 3062
2025
Q4 		$202K Sell
19,455
-2,306
-11% -$24.9K ﹤0.01% 2802
2025
Q3 		$264K Sell
21,761
-5,675
-21% -$75.2K ﹤0.01% 2566
2025
Q2 		$344K Buy
27,436
+13,533
+97% +$177K ﹤0.01% 2264
2025
Q1 		$196K Buy
+13,903
New +$191K ﹤0.01% 2541
2024
Q1 		– Sell
-10,438
Closed -$170K – 2836
2023
Q4 		$170K Buy
+10,438
New +$138K ﹤0.01% 2499
2023
Q3 		– Sell
-12,137
Closed -$199K – 2768
2023
Q2 		$199K Sell
12,137
-1,173
-9% -$20.1K ﹤0.01% 2463
2023
Q1 		$219K Hold
13,310
– – ﹤0.01% 2239
2022
Q4 		$211K Buy
+13,310
New +$221K ﹤0.01% 2346
2022
Q2 		– Sell
-66,675
Closed -$985K – 2452
2022
Q1 		$985K Sell
66,675
-8
-0% -$125 ﹤0.01% 1256
2021
Q4 		$1.06M Sell
66,683
-31,629
-32% -$504K ﹤0.01% 1290
2021
Q3 		$1.68M Buy
98,312
+2,491
+3% +$50.6K 0.01% 1025
2021
Q2 		$2.09M Buy
95,821
+1,082
+1% +$27K 0.01% 919
2021
Q1 		$2.35M Buy
94,739
+37,132
+64% +$901K 0.01% 809
2020
Q4 		$1.27M Sell
57,607
-1,893
-3% -$36K 0.01% 1065
2020
Q3 		$1.06M Buy
+59,500
New +$903K 0.01% 1074

Other funds holding UTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janney Montgomery Scott's UTZ Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 19,455 shares — an estimated $202K sold.

Janney Montgomery Scott first reported a position in UTZ in Q3 2020 and held it in 15 quarters. The position peaked at $2.35M in Q1 2021. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Janney Montgomery Scott reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 19,455 Utz Brands shares in Q1 2026, an estimated $202K.
  • Janney Montgomery Scott first reported a position in Utz Brands in Q3 2020 and held it in 15 quarters.
  • Janney Montgomery Scott's Utz Brands position peaked at $2.35M in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.