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Jefferies Financial Group’s Utz Brands UTZ Stock Holding History

Jefferies Financial Group’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 		$198K Sell
25,000
-200,059
-89% -$1.86M ﹤0.01% 1529
2025
Q4 		$2.34M Buy
+225,059
New +$2.43M 0.01% 748
2024
Q3 		– Sell
-49,022
Closed -$816K – 1789
2024
Q2 		$816K Buy
+49,022
New +$882K 0.01% 815

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

Jefferies Financial Group's UTZ Position: Q1 2026 in Review

Jefferies Financial Group reduced its Utz Brands (UTZ) stake by 89% in Q1 2026, selling an estimated $1.86M and leaving 25,000 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Jefferies Financial Group first reported a position in UTZ in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.34M in Q4 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Jefferies Financial Group held 25,000 shares of Utz Brands worth $198K as of Q1 2026.
  • Jefferies Financial Group sold 200,059 Utz Brands shares in Q1 2026, an estimated $1.86M.
  • Utz Brands made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1529 holding.
  • Jefferies Financial Group first reported a position in Utz Brands in Q2 2024 and has held it in 3 quarters since.
  • Jefferies Financial Group's Utz Brands position peaked at $2.34M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.