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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
Q2 		$872K Buy
113,300
+88,300
+353% +$659K 0.01% 1028
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jefferies Financial Group's UTZ Position: Q2 2026 in Review

Jefferies Financial Group increased its Utz Brands (UTZ) stake by 353% in Q2 2026, buying an estimated $659K and bringing the position to 113,300 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #1028.

Jefferies Financial Group first reported a position in UTZ in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.34M in Q4 2025. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Jefferies Financial Group held 113,300 shares of Utz Brands worth $872K as of Q2 2026.
  • Jefferies Financial Group bought 88,300 Utz Brands shares in Q2 2026, an estimated $659K.
  • Utz Brands made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1028 holding.
  • Jefferies Financial Group first reported a position in Utz Brands in Q2 2024 and has held it in 4 quarters since.
  • Jefferies Financial Group's Utz Brands position peaked at $2.34M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.