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Jones Financial Companies’s
Utz Brands
UTZ
Stock Holding History
Jones Financial Companies’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
$78.6K
Buy
10,612
+9,484
+841%
+$88.1K
﹤0.01%
2767
2025
Q4
$11.7K
Sell
1,128
-342
-23%
-$3.69K
﹤0.01%
3150
2025
Q3
$17.8K
Sell
1,470
-95
-6%
-$1.26K
﹤0.01%
2854
2025
Q2
$19.5K
Buy
1,565
+851
+119%
+$11.1K
﹤0.01%
2603
2025
Q1
$10.1K
Buy
714
+614
+614%
+$8.45K
﹤0.01%
2704
2024
Q4
$1.57K
Hold
100
–
–
﹤0.01%
3053
2024
Q3
$1.79K
Buy
+100
New
+$1.66K
﹤0.01%
2695
Other funds holding UTZ
BlackRock
New York
$5.7T 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
New York
$1.47T 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
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
Alyeska Investment Group
Chicago, Illinois
$35.3B AUM
33.54%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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