Jones Financial Companies
UTZ icon

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
Q2 		$109K Buy
14,122
+3,510
+33% +$26.2K ﹤0.01% 2827
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
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 $4.34B AUM 17.52% 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

Jones Financial Companies's UTZ Position: Q2 2026 in Review

Jones Financial Companies increased its Utz Brands (UTZ) stake by 33% in Q2 2026, buying an estimated $26.2K and bringing the position to 14,122 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Jones Financial Companies first reported a position in UTZ in Q3 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Jones Financial Companies held 14,122 shares of Utz Brands worth $109K as of Q2 2026.
  • Jones Financial Companies bought 3,510 Utz Brands shares in Q2 2026, an estimated $26.2K.
  • Utz Brands made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2827 holding.
  • Jones Financial Companies first reported a position in Utz Brands in Q3 2024 and has held it in 8 quarters since.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.