KeyBank National Association

KeyBank National Association’s Utz Brands UTZ Stock Holding History

KeyBank National Association’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	$167K	Sell	21,090 -8,111	-28%	-$75.4K	﹤0.01%	1210
2025 Q4	$303K	Buy	29,201 +1	+0%	+$11	﹤0.01%	1022
2025 Q3	$355K	Hold	29,200	–	–	﹤0.01%	940
2025 Q2	$366K	Buy	29,200 +5,188	+22%	+$67.9K	﹤0.01%	897
2025 Q1	$338K	Sell	24,012 -18	-0.1%	-$248	﹤0.01%	918
2024 Q4	$376K	Buy	24,030 +18	+0.1%	+$304	﹤0.01%	912
2024 Q3	$425K	Hold	24,012	–	–	﹤0.01%	848
2024 Q2	$400K	Buy	24,012 +5,079	+27%	+$91.4K	﹤0.01%	823
2024 Q1	$349K	Buy	18,933 +3,137	+20%	+$55.8K	﹤0.01%	892
2023 Q4	$257K	Sell	15,796 -5,810	-27%	-$76.7K	﹤0.01%	964
2023 Q3	$290K	Sell	21,606 -1,957	-8%	-$30.2K	﹤0.01%	878
2023 Q2	$385K	Hold	23,563	–	–	﹤0.01%	798
2023 Q1	$388K	Buy	23,563 +842	+4%	+$13.9K	﹤0.01%	795
2022 Q4	$360K	Buy	22,721 +3,161	+16%	+$52.4K	﹤0.01%	809
2022 Q3	$295K	Buy	19,560 +6,419	+49%	+$104K	﹤0.01%	862
2022 Q2	$182K	Buy	+13,141	New	+$183K	﹤0.01%	1015

Other funds holding UTZ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group

Alyeska Investment Group Chicago, Illinois $35.3B 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