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NBC Securities’s Utz Brands UTZ Stock Holding History

NBC Securities’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 		$792 Hold
100
– – ﹤0.01% 2445
2025
Q4 		$1.04K Sell
100
-28
-22% -$302 ﹤0.01% 2534
2025
Q3 		$1.55K Hold
128
– – ﹤0.01% 2461
2025
Q2 		$1K Sell
128
-300
-70% -$3.92K ﹤0.01% 2425
2025
Q1 		$6K Buy
+428
New +$5.89K ﹤0.01% 1843
2024
Q4 		– Sell
-128
Closed -$2K – 2042
2024
Q3 		$2K Hold
128
– – ﹤0.01% 2047
2024
Q2 		$2K Sell
128
-125
-49% -$2.25K ﹤0.01% 2013
2024
Q1 		$4K Hold
253
– – ﹤0.01% 1918
2023
Q4 		$4K Hold
253
– – ﹤0.01% 1927
2023
Q3 		$3K Buy
+253
New +$3.9K ﹤0.01% 1967

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

NBC Securities's UTZ Position: Q1 2026 in Review

NBC Securities held its Utz Brands (UTZ) position steady in Q1 2026 at 100 shares worth $792. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

NBC Securities first reported a position in UTZ in Q3 2023 and has held it in 10 quarters since. The position peaked at $6K in Q1 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • NBC Securities held 100 shares of Utz Brands worth $792 as of Q1 2026.
  • NBC Securities left its Utz Brands share count unchanged in Q1 2026.
  • Utz Brands made up ﹤0.01% of NBC Securities's portfolio in Q1 2026, its #2445 holding.
  • NBC Securities first reported a position in Utz Brands in Q3 2023 and has held it in 10 quarters since.
  • NBC Securities's Utz Brands position peaked at $6K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.