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NFJ Investment Group’s Utz Brands UTZ Stock Holding History

NFJ Investment 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
2025
Q3 		– Sell
-104,083
Closed -$1.31M – 297
2025
Q2 		$1.31M Sell
104,083
-643
-0.6% -$8.41K 0.05% 235
2025
Q1 		$1.47M Buy
104,726
+12,595
+14% +$173K 0.05% 222
2024
Q4 		$1.44M Sell
92,131
-1,127
-1% -$19.1K 0.05% 231
2024
Q3 		$1.65M Buy
+93,258
New +$1.55M 0.05% 227

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NFJ Investment Group's UTZ Position: Q3 2025 in Review

NFJ Investment Group sold out of Utz Brands (UTZ) in Q3 2025, closing a stake of 104,083 shares — an estimated $1.31M sold.

NFJ Investment Group first reported a position in UTZ in Q3 2024 and held it in 4 quarters. The position peaked at $1.65M in Q3 2024. 239 funds tracked by Wall St. Rank hold UTZ as of Q3 2025.

  • NFJ Investment Group reported no remaining Utz Brands position as of Q3 2025 after selling out during the quarter.
  • NFJ Investment Group sold 104,083 Utz Brands shares in Q3 2025, an estimated $1.31M.
  • NFJ Investment Group first reported a position in Utz Brands in Q3 2024 and held it in 4 quarters.
  • NFJ Investment Group's Utz Brands position peaked at $1.65M in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Utz Brands as of Q3 2025.

Based on NFJ Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.