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Outfitter Financial’s Utz Brands UTZ Stock Holding History

Outfitter Financial’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
Q3 		– Sell
-59,770
Closed -$460K – 80
2026
Q2 		$460K Sell
59,770
-600
-1% -$4.48K 0.32% 68
2026
Q1 		$478K Sell
60,370
-1,275
-2% -$11.8K 0.37% 70
2025
Q4 		$640K Sell
61,645
-7,200
-10% -$77.7K 0.5% 63
2025
Q3 		$836K Buy
68,845
+9,600
+16% +$127K 0.68% 53
2025
Q2 		$744K Buy
59,245
+5,045
+9% +$66K 0.63% 56
2025
Q1 		$763K Buy
54,200
+1,970
+4% +$27.1K 0.69% 52
2024
Q4 		$818K Buy
52,230
+300
+0.6% +$5.07K 0.65% 50
2024
Q3 		$919K Sell
51,930
-1,805
-3% -$30K 0.76% 47
2024
Q2 		$894K Sell
53,735
-30
-0.1% -$540 0.74% 47
2024
Q1 		$991K Sell
53,765
-450
-0.8% -$8.01K 0.81% 44
2023
Q4 		$880K Buy
54,215
+4,970
+10% +$65.6K 0.77% 47
2023
Q3 		$661K Buy
49,245
+1,000
+2% +$15.4K 0.62% 61
2023
Q2 		$789K Buy
48,245
+1,800
+4% +$30.9K 0.71% 54
2023
Q1 		$765K Sell
46,445
-400
-0.9% -$6.62K 0.69% 54
2022
Q4 		$743K Sell
46,845
-400
-0.8% -$6.63K 0.67% 57
2022
Q3 		$713K Buy
47,245
+805
+2% +$13K 0.7% 58
2022
Q2 		$642K Sell
46,440
-250
-0.5% -$3.48K 0.58% 61
2022
Q1 		$690K Buy
46,690
+4,025
+9% +$62.9K 0.53% 66
2021
Q4 		$681K Buy
42,665
+600
+1% +$9.6K 0.5% 66
2021
Q3 		$721K Buy
42,065
+3,650
+10% +$74.2K 0.57% 65
2021
Q2 		$837K Buy
38,415
+1,520
+4% +$37.9K 0.64% 60
2021
Q1 		$915K Buy
36,895
+3,495
+10% +$84.8K 0.75% 52
2020
Q4 		$737K Buy
+33,400
New +$635K 0.71% 55

Other funds holding UTZ

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Trium Capital
Trium Capital London, United Kingdom $79.4M AUM 36.67% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Outfitter Financial's UTZ Position: Q3 2026 in Review

Outfitter Financial sold out of Utz Brands (UTZ) in Q3 2026, closing a stake of 59,770 shares — an estimated $460K sold.

Outfitter Financial first reported a position in UTZ in Q4 2020 and held it in 23 quarters. The position peaked at $991K in Q1 2024. 28 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

  • Outfitter Financial reported no remaining Utz Brands position as of Q3 2026 after selling out during the quarter.
  • Outfitter Financial sold 59,770 Utz Brands shares in Q3 2026, an estimated $460K.
  • Outfitter Financial first reported a position in Utz Brands in Q4 2020 and held it in 23 quarters.
  • Outfitter Financial's Utz Brands position peaked at $991K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on Outfitter Financial's 13F filing for Q3 2026, filed 23 Oct 2026.