Raymond James Financial
UTZ icon

Raymond James Financial’s Utz Brands UTZ Stock Holding History

Raymond James 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
Q2 		$90.9K Sell
11,801
-11,500
-49% -$85.8K ﹤0.01% 5188
2026
Q1 		$185K Sell
23,301
-9,160
-28% -$85.1K ﹤0.01% 4909
2025
Q4 		$337K Buy
32,461
+889
+3% +$9.59K ﹤0.01% 4500
2025
Q3 		$384K Sell
31,572
-78,921
-71% -$1.05M ﹤0.01% 4275
2025
Q2 		$1.39M Buy
110,493
+71,277
+182% +$932K ﹤0.01% 3353
2025
Q1 		$552K Buy
39,216
+17,544
+81% +$241K ﹤0.01% 3882
2024
Q4 		$339K Buy
+21,672
New +$366K ﹤0.01% 4113

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 $4.87B AUM 31.21% 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

Raymond James Financial's UTZ Position: Q2 2026 in Review

Raymond James Financial reduced its Utz Brands (UTZ) stake by 49% in Q2 2026, selling an estimated $85.8K and leaving 11,801 shares worth $90.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5188.

Raymond James Financial first reported a position in UTZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q2 2025. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Raymond James Financial held 11,801 shares of Utz Brands worth $90.9K as of Q2 2026.
  • Raymond James Financial sold 11,500 Utz Brands shares in Q2 2026, an estimated $85.8K.
  • Utz Brands made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5188 holding.
  • Raymond James Financial first reported a position in Utz Brands in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Utz Brands position peaked at $1.39M in Q2 2025.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

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