Raymond James Financial
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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
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 $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

Raymond James Financial's UTZ Position: Q1 2026 in Review

Raymond James Financial reduced its Utz Brands (UTZ) stake by 28% in Q1 2026, selling an estimated $85.1K and leaving 23,301 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #4909.

Raymond James Financial first reported a position in UTZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q2 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Raymond James Financial held 23,301 shares of Utz Brands worth $185K as of Q1 2026.
  • Raymond James Financial sold 9,160 Utz Brands shares in Q1 2026, an estimated $85.1K.
  • Utz Brands made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4909 holding.
  • Raymond James Financial first reported a position in Utz Brands in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Utz Brands position peaked at $1.39M in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.