Stifel Financial
UTZ icon

Stifel Financial’s Utz Brands UTZ Stock Holding History

Stifel 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 		$2.13M Buy
269,139
+42,137
+19% +$391K ﹤0.01% 1916
2025
Q4 		$2.36M Buy
227,002
+7,557
+3% +$81.5K ﹤0.01% 1822
2025
Q3 		$2.67M Buy
219,445
+25,582
+13% +$339K ﹤0.01% 1698
2025
Q2 		$2.43M Sell
193,863
-13,273
-6% -$174K ﹤0.01% 1705
2025
Q1 		$2.92M Buy
207,136
+7,349
+4% +$101K ﹤0.01% 1497
2024
Q4 		$3.13M Buy
199,787
+3,536
+2% +$59.8K ﹤0.01% 1490
2024
Q3 		$3.47M Buy
196,251
+11,641
+6% +$193K ﹤0.01% 1417
2024
Q2 		$3.07M Buy
184,610
+15,909
+9% +$286K ﹤0.01% 1437
2024
Q1 		$3.11M Buy
168,701
+11,117
+7% +$198K ﹤0.01% 1423
2023
Q4 		$2.56M Buy
157,584
+20,136
+15% +$266K ﹤0.01% 1497
2023
Q3 		$1.85M Buy
137,448
+17,762
+15% +$274K ﹤0.01% 1644
2023
Q2 		$1.96M Buy
119,686
+9,704
+9% +$167K ﹤0.01% 1640
2023
Q1 		$1.81M Buy
109,982
+3,592
+3% +$59.4K ﹤0.01% 1632
2022
Q4 		$1.69M Buy
106,390
+6,818
+7% +$113K ﹤0.01% 1650
2022
Q3 		$1.5M Buy
99,572
+14,535
+17% +$236K ﹤0.01% 1665
2022
Q2 		$1.18M Buy
85,037
+62,715
+281% +$872K ﹤0.01% 1881
2022
Q1 		$330K Buy
+22,322
New +$349K ﹤0.01% 2821
2020
Q2 		– Sell
-25,000
Closed -$256K – 2955
2020
Q1 		$256K Hold
25,000
– – ﹤0.01% 2294
2019
Q4 		$257K Hold
25,000
– – ﹤0.01% 2621
2019
Q3 		$255K Hold
25,000
– – ﹤0.01% 2527
2019
Q2 		$250K Buy
+25,000
New +$250K ﹤0.01% 2596

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

Stifel Financial's UTZ Position: Q1 2026 in Review

Stifel Financial increased its Utz Brands (UTZ) stake by 19% in Q1 2026, buying an estimated $391K and bringing the position to 269,139 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Stifel Financial first reported a position in UTZ in Q2 2019 and has held it in 21 quarters since. The position peaked at $3.47M in Q3 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Stifel Financial held 269,139 shares of Utz Brands worth $2.13M as of Q1 2026.
  • Stifel Financial bought 42,137 Utz Brands shares in Q1 2026, an estimated $391K.
  • Utz Brands made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1916 holding.
  • Stifel Financial first reported a position in Utz Brands in Q2 2019 and has held it in 21 quarters since.
  • Stifel Financial's Utz Brands position peaked at $3.47M in Q3 2024.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.