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Stonebridge Financial Group (Pennsylvania)’s Utz Brands UTZ Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-323
Closed -$4.54K – 902
2025
Q1 		$4.54K Sell
323
-74
-19% -$1.02K ﹤0.01% 715
2024
Q4 		$6.22K Buy
+397
New +$6.71K ﹤0.01% 656

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s UTZ Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Utz Brands (UTZ) in Q2 2025, closing a stake of 323 shares — an estimated $4.54K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in UTZ in Q4 2024 and held it in 2 quarters. The position peaked at $6.22K in Q4 2024. 238 funds tracked by Wall St. Rank hold UTZ as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Utz Brands position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 323 Utz Brands shares in Q2 2025, an estimated $4.54K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Utz Brands in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Utz Brands position peaked at $6.22K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.