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Systematic Financial Management’s Utz Brands UTZ Stock Holding History

Systematic Financial Management’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 		$6.73M Buy
849,461
+561,961
+195% +$5.22M 0.15% 153
2025
Q4 		$2.98M Buy
+287,500
New +$3.1M 0.07% 177

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

Systematic Financial Management's UTZ Position: Q1 2026 in Review

Systematic Financial Management increased its Utz Brands (UTZ) stake by 195% in Q1 2026, buying an estimated $5.22M and bringing the position to 849,461 shares worth $6.73M. The position accounts for 0.15% of the portfolio, ranked #153.

Systematic Financial Management first reported a position in UTZ in Q4 2025 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Systematic Financial Management held 849,461 shares of Utz Brands worth $6.73M as of Q1 2026.
  • Systematic Financial Management bought 561,961 Utz Brands shares in Q1 2026, an estimated $5.22M.
  • Utz Brands made up 0.15% of Systematic Financial Management's portfolio in Q1 2026, its #153 holding.
  • Systematic Financial Management first reported a position in Utz Brands in Q4 2025 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.