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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
Q2 		$12.6M Buy
1,639,136
+789,675
+93% +$5.89M 0.25% 135
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 $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

Systematic Financial Management's UTZ Position: Q2 2026 in Review

Systematic Financial Management increased its Utz Brands (UTZ) stake by 93% in Q2 2026, buying an estimated $5.89M and bringing the position to 1,639,136 shares worth $12.6M. The position accounts for 0.25% of the portfolio, ranked #135.

Systematic Financial Management first reported a position in UTZ in Q4 2025 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Systematic Financial Management held 1,639,136 shares of Utz Brands worth $12.6M as of Q2 2026.
  • Systematic Financial Management bought 789,675 Utz Brands shares in Q2 2026, an estimated $5.89M.
  • Utz Brands made up 0.25% of Systematic Financial Management's portfolio in Q2 2026, its #135 holding.
  • Systematic Financial Management first reported a position in Utz Brands in Q4 2025 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

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