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Transamerica Financial Advisors’s Utz Brands UTZ Stock Holding History

Transamerica Financial Advisors’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 		– Sell
-7
Closed -$55 – 2291
2026
Q1 		$55 Buy
+7
New +$65 ﹤0.01% 1861

Other funds holding UTZ

BlackRock
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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

Transamerica Financial Advisors's UTZ Position: Q2 2026 in Review

Transamerica Financial Advisors sold out of Utz Brands (UTZ) in Q2 2026, closing a stake of 7 shares — an estimated $55 sold.

Transamerica Financial Advisors first reported a position in UTZ in Q1 2026 and held it in 1 quarter. The position peaked at $55 in Q1 2026. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Transamerica Financial Advisors reported no remaining Utz Brands position as of Q2 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 7 Utz Brands shares in Q2 2026, an estimated $55.
  • Transamerica Financial Advisors first reported a position in Utz Brands in Q1 2026 and held it in 1 quarter.
  • Transamerica Financial Advisors's Utz Brands position peaked at $55 in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.