Trium Capital’s Utz Brands UTZ Stock Holding History

Trium Capital’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 Q3	$662K	Buy	+46,429	New	+$598K	0.83%	19

Other funds holding UTZ

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NOI

Newton One Investments Newark, Delaware $392M AUM 8.6% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Trium Capital's UTZ Position: Q3 2026 in Review

Trium Capital opened a new position in Utz Brands (UTZ) in Q3 2026: 46,429 shares worth $662K. The stake represents 0.83% of the portfolio and ranks #19 among its holdings.

13 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

Trium Capital held 46,429 shares of Utz Brands worth $662K as of Q3 2026.
Utz Brands was a new Trium Capital position in Q3 2026.
Utz Brands made up 0.83% of Trium Capital's portfolio in Q3 2026, its #19 holding.
13 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on Trium Capital's 13F filing for Q3 2026, filed 16 Oct 2026.