Truist Financial
UTZ icon

Truist Financial’s Utz Brands UTZ Stock Holding History

Truist Financial’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 		$300K Sell
37,930
-4,279
-10% -$39.8K ﹤0.01% 2397
2025
Q4 		$438K Sell
42,209
-7,253
-15% -$78.2K ﹤0.01% 2120
2025
Q3 		$601K Sell
49,462
-876
-2% -$11.6K ﹤0.01% 1923
2025
Q2 		$632K Buy
50,338
+3,001
+6% +$39.3K ﹤0.01% 1835
2025
Q1 		$667K Buy
47,337
+20,420
+76% +$281K ﹤0.01% 1718
2024
Q4 		$422K Buy
26,917
+2,667
+11% +$45.1K ﹤0.01% 1973
2024
Q3 		$429K Buy
24,250
+41
+0.2% +$681 ﹤0.01% 1943
2024
Q2 		$403K Buy
24,209
+4,176
+21% +$75.2K ﹤0.01% 2105
2024
Q1 		$369K Sell
20,033
-1,459
-7% -$26K ﹤0.01% 2177
2023
Q4 		$349K Sell
21,492
-3,169
-13% -$41.8K ﹤0.01% 2205
2023
Q3 		$331K Buy
24,661
+169
+0.7% +$2.6K ﹤0.01% 2171
2023
Q2 		$401K Buy
24,492
+3,271
+15% +$56.2K ﹤0.01% 2087
2023
Q1 		$350K Buy
21,221
+3,754
+21% +$62.1K ﹤0.01% 2183
2022
Q4 		$277K Sell
17,467
-4,925
-22% -$81.7K ﹤0.01% 2270
2022
Q3 		$338K Sell
22,392
-3,115
-12% -$50.5K ﹤0.01% 2029
2022
Q2 		$353K Sell
25,507
-429
-2% -$5.96K ﹤0.01% 2115
2022
Q1 		$383K Sell
25,936
-643
-2% -$10K ﹤0.01% 2155
2021
Q4 		$424K Buy
26,579
+12,087
+83% +$192K ﹤0.01% 2114
2021
Q3 		$249K Sell
14,492
-288
-2% -$5.85K ﹤0.01% 2455
2021
Q2 		$322K Sell
14,780
-1,774
-11% -$44.3K ﹤0.01% 2328
2021
Q1 		$410K Buy
16,554
+3,934
+31% +$95.5K ﹤0.01% 2102
2020
Q4 		$279K Buy
12,620
+156
+1% +$2.96K ﹤0.01% 2204
2020
Q3 		$223K Buy
+12,464
New +$189K ﹤0.01% 2206

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

Truist Financial's UTZ Position: Q1 2026 in Review

Truist Financial reduced its Utz Brands (UTZ) stake by 10% in Q1 2026, selling an estimated $39.8K and leaving 37,930 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Truist Financial first reported a position in UTZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $667K in Q1 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Truist Financial held 37,930 shares of Utz Brands worth $300K as of Q1 2026.
  • Truist Financial sold 4,279 Utz Brands shares in Q1 2026, an estimated $39.8K.
  • Utz Brands made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2397 holding.
  • Truist Financial first reported a position in Utz Brands in Q3 2020 and has held it in 23 quarters since.
  • Truist Financial's Utz Brands position peaked at $667K in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.