UMB Bank’s Utz Brands UTZ Stock Holding History

UMB Bank’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	–	Sell	-786	Closed	-$8.16K	–	2359
2025 Q4	$8.16K	Hold	786	–	–	﹤0.01%	1890
2025 Q3	$9.55K	Sell	786 -35	-4%	-$464	﹤0.01%	1687
2025 Q2	$10.3K	Buy	821 +414	+102%	+$5.42K	﹤0.01%	1595
2025 Q1	$5.73K	Buy	+407	New	+$5.6K	﹤0.01%	1718
2024 Q4	–	Sell	-63	Closed	-$1.11K	–	2181
2024 Q3	$1.11K	Buy	+63	New	+$1.05K	﹤0.01%	2054
2023 Q3	–	Sell	-63	Closed	-$1.03K	–	1744
2023 Q2	$1.03K	Buy	+63	New	+$1.08K	﹤0.01%	1587

Other funds holding UTZ

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 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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UMB Bank's UTZ Position: Q1 2026 in Review

UMB Bank sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 786 shares — an estimated $8.16K sold.

UMB Bank first reported a position in UTZ in Q2 2023 and held it in 6 quarters. The position peaked at $10.3K in Q2 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

UMB Bank reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
UMB Bank sold 786 Utz Brands shares in Q1 2026, an estimated $8.16K.
UMB Bank first reported a position in Utz Brands in Q2 2023 and held it in 6 quarters.
UMB Bank's Utz Brands position peaked at $10.3K in Q2 2025.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.