AB
MZTI

Amalgamated Bank’s The Marzetti Company MZTI Stock Holding History

Amalgamated Bank’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$982K Sell
8,606
-161
-2% -$19.4K 0.01% 1118
2026
Q1 		$1.21M Buy
8,767
+209
+2% +$33.3K 0.01% 993
2025
Q4 		$1.41M Sell
8,558
-421
-5% -$70.3K 0.01% 955
2025
Q3 		$1.55M Buy
8,979
+473
+6% +$84.8K 0.01% 906
2025
Q2 		$1.47M Sell
8,506
-129
-1% -$22.3K 0.01% 900
2025
Q1 		$1.51M Sell
8,635
-223
-3% -$40.2K 0.01% 883
2024
Q4 		$1.53M Hold
8,858
– – 0.01% 896
2024
Q3 		$1.56M Sell
8,858
-1,009
-10% -$186K 0.01% 906
2024
Q2 		$1.86M Sell
9,867
-781
-7% -$149K 0.02% 856
2024
Q1 		$2.21M Sell
10,648
-1,850
-15% -$352K 0.02% 814
2023
Q4 		$2.08M Sell
12,498
-97
-0.8% -$16.3K 0.02% 895
2023
Q3 		$2.08M Sell
12,595
-317
-2% -$57K 0.02% 861
2023
Q2 		$2.6M Sell
12,912
-203
-2% -$41.2K 0.02% 773
2023
Q1 		$2.66M Sell
13,115
-754
-5% -$147K 0.02% 761
2022
Q4 		$2.74M Buy
13,869
+260
+2% +$49.4K 0.02% 776
2022
Q3 		$2.04M Buy
13,609
+301
+2% +$44.7K 0.02% 825
2022
Q2 		$1.71M Buy
13,308
+70
+0.5% +$9.59K 0.02% 926
2022
Q1 		$1.97M Sell
13,238
-628
-5% -$100K 0.02% 934
2021
Q4 		$2.3M Buy
13,866
+50
+0.4% +$8.19K 0.02% 874
2021
Q3 		$2.33M Sell
13,816
-1,316
-9% -$243K 0.02% 857
2021
Q2 		$2.93M Buy
15,132
+12,263
+427% +$2.3M 0.02% 791
2021
Q1 		$503K Sell
2,869
-265
-8% -$47.5K 0.02% 977
2020
Q4 		$576K Buy
3,134
+30
+1% +$5.23K 0.02% 890
2020
Q3 		$555K Sell
3,104
-100
-3% -$16.7K 0.02% 782
2020
Q2 		$497K Sell
3,204
-220
-6% -$32K 0.02% 838
2020
Q1 		$495K Sell
3,424
-78
-2% -$11.8K 0.01% 915
2019
Q4 		$561K Buy
3,502
+154
+5% +$23.2K 0.01% 1057
2019
Q3 		$464K Sell
3,348
-65
-2% -$9.67K 0.01% 1077
2019
Q2 		$507K Buy
3,413
+440
+15% +$65.9K 0.01% 1064
2019
Q1 		$466K Buy
2,973
+91
+3% +$14.6K 0.01% 1031
2018
Q4 		$510K Buy
2,882
+1,184
+70% +$201K 0.01% 908
2018
Q3 		$253K Sell
1,698
-1,296
-43% -$193K 0.01% 1201
2018
Q2 		$414K Buy
2,994
+278
+10% +$35.6K 0.01% 1134
2018
Q1 		$334K Sell
2,716
-39
-1% -$4.82K 0.01% 1155
2017
Q4 		$356K Buy
2,755
+165
+6% +$20.8K 0.01% 1171
2017
Q3 		$311K Sell
2,590
-130
-5% -$15.7K 0.01% 1192
2017
Q2 		$334K Buy
2,720
+127
+5% +$15.9K 0.01% 1132
2017
Q1 		$334K Sell
2,593
-5
-0.2% -$671 0.02% 1068
2016
Q4 		$367K Buy
2,598
+323
+14% +$43.7K 0.02% 1020
2016
Q3 		$301K Sell
2,275
-1
-0% -$130 0.02% 1014
2016
Q2 		$297K Buy
2,276
+223
+11% +$26.4K 0.02% 1018
2016
Q1 		$227K Buy
2,053
+180
+10% +$19.3K 0.02% 1060
2015
Q4 		$216K Buy
+1,873
New +$205K 0.03% 1014

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Amalgamated Bank's MZTI Position: Q2 2026 in Review

Amalgamated Bank reduced its The Marzetti Company (MZTI) stake by 1.8% in Q2 2026, selling an estimated $19.4K and leaving 8,606 shares worth $982K. The position accounts for 0.01% of the portfolio, ranked #1118.

Amalgamated Bank first reported a position in MZTI in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.93M in Q2 2021. 135 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Amalgamated Bank held 8,606 shares of The Marzetti Company worth $982K as of Q2 2026.
  • Amalgamated Bank sold 161 The Marzetti Company shares in Q2 2026, an estimated $19.4K.
  • The Marzetti Company made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1118 holding.
  • Amalgamated Bank first reported a position in The Marzetti Company in Q4 2015 and has held it in 43 quarters since.
  • Amalgamated Bank's The Marzetti Company position peaked at $2.93M in Q2 2021.
  • 135 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.