BC
MZTI

Bayforest Capital’s The Marzetti Company MZTI Stock Holding History

Bayforest Capital’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
Q1 		$52.8K Sell
382
-1,385
-78% -$220K 0.06% 543
2025
Q4 		$291K Buy
1,767
+1,136
+180% +$190K 0.22% 153
2025
Q3 		$109K Buy
+631
New +$113K 0.05% 511
2025
Q2 		– Sell
-2,715
Closed -$475K – 842
2025
Q1 		$475K Buy
+2,715
New +$490K 0.21% 179

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bayforest Capital's MZTI Position: Q1 2026 in Review

Bayforest Capital reduced its The Marzetti Company (MZTI) stake by 78% in Q1 2026, selling an estimated $220K and leaving 382 shares worth $52.8K. The position accounts for 0.06% of the portfolio, ranked #543.

Bayforest Capital first reported a position in MZTI in Q1 2025 and has held it in 4 quarters since. The position peaked at $475K in Q1 2025. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Bayforest Capital held 382 shares of The Marzetti Company worth $52.8K as of Q1 2026.
  • Bayforest Capital sold 1,385 The Marzetti Company shares in Q1 2026, an estimated $220K.
  • The Marzetti Company made up 0.06% of Bayforest Capital's portfolio in Q1 2026, its #543 holding.
  • Bayforest Capital first reported a position in The Marzetti Company in Q1 2025 and has held it in 4 quarters since.
  • Bayforest Capital's The Marzetti Company position peaked at $475K in Q1 2025.
  • 361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.