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
Q2 		$114K Buy
999
+617
+162% +$74.2K 0.11% 381
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bayforest Capital's MZTI Position: Q2 2026 in Review

Bayforest Capital increased its The Marzetti Company (MZTI) stake by 162% in Q2 2026, buying an estimated $74.2K and bringing the position to 999 shares worth $114K. The position accounts for 0.11% of the portfolio, ranked #381.

Bayforest Capital first reported a position in MZTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $475K in Q1 2025. 335 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Bayforest Capital held 999 shares of The Marzetti Company worth $114K as of Q2 2026.
  • Bayforest Capital bought 617 The Marzetti Company shares in Q2 2026, an estimated $74.2K.
  • The Marzetti Company made up 0.11% of Bayforest Capital's portfolio in Q2 2026, its #381 holding.
  • Bayforest Capital first reported a position in The Marzetti Company in Q1 2025 and has held it in 5 quarters since.
  • Bayforest Capital's The Marzetti Company position peaked at $475K in Q1 2025.
  • 335 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.