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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
Q3 		– Sell
-999
Closed -$114K – 1054
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Bayforest Capital's MZTI Position: Q3 2026 in Review

Bayforest Capital sold out of The Marzetti Company (MZTI) in Q3 2026, closing a stake of 999 shares — an estimated $114K sold.

Bayforest Capital first reported a position in MZTI in Q1 2025 and held it in 5 quarters. The position peaked at $475K in Q1 2025. 255 funds tracked by Wall St. Rank hold MZTI as of Q3 2026.

  • Bayforest Capital reported no remaining The Marzetti Company position as of Q3 2026 after selling out during the quarter.
  • Bayforest Capital sold 999 The Marzetti Company shares in Q3 2026, an estimated $114K.
  • Bayforest Capital first reported a position in The Marzetti Company in Q1 2025 and held it in 5 quarters.
  • Bayforest Capital's The Marzetti Company position peaked at $475K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.