CIBC Private Wealth Group
MZTI

CIBC Private Wealth Group’s The Marzetti Company MZTI Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$31.6K Sell
192
-14
-7% -$2.34K ﹤0.01% 1979
2025
Q3 		$35.6K Sell
206
-25
-11% -$4.48K ﹤0.01% 1944
2025
Q2 		$39.9K Buy
231
+12
+5% +$2.07K ﹤0.01% 1754
2025
Q1 		$38.1K Sell
219
-12
-5% -$2.16K ﹤0.01% 1732
2024
Q4 		$39.2K Sell
231
-80
-26% -$14.6K ﹤0.01% 1766
2024
Q3 		$54.9K Buy
311
+55
+21% +$10.1K ﹤0.01% 1740
2024
Q2 		$47.8K Buy
256
+10
+4% +$1.91K ﹤0.01% 1694
2024
Q1 		$50.8K Buy
+246
New +$46.8K ﹤0.01% 1673

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CIBC Private Wealth Group's MZTI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its The Marzetti Company (MZTI) stake by 6.8% in Q4 2025, selling an estimated $2.34K and leaving 192 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

CIBC Private Wealth Group first reported a position in MZTI in Q1 2024 and has held it in 8 quarters since. The position peaked at $54.9K in Q3 2024. 344 funds tracked by Wall St. Rank hold MZTI as of Q4 2025.

  • CIBC Private Wealth Group held 192 shares of The Marzetti Company worth $31.6K as of Q4 2025.
  • CIBC Private Wealth Group sold 14 The Marzetti Company shares in Q4 2025, an estimated $2.34K.
  • The Marzetti Company made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1979 holding.
  • CIBC Private Wealth Group first reported a position in The Marzetti Company in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's The Marzetti Company position peaked at $54.9K in Q3 2024.
  • 344 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.