FFA
MZTI

Farther Finance Advisors’s The Marzetti Company MZTI Stock Holding History

Farther Finance Advisors’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 		$24K Sell
210
-72
-26% -$8.66K ﹤0.01% 3843
2026
Q1 		$39.1K Sell
282
-32
-10% -$5.09K ﹤0.01% 3178
2025
Q4 		$51.6K Buy
314
+182
+138% +$30.4K ﹤0.01% 2796
2025
Q3 		$22.8K Buy
132
+108
+450% +$19.4K ﹤0.01% 2955
2025
Q2 		$4.15K Hold
24
– – ﹤0.01% 3430
2025
Q1 		$4.21K Sell
24
-424
-95% -$76.5K ﹤0.01% 3136
2024
Q4 		$77.6K Buy
448
+410
+1,079% +$75K ﹤0.01% 1428
2024
Q3 		$6.71K Buy
38
+1
+3% +$184 ﹤0.01% 2531
2024
Q2 		$6.98K Buy
37
+22
+147% +$4.2K ﹤0.01% 2239
2024
Q1 		$3.1K Buy
15
+4
+36% +$761 ﹤0.01% 2301
2023
Q4 		$1.83K Buy
+11
New +$1.85K ﹤0.01% 2466

Other funds holding MZTI

BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Farther Finance Advisors's MZTI Position: Q2 2026 in Review

Farther Finance Advisors reduced its The Marzetti Company (MZTI) stake by 26% in Q2 2026, selling an estimated $8.66K and leaving 210 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #3843.

Farther Finance Advisors first reported a position in MZTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $77.6K in Q4 2024. 44 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Farther Finance Advisors held 210 shares of The Marzetti Company worth $24K as of Q2 2026.
  • Farther Finance Advisors sold 72 The Marzetti Company shares in Q2 2026, an estimated $8.66K.
  • The Marzetti Company made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3843 holding.
  • Farther Finance Advisors first reported a position in The Marzetti Company in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's The Marzetti Company position peaked at $77.6K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.