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BFC Planning, Inc.’s The Marzetti Company MZTI Stock Holding History

BFC Planning, Inc.’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 		$9.13K Buy
80
+70
+700% +$8.42K ﹤0.01% 2415
2026
Q1 		$1.38K Hold
10
– – ﹤0.01% 2682
2025
Q4 		$1.64K Hold
10
– – ﹤0.01% 2682
2025
Q3 		$1.73K Hold
10
– – ﹤0.01% 2519
2025
Q2 		$1.73K Buy
+10
New +$1.73K ﹤0.01% 2337

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 $3.38T AUM 44.17% 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 $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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFC Planning, Inc.'s MZTI Position: Q2 2026 in Review

BFC Planning, Inc. increased its The Marzetti Company (MZTI) stake by 700% in Q2 2026, buying an estimated $8.42K and bringing the position to 80 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

BFC Planning, Inc. first reported a position in MZTI in Q2 2025 and has held it in 5 quarters since. 337 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • BFC Planning, Inc. held 80 shares of The Marzetti Company worth $9.13K as of Q2 2026.
  • BFC Planning, Inc. bought 70 The Marzetti Company shares in Q2 2026, an estimated $8.42K.
  • The Marzetti Company made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2415 holding.
  • BFC Planning, Inc. first reported a position in The Marzetti Company in Q2 2025 and has held it in 5 quarters since.
  • 337 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.