IA
MZTI

IFG Advisory’s The Marzetti Company MZTI Stock Holding History

IFG Advisory’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 		$184K Buy
+1,616
New +$194K 0.01% 896

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

IFG Advisory's MZTI Position: Q2 2026 in Review

IFG Advisory opened a new position in The Marzetti Company (MZTI) in Q2 2026: 1,616 shares worth $184K. The stake represents 0.01% of the portfolio and ranks #896 among its holdings.

334 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • IFG Advisory held 1,616 shares of The Marzetti Company worth $184K as of Q2 2026.
  • The Marzetti Company was a new IFG Advisory position in Q2 2026.
  • The Marzetti Company made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #896 holding.
  • 334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.