IBOK
MZTI

Independence Bank of Kentucky’s The Marzetti Company MZTI Stock Holding History

Independence Bank of Kentucky’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 		– Sell
-2,457
Closed -$340K – 609
2026
Q1 		$340K Sell
2,457
-1,180
-32% -$188K 0.04% 235
2025
Q4 		$598K Hold
3,637
– – 0.07% 192
2025
Q3 		$628K Hold
3,637
– – 0.08% 185
2025
Q2 		$628K Hold
3,637
– – 0.09% 179
2025
Q1 		$636K Hold
3,637
– – 0.1% 179
2024
Q4 		$630K Buy
+3,637
New +$666K 0.1% 171

Other funds holding MZTI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Independence Bank of Kentucky's MZTI Position: Q2 2026 in Review

Independence Bank of Kentucky sold out of The Marzetti Company (MZTI) in Q2 2026, closing a stake of 2,457 shares — an estimated $340K sold.

Independence Bank of Kentucky first reported a position in MZTI in Q4 2024 and held it in 6 quarters. The position peaked at $636K in Q1 2025. 125 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Independence Bank of Kentucky reported no remaining The Marzetti Company position as of Q2 2026 after selling out during the quarter.
  • Independence Bank of Kentucky sold 2,457 The Marzetti Company shares in Q2 2026, an estimated $340K.
  • Independence Bank of Kentucky first reported a position in The Marzetti Company in Q4 2024 and held it in 6 quarters.
  • Independence Bank of Kentucky's The Marzetti Company position peaked at $636K in Q1 2025.
  • 125 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.