Janney Montgomery Scott
MZTI

Janney Montgomery Scott’s The Marzetti Company MZTI Stock Holding History

Janney Montgomery Scott’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
Q1 		$307K Buy
+2,220
New +$353K ﹤0.01% 2360
2019
Q2 		– Sell
-1,405
Closed -$220K – 2074
2019
Q1 		$220K Sell
1,405
-15
-1% -$2.41K ﹤0.01% 1815
2018
Q4 		$251K Buy
+1,420
New +$242K ﹤0.01% 1656
2017
Q1 		– Sell
-1,495
Closed -$211K – 1769
2016
Q4 		$211K Sell
1,495
-1,303
-47% -$176K ﹤0.01% 1521
2016
Q3 		$370K Buy
+2,798
New +$365K 0.01% 1099

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janney Montgomery Scott's MZTI Position: Q1 2026 in Review

Janney Montgomery Scott opened a new position in The Marzetti Company (MZTI) in Q1 2026: 2,220 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #2360 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in MZTI as recently as Q1 2019.

Janney Montgomery Scott first reported a position in MZTI in Q3 2016 and has held it in 5 quarters since. The position peaked at $370K in Q3 2016. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Janney Montgomery Scott held 2,220 shares of The Marzetti Company worth $307K as of Q1 2026.
  • The Marzetti Company was a new Janney Montgomery Scott position in Q1 2026.
  • The Marzetti Company made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2360 holding.
  • Janney Montgomery Scott first reported a position in The Marzetti Company in Q3 2016 and has held it in 5 quarters since.
  • Janney Montgomery Scott's The Marzetti Company position peaked at $370K in Q3 2016.
  • 361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.