Jefferies Financial Group’s The Marzetti Company MZTI Stock Holding History

Jefferies Financial Group’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	$1.06M	Buy	7,690 +3,388	+79%	+$539K	0.01%	902
2025 Q4	$707K	Sell	4,302 -555	-11%	-$92.6K	﹤0.01%	1230
2025 Q3	$839K	Buy	+4,857	New	+$871K	﹤0.01%	928
2025 Q1	–	Sell	-4,786	Closed	-$829K	–	1835
2024 Q4	$829K	Buy	+4,786	New	+$876K	0.01%	952
2023 Q2	–	Sell	-1,418	Closed	-$288K	–	1868
2023 Q1	$288K	Buy	+1,418	New	+$276K	﹤0.01%	1250

Other funds holding MZTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jefferies Financial Group's MZTI Position: Q1 2026 in Review

Jefferies Financial Group increased its The Marzetti Company (MZTI) stake by 79% in Q1 2026, buying an estimated $539K and bringing the position to 7,690 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #902.

Jefferies Financial Group first reported a position in MZTI in Q1 2023 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

Jefferies Financial Group held 7,690 shares of The Marzetti Company worth $1.06M as of Q1 2026.
Jefferies Financial Group bought 3,388 The Marzetti Company shares in Q1 2026, an estimated $539K.
The Marzetti Company made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #902 holding.
Jefferies Financial Group first reported a position in The Marzetti Company in Q1 2023 and has held it in 5 quarters since.
361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.