LFG
MZTI

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

Larson 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
Q2 		$228 Buy
2
+1
+100% +$120 ﹤0.01% 3588
2026
Q1 		$138 Hold
1
– – ﹤0.01% 3492
2025
Q4 		$164 Sell
1
-13
-93% -$2.17K ﹤0.01% 3301
2025
Q3 		$2.42K Buy
14
+1
+8% +$179 ﹤0.01% 2629
2025
Q2 		$2.25K Buy
13
+1
+8% +$173 ﹤0.01% 2366
2025
Q1 		$2.1K Buy
+12
New +$2.16K ﹤0.01% 2152

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

Larson Financial Group's MZTI Position: Q2 2026 in Review

Larson Financial Group increased its The Marzetti Company (MZTI) stake by 100% in Q2 2026, buying an estimated $120 and bringing the position to 2 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #3588.

Larson Financial Group first reported a position in MZTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.42K in Q3 2025. 334 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Larson Financial Group held 2 shares of The Marzetti Company worth $228 as of Q2 2026.
  • Larson Financial Group bought 1 The Marzetti Company share in Q2 2026, an estimated $120.
  • The Marzetti Company made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3588 holding.
  • Larson Financial Group first reported a position in The Marzetti Company in Q1 2025 and has held it in 6 quarters since.
  • Larson Financial Group's The Marzetti Company position peaked at $2.42K in Q3 2025.
  • 334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.