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MJT & Associates Financial Advisory’s The Marzetti Company MZTI Stock Holding History

MJT & Associates Financial 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
Q3 		$2.98K Buy
30
+10
+50% +$1.09K ﹤0.01% 327
2026
Q2 		$2.28K Hold
20
– – ﹤0.01% 380
2026
Q1 		$2.77K Buy
+20
New +$3.18K ﹤0.01% 349

Other funds holding MZTI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MJT & Associates Financial Advisory's MZTI Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its The Marzetti Company (MZTI) stake by 50% in Q3 2026, buying an estimated $1.09K and bringing the position to 30 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

MJT & Associates Financial Advisory first reported a position in MZTI in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold MZTI as of Q3 2026.

  • MJT & Associates Financial Advisory held 30 shares of The Marzetti Company worth $2.98K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 10 The Marzetti Company shares in Q3 2026, an estimated $1.09K.
  • The Marzetti Company made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #327 holding.
  • MJT & Associates Financial Advisory first reported a position in The Marzetti Company in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.