Riverview Trust Company’s The Marzetti Company MZTI Stock Holding History

Riverview Trust Company’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
2025 Q2	–	Sell	-116	Closed	-$20.3K	–	410
2025 Q1	$20.3K	Hold	116	–	–	0.02%	428
2024 Q4	$20.1K	Hold	116	–	–	0.02%	463
2024 Q3	$20.5K	Hold	116	–	–	0.02%	464
2024 Q2	$21.9K	Hold	116	–	–	0.02%	396
2024 Q1	$24.1K	Buy	+116	New	+$22.1K	0.02%	408
2023 Q4	–	Sell	-116	Closed	-$19.1K	–	387
2023 Q3	$19.1K	Hold	116	–	–	0.02%	401
2023 Q2	$23.3K	Hold	116	–	–	0.02%	319
2023 Q1	$23.5K	Hold	116	–	–	0.02%	310
2022 Q4	$23K	Hold	116	–	–	0.02%	315
2022 Q3	$17K	Hold	116	–	–	0.02%	394
2022 Q2	$15K	Buy	+116	New	+$15.9K	0.01%	480

Other funds holding MZTI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Riverview Trust Company's MZTI Position: Q2 2025 in Review

Riverview Trust Company sold out of The Marzetti Company (MZTI) in Q2 2025, closing a stake of 116 shares — an estimated $20.3K sold.

Riverview Trust Company first reported a position in MZTI in Q2 2022 and held it in 11 quarters. The position peaked at $24.1K in Q1 2024. 323 funds tracked by Wall St. Rank hold MZTI as of Q2 2025.

Riverview Trust Company reported no remaining The Marzetti Company position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 116 The Marzetti Company shares in Q2 2025, an estimated $20.3K.
Riverview Trust Company first reported a position in The Marzetti Company in Q2 2022 and held it in 11 quarters.
Riverview Trust Company's The Marzetti Company position peaked at $24.1K in Q1 2024.
323 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.