Root Financial Partners
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Root Financial Partners’s The Marzetti Company MZTI Stock Holding History

Root Financial Partners’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 		$3.97K Buy
+40
New +$4.36K ﹤0.01% 2313
2026
Q2 		– Sell
-68
Closed -$9.41K – 1928
2026
Q1 		$9.41K Sell
68
-4
-6% -$637 ﹤0.01% 1710
2025
Q4 		$11.8K Buy
72
+16
+29% +$2.67K ﹤0.01% 1426
2025
Q3 		$9.7K Buy
+56
New +$10K ﹤0.01% 1463

Other funds holding MZTI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Welch & Forbes
Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's MZTI Position: Q3 2026 in Review

Root Financial Partners opened a new position in The Marzetti Company (MZTI) in Q3 2026: 40 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #2313 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MZTI as recently as Q1 2026.

Root Financial Partners first reported a position in MZTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.8K in Q4 2025. 136 funds tracked by Wall St. Rank hold MZTI as of Q3 2026.

  • Root Financial Partners held 40 shares of The Marzetti Company worth $3.97K as of Q3 2026.
  • The Marzetti Company was a new Root Financial Partners position in Q3 2026.
  • The Marzetti Company made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2313 holding.
  • Root Financial Partners first reported a position in The Marzetti Company in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's The Marzetti Company position peaked at $11.8K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.