SFGP
MZTI

Stonebridge Financial Group (Pennsylvania)’s The Marzetti Company MZTI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-1
Closed -$175 – 609
2025
Q1 		$175 Buy
+1
New +$180 ﹤0.01% 945

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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
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

Stonebridge Financial Group (Pennsylvania)'s MZTI Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of The Marzetti Company (MZTI) in Q2 2025, closing a stake of 1 share — an estimated $175 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in MZTI in Q1 2025 and held it in 1 quarter. The position peaked at $175 in Q1 2025. 323 funds tracked by Wall St. Rank hold MZTI as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining The Marzetti Company position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 The Marzetti Company share in Q2 2025, an estimated $175.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in The Marzetti Company in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s The Marzetti Company position peaked at $175 in Q1 2025.
  • 323 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.