SS
MZTI

Sunbelt Securities’s The Marzetti Company MZTI Stock Holding History

Sunbelt Securities’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
Q1 		$415 Buy
+3
New +$477 ﹤0.01% 2341
2025
Q4 		– Sell
-1
Closed -$173 – 2876
2025
Q3 		$173 Buy
+1
New +$179 ﹤0.01% 2435
2023
Q2 		– Sell
-247
Closed -$49.6K – 1733
2023
Q1 		$49.6K Buy
+247
New +$48K 0.01% 745

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sunbelt Securities's MZTI Position: Q1 2026 in Review

Sunbelt Securities opened a new position in The Marzetti Company (MZTI) in Q1 2026: 3 shares worth $415. The stake represents ﹤0.01% of the portfolio and ranks #2341 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in MZTI as recently as Q3 2025.

Sunbelt Securities first reported a position in MZTI in Q1 2023 and has held it in 3 quarters since. The position peaked at $49.6K in Q1 2023. 363 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Sunbelt Securities held 3 shares of The Marzetti Company worth $415 as of Q1 2026.
  • The Marzetti Company was a new Sunbelt Securities position in Q1 2026.
  • The Marzetti Company made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2341 holding.
  • Sunbelt Securities first reported a position in The Marzetti Company in Q1 2023 and has held it in 3 quarters since.
  • Sunbelt Securities's The Marzetti Company position peaked at $49.6K in Q1 2023.
  • 363 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.