SFS
MZTI

Sunrise Financial Services’s The Marzetti Company MZTI Stock Holding History

Sunrise Financial Services’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
Q2 		$685 Hold
6
– – ﹤0.01% 524
2026
Q1 		$830 Hold
6
– – ﹤0.01% 518
2025
Q4 		$987 Buy
+6
New +$1K ﹤0.01% 463

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sunrise Financial Services's MZTI Position: Q2 2026 in Review

Sunrise Financial Services held its The Marzetti Company (MZTI) position steady in Q2 2026 at 6 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Sunrise Financial Services first reported a position in MZTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $987 in Q4 2025. 334 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Sunrise Financial Services held 6 shares of The Marzetti Company worth $685 as of Q2 2026.
  • Sunrise Financial Services left its The Marzetti Company share count unchanged in Q2 2026.
  • The Marzetti Company made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #524 holding.
  • Sunrise Financial Services first reported a position in The Marzetti Company in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's The Marzetti Company position peaked at $987 in Q4 2025.
  • 334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.