SPL
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Superior Planning, LLC’s CBIZ CBZ Stock Holding History

Superior Planning, LLC’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.9K Buy
+217
New +$10.9K ﹤0.01% 868

Other funds holding CBZ

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
GatePass Capital
GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Superior Planning, LLC's CBZ Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CBIZ (CBZ) in Q3 2026: 217 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #868 among its holdings.

172 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

  • Superior Planning, LLC held 217 shares of CBIZ worth $11.9K as of Q3 2026.
  • CBIZ was a new Superior Planning, LLC position in Q3 2026.
  • CBIZ made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #868 holding.
  • 172 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.