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Advantage Alpha Capital Partners’s CBIZ CBZ Stock Holding History

Advantage Alpha Capital Partners’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
2025
Q4 		– Sell
-78,309
Closed -$4.15M – 22
2025
Q3 		$4.15M Buy
78,309
+28,846
+58% +$1.86M 1.25% 19
2025
Q2 		$3.55M Sell
49,463
-3,408
-6% -$247K 0.96% 56
2025
Q1 		$4.01M Buy
52,871
+4,572
+9% +$368K 0.98% 53
2024
Q4 		$3.95M Buy
48,299
+12,131
+34% +$907K 0.93% 49
2024
Q3 		$2.43M Buy
+36,168
New +$2.63M 0.55% 75

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advantage Alpha Capital Partners's CBZ Position: Q4 2025 in Review

Advantage Alpha Capital Partners sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 78,309 shares — an estimated $4.15M sold.

Advantage Alpha Capital Partners first reported a position in CBZ in Q3 2024 and held it in 5 quarters. The position peaked at $4.15M in Q3 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • Advantage Alpha Capital Partners reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 78,309 CBIZ shares in Q4 2025, an estimated $4.15M.
  • Advantage Alpha Capital Partners first reported a position in CBIZ in Q3 2024 and held it in 5 quarters.
  • Advantage Alpha Capital Partners's CBIZ position peaked at $4.15M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q4 2025.