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Advisornet Financial’s CBIZ CBZ Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-240
Closed -$12.1K – 2274
2025
Q4 		$12.1K Hold
240
– – ﹤0.01% 1486
2025
Q3 		$12.7K Hold
240
– – ﹤0.01% 1444
2025
Q2 		$17.2K Buy
+240
New +$17.4K ﹤0.01% 1325
2024
Q1 		– Sell
-8
Closed -$501 – 2109
2023
Q4 		$501 Buy
8
+2
+33% +$113 ﹤0.01% 2105
2023
Q3 		$311 Buy
6
+1
+20% +$54 ﹤0.01% 2068
2023
Q2 		$266 Buy
5
+1
+25% +$51 ﹤0.01% 2174
2023
Q1 		$198 Buy
4
+1
+33% +$48 ﹤0.01% 2252
2022
Q4 		$141 Buy
+3
New +$143 ﹤0.01% 2249

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisornet Financial's CBZ Position: Q1 2026 in Review

Advisornet Financial sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 240 shares — an estimated $12.1K sold.

Advisornet Financial first reported a position in CBZ in Q4 2022 and held it in 8 quarters. The position peaked at $17.2K in Q2 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Advisornet Financial reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Advisornet Financial sold 240 CBIZ shares in Q1 2026, an estimated $12.1K.
  • Advisornet Financial first reported a position in CBIZ in Q4 2022 and held it in 8 quarters.
  • Advisornet Financial's CBIZ position peaked at $17.2K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.