AIM
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Aigen Investment Management’s CBIZ CBZ Stock Holding History

Aigen Investment Management’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
Q2 		– Sell
-7,476
Closed -$201K – 569
2026
Q1 		$201K Buy
+7,476
New +$264K 0.05% 432
2024
Q1 		– Sell
-6,867
Closed -$430K – 700
2023
Q4 		$430K Buy
6,867
+2,642
+63% +$149K 0.08% 379
2023
Q3 		$219K Sell
4,225
-1,852
-30% -$99.8K 0.04% 643
2023
Q2 		$324K Sell
6,077
-923
-13% -$47.5K 0.05% 466
2023
Q1 		$346K Buy
7,000
+82
+1% +$3.95K 0.05% 398
2022
Q4 		$324K Buy
+6,918
New +$329K 0.05% 349
2020
Q2 		– Sell
-22,326
Closed -$467K – 873
2020
Q1 		$467K Buy
22,326
+6,743
+43% +$172K 0.06% 440
2019
Q4 		$420K Buy
+15,583
New +$405K 0.07% 365

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
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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Aigen Investment Management's CBZ Position: Q2 2026 in Review

Aigen Investment Management sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 7,476 shares — an estimated $201K sold.

Aigen Investment Management first reported a position in CBZ in Q4 2019 and held it in 8 quarters. The position peaked at $467K in Q1 2020. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Aigen Investment Management reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • Aigen Investment Management sold 7,476 CBIZ shares in Q2 2026, an estimated $201K.
  • Aigen Investment Management first reported a position in CBIZ in Q4 2019 and held it in 8 quarters.
  • Aigen Investment Management's CBIZ position peaked at $467K in Q1 2020.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.