AG
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Algert Global’s CBIZ CBZ Stock Holding History

Algert Global’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 		$2.4M Buy
74,865
+41,840
+127% +$1.3M 0.03% 793
2026
Q1 		$887K Buy
+33,025
New +$1.16M 0.01% 880
2024
Q3 		– Sell
-4,536
Closed -$336K – 1231
2024
Q2 		$336K Sell
4,536
-6,424
-59% -$485K 0.01% 1073
2024
Q1 		$860K Buy
10,960
+6,770
+162% +$471K 0.03% 651
2023
Q4 		$262K Buy
+4,190
New +$237K 0.01% 963

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

Algert Global's CBZ Position: Q2 2026 in Review

Algert Global increased its CBIZ (CBZ) stake by 127% in Q2 2026, buying an estimated $1.3M and bringing the position to 74,865 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #793.

Algert Global first reported a position in CBZ in Q4 2023 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Algert Global held 74,865 shares of CBIZ worth $2.4M as of Q2 2026.
  • Algert Global bought 41,840 CBIZ shares in Q2 2026, an estimated $1.3M.
  • CBIZ made up 0.03% of Algert Global's portfolio in Q2 2026, its #793 holding.
  • Algert Global first reported a position in CBIZ in Q4 2023 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.