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Allworth Financial’s CBIZ CBZ Stock Holding History

Allworth 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
Q2 		$82.4K Buy
2,568
+1,666
+185% +$51.8K ﹤0.01% 2082
2026
Q1 		$24.2K Buy
902
+893
+9,922% +$31.5K ﹤0.01% 2852
2025
Q4 		$455 Buy
9
+5
+125% +$263 ﹤0.01% 4540
2025
Q3 		$212 Sell
4
-3
-43% -$193 ﹤0.01% 4594
2025
Q2 		$502 Buy
7
+2
+40% +$145 ﹤0.01% 4135
2025
Q1 		$333 Sell
5
-4
-44% -$322 ﹤0.01% 3777
2024
Q4 		$764 Sell
9
-32
-78% -$2.39K ﹤0.01% 3489
2024
Q3 		$2.76K Buy
41
+17
+71% +$1.24K ﹤0.01% 2823
2024
Q2 		$2.02K Buy
24
+21
+700% +$1.59K ﹤0.01% 2918
2024
Q1 		$236 Buy
+3
New +$209 ﹤0.01% 3427
2020
Q2 		– Sell
-272
Closed -$6K – 1194
2020
Q1 		$6K Buy
+272
New +$6.92K ﹤0.01% 817

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

Allworth Financial's CBZ Position: Q2 2026 in Review

Allworth Financial increased its CBIZ (CBZ) stake by 185% in Q2 2026, buying an estimated $51.8K and bringing the position to 2,568 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Allworth Financial first reported a position in CBZ in Q1 2020 and has held it in 11 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Allworth Financial held 2,568 shares of CBIZ worth $82.4K as of Q2 2026.
  • Allworth Financial bought 1,666 CBIZ shares in Q2 2026, an estimated $51.8K.
  • CBIZ made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2082 holding.
  • Allworth Financial first reported a position in CBIZ in Q1 2020 and has held it in 11 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.