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CBZ icon

AlphaQuest’s CBIZ CBZ Stock Holding History

AlphaQuest’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
-11,728
Closed -$592K – 355
2025
Q4 		$592K Buy
11,728
+10,547
+893% +$555K 0.03% 699
2025
Q3 		$62.5K Buy
1,181
+1,164
+6,847% +$75.1K ﹤0.01% 1872
2025
Q2 		$1.22K Buy
+17
New +$1.23K ﹤0.01% 1929
2024
Q4 		– Sell
-3,746
Closed -$252K – 1737
2024
Q3 		$252K Buy
3,746
+3,284
+711% +$239K 0.02% 971
2024
Q2 		$34.2K Buy
462
+447
+2,980% +$33.8K ﹤0.01% 1201
2024
Q1 		$1.18K Sell
15
-8,204
-100% -$570K ﹤0.01% 1321
2023
Q4 		$514K Buy
+8,219
New +$464K 0.11% 335

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

AlphaQuest's CBZ Position: Q1 2026 in Review

AlphaQuest sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 11,728 shares — an estimated $592K sold.

AlphaQuest first reported a position in CBZ in Q4 2023 and held it in 7 quarters. The position peaked at $592K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • AlphaQuest reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 11,728 CBIZ shares in Q1 2026, an estimated $592K.
  • AlphaQuest first reported a position in CBIZ in Q4 2023 and held it in 7 quarters.
  • AlphaQuest's CBIZ position peaked at $592K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.