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Amalgamated Bank’s CBIZ CBZ Stock Holding History

Amalgamated Bank’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
-1,552
Closed -$78K – 1834
2025
Q4 		$78K Sell
1,552
-88
-5% -$4.63K ﹤0.01% 1735
2025
Q3 		$87K Hold
1,640
– – ﹤0.01% 1722
2025
Q2 		$118K Hold
1,640
– – ﹤0.01% 1671
2025
Q1 		$124K Buy
1,640
+6
+0.4% +$483 ﹤0.01% 1635
2024
Q4 		$134K Sell
1,634
-50
-3% -$3.74K ﹤0.01% 1654
2024
Q3 		$113K Hold
1,684
– – ﹤0.01% 1689
2024
Q2 		$125K Buy
1,684
+66
+4% +$4.99K ﹤0.01% 1670
2024
Q1 		$127K Sell
1,618
-5,313
-77% -$369K ﹤0.01% 1683
2023
Q4 		$434K Sell
6,931
-482
-7% -$27.2K ﹤0.01% 1496
2023
Q3 		$385K Buy
7,413
+139
+2% +$7.49K ﹤0.01% 1537
2023
Q2 		$388K Buy
7,274
+604
+9% +$31.1K ﹤0.01% 1555
2023
Q1 		$330K Sell
6,670
-1,114
-14% -$53.7K ﹤0.01% 1601
2022
Q4 		$365K Sell
7,784
-15
-0.2% -$713 ﹤0.01% 1607
2022
Q3 		$334K Buy
7,799
+47
+0.6% +$2.06K ﹤0.01% 1616
2022
Q2 		$310K Buy
7,752
+1,838
+31% +$74.3K ﹤0.01% 1686
2022
Q1 		$248K Sell
5,914
-495
-8% -$19.4K ﹤0.01% 1853
2021
Q4 		$251K Sell
6,409
-135
-2% -$5.03K ﹤0.01% 1890
2021
Q3 		$212K Sell
6,544
-484
-7% -$15.8K ﹤0.01% 1973
2021
Q2 		$230K Buy
+7,028
New +$235K ﹤0.01% 1985
2020
Q1 		– Sell
-8,224
Closed -$222K – 1694
2019
Q4 		$222K Buy
+8,224
New +$214K ﹤0.01% 1586

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amalgamated Bank's CBZ Position: Q1 2026 in Review

Amalgamated Bank sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 1,552 shares — an estimated $78K sold.

Amalgamated Bank first reported a position in CBZ in Q4 2019 and held it in 20 quarters. The position peaked at $434K in Q4 2023. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Amalgamated Bank reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,552 CBIZ shares in Q1 2026, an estimated $78K.
  • Amalgamated Bank first reported a position in CBIZ in Q4 2019 and held it in 20 quarters.
  • Amalgamated Bank's CBIZ position peaked at $434K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.