Ameriprise’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.1M | Buy |
600,955
+588,210
| +4,615% | +$20.7M | ﹤0.01% | 1567 |
|
|
2025
Q4 | $643K | Sell |
12,745
-36,074
| -74% | -$1.9M | ﹤0.01% | 3530 |
|
|
2025
Q3 | $2.59M | Sell |
48,819
-95,471
| -66% | -$6.16M | ﹤0.01% | 2872 |
|
|
2025
Q2 | $10.3M | Buy |
144,290
+68,271
| +90% | +$4.94M | ﹤0.01% | 1800 |
|
|
2025
Q1 | $5.77M | Buy |
76,019
+21,501
| +39% | +$1.73M | ﹤0.01% | 2206 |
|
|
2024
Q4 | $4.46M | Buy |
54,518
+10,861
| +25% | +$812K | ﹤0.01% | 2436 |
|
|
2024
Q3 | $2.94M | Buy |
43,657
+656
| +2% | +$47.7K | ﹤0.01% | 2708 |
|
|
2024
Q2 | $3.19M | Sell |
43,001
-1,884
| -4% | -$142K | ﹤0.01% | 2617 |
|
|
2024
Q1 | $3.52M | Sell |
44,885
-26,187
| -37% | -$1.82M | ﹤0.01% | 2582 |
|
|
2023
Q4 | $4.45M | Buy |
71,072
+115
| +0.2% | +$6.49K | ﹤0.01% | 2440 |
|
|
2023
Q3 | $3.68M | Sell |
70,957
-12,829
| -15% | -$691K | ﹤0.01% | 2507 |
|
|
2023
Q2 | $4.46M | Buy |
83,786
+12
| +0% | +$617 | ﹤0.01% | 2433 |
|
|
2023
Q1 | $4.15M | Sell |
83,774
-16,519
| -16% | -$796K | ﹤0.01% | 2443 |
|
|
2022
Q4 | $4.7M | Sell |
100,293
-2,040
| -2% | -$97K | ﹤0.01% | 2334 |
|
|
2022
Q3 | $4.38M | Sell |
102,333
-28,484
| -22% | -$1.25M | ﹤0.01% | 2316 |
|
|
2022
Q2 | $5.23M | Sell |
130,817
-23,997
| -16% | -$970K | ﹤0.01% | 2245 |
|
|
2022
Q1 | $6.5M | Buy |
154,814
+14,578
| +10% | +$571K | ﹤0.01% | 2247 |
|
|
2021
Q4 | $5.49M | Sell |
140,236
-4,146
| -3% | -$155K | ﹤0.01% | 2399 |
|
|
2021
Q3 | $4.67M | Sell |
144,382
-287
| -0.2% | -$9.34K | ﹤0.01% | 2437 |
|
|
2021
Q2 | $4.74M | Buy |
144,669
+115,006
| +388% | +$3.84M | ﹤0.01% | 2490 |
|
|
2021
Q1 | $969K | Sell |
29,663
-186,990
| -86% | -$5.51M | ﹤0.01% | 3160 |
|
|
2020
Q4 | $5.76M | Buy |
216,653
+17,828
| +9% | +$439K | ﹤0.01% | 2170 |
|
|
2020
Q3 | $4.55M | Buy |
198,825
+18,078
| +10% | +$429K | ﹤0.01% | 2150 |
|
|
2020
Q2 | $4.33M | Sell |
180,747
-27,577
| -13% | -$626K | ﹤0.01% | 2167 |
|
|
2020
Q1 | $4.36M | Buy |
208,324
+23,394
| +13% | +$596K | ﹤0.01% | 1995 |
|
|
2019
Q4 | $4.99M | Buy |
184,930
+11,972
| +7% | +$312K | ﹤0.01% | 2231 |
|
|
2019
Q3 | $4.06M | Sell |
172,958
-1,261
| -0.7% | -$28.4K | ﹤0.01% | 2314 |
|
|
2019
Q2 | $3.41M | Buy |
174,219
+51,268
| +42% | +$1.03M | ﹤0.01% | 2463 |
|
|
2019
Q1 | $2.49M | Sell |
122,951
-2,347
| -2% | -$47.4K | ﹤0.01% | 2638 |
|
|
2018
Q4 | $2.47M | Buy |
125,298
+115,548
| +1,185% | +$2.47M | ﹤0.01% | 2548 |
|
|
2018
Q3 | $231K | Sell |
9,750
-1,060
| -10% | -$24.5K | ﹤0.01% | 3510 |
|
|
2018
Q2 | $249K | Sell |
10,810
-2,690
| -20% | -$54.4K | ﹤0.01% | 3424 |
|
|
2018
Q1 | $246K | Sell |
13,500
-150
| -1% | -$2.61K | ﹤0.01% | 3415 |
|
|
2017
Q4 | $211K | Buy |
13,650
+1,060
| +8% | +$16.7K | ﹤0.01% | 3456 |
|
|
2017
Q3 | $205K | Sell |
12,590
-1,250
| -9% | -$18.8K | ﹤0.01% | 3508 |
|
|
2017
Q2 | $208K | Buy |
13,840
+130
| +0.9% | +$1.95K | ﹤0.01% | 3549 |
|
|
2017
Q1 | $186K | Buy |
13,710
+350
| +3% | +$4.7K | ﹤0.01% | 3484 |
|
|
2016
Q4 | $183K | Sell |
13,360
-200
| -1% | -$2.42K | ﹤0.01% | 3694 |
|
|
2016
Q3 | $152K | Buy |
13,560
+70
| +0.5% | +$778 | ﹤0.01% | 3614 |
|
|
2016
Q2 | $140K | Buy |
13,490
+1,040
| +8% | +$10.7K | ﹤0.01% | 3594 |
|
|
2016
Q1 | $126K | Sell |
12,450
-1,235
| -9% | -$12.5K | ﹤0.01% | 3599 |
|
|
2015
Q4 | $135K | Buy |
13,685
+110
| +0.8% | +$1.17K | ﹤0.01% | 3712 |
|
|
2015
Q3 | $133K | Buy |
13,575
+535
| +4% | +$5.22K | ﹤0.01% | 3700 |
|
|
2015
Q2 | $126K | Buy |
13,040
+2,200
| +20% | +$20.6K | ﹤0.01% | 3903 |
|
|
2015
Q1 | $101K | Sell |
10,840
-700
| -6% | -$6.12K | ﹤0.01% | 3677 |
|
|
2014
Q4 | $99K | Buy |
11,540
+3,900
| +51% | +$33.7K | ﹤0.01% | 3588 |
|
|
2014
Q3 | $60K | Hold |
7,640
| – | – | ﹤0.01% | 3919 |
|
|
2014
Q2 | $69K | Hold |
7,640
| – | – | ﹤0.01% | 3759 |
|
|
2014
Q1 | $70K | Hold |
7,640
| – | – | ﹤0.01% | 3659 |
|
|
2013
Q4 | $70K | Sell |
7,640
-2,371
| -24% | -$20K | ﹤0.01% | 3527 |
|
|
2013
Q3 | $75K | Buy |
10,011
+330
| +3% | +$2.37K | ﹤0.01% | 3593 |
|
|
2013
Q2 | $65K | Buy |
+9,681
| New | +$62.8K | ﹤0.01% | 3574 |
|
Other funds holding CBZ
2C
VCM
VPM
Ameriprise's CBZ Position: Q1 2026 in Review
Ameriprise increased its CBIZ (CBZ) stake by 4,615% in Q1 2026, buying an estimated $20.7M and bringing the position to 600,955 shares worth $16.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1567.
Ameriprise first reported a position in CBZ in Q2 2013 and has held it in 52 quarters since. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.
- Ameriprise held 600,955 shares of CBIZ worth $16.1M as of Q1 2026.
- Ameriprise bought 588,210 CBIZ shares in Q1 2026, an estimated $20.7M.
- CBIZ made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1567 holding.
- Ameriprise first reported a position in CBIZ in Q2 2013 and has held it in 52 quarters since.
- 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.