Ameritas Investment Partners’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $143K | Buy |
4,466
+338
| +8% | +$10.5K | ﹤0.01% | 1615 |
|
|
2026
Q1 | $111K | Hold |
4,128
| – | – | ﹤0.01% | 1634 |
|
|
2025
Q4 | $208K | Hold |
4,128
| – | – | 0.01% | 1224 |
|
|
2025
Q3 | $219K | Sell |
4,128
-1,225
| -23% | -$79K | 0.01% | 1189 |
|
|
2025
Q2 | $384K | Buy |
5,353
+505
| +10% | +$36.5K | 0.01% | 947 |
|
|
2025
Q1 | $368K | Sell |
4,848
-166
| -3% | -$13.4K | 0.01% | 947 |
|
|
2024
Q4 | $410K | Buy |
5,014
+231
| +5% | +$17.3K | 0.01% | 927 |
|
|
2024
Q3 | $322K | Hold |
4,783
| – | – | 0.01% | 1048 |
|
|
2024
Q2 | $354K | Hold |
4,783
| – | – | 0.01% | 935 |
|
|
2024
Q1 | $375K | Sell |
4,783
-182
| -4% | -$12.7K | 0.01% | 924 |
|
|
2023
Q4 | $311K | Buy |
4,965
+200
| +4% | +$11.3K | 0.01% | 1002 |
|
|
2023
Q3 | $247K | Buy |
4,765
+929
| +24% | +$50.1K | 0.01% | 1053 |
|
|
2023
Q2 | $204K | Hold |
3,836
| – | – | 0.01% | 1123 |
|
|
2023
Q1 | $190K | Hold |
3,836
| – | – | 0.01% | 1130 |
|
|
2022
Q4 | $181K | Hold |
3,836
| – | – | 0.01% | 1200 |
|
|
2022
Q3 | $164K | Hold |
3,836
| – | – | 0.01% | 1161 |
|
|
2022
Q2 | $153K | Hold |
3,836
| – | – | 0.01% | 1223 |
|
|
2022
Q1 | $161K | Hold |
3,836
| – | – | 0.01% | 1320 |
|
|
2021
Q4 | $150K | Hold |
3,836
| – | – | 0.01% | 1420 |
|
|
2021
Q3 | $124K | Sell |
3,836
-311
| -7% | -$10.1K | ﹤0.01% | 1556 |
|
|
2021
Q2 | $136K | Hold |
4,147
| – | – | ﹤0.01% | 1532 |
|
|
2021
Q1 | $135K | Sell |
4,147
-343
| -8% | -$10.1K | 0.01% | 1472 |
|
|
2020
Q4 | $119K | Hold |
4,490
| – | – | 0.01% | 1469 |
|
|
2020
Q3 | $103K | Hold |
4,490
| – | – | ﹤0.01% | 1404 |
|
|
2020
Q2 | $108K | Hold |
4,490
| – | – | 0.01% | 1367 |
|
|
2020
Q1 | $94K | Hold |
4,490
| – | – | 0.01% | 1307 |
|
|
2019
Q4 | $121K | Hold |
4,490
| – | – | 0.01% | 1394 |
|
|
2019
Q3 | $106K | Hold |
4,490
| – | – | ﹤0.01% | 1427 |
|
|
2019
Q2 | $88K | Hold |
4,490
| – | – | ﹤0.01% | 1579 |
|
|
2019
Q1 | $91K | Hold |
4,490
| – | – | ﹤0.01% | 1536 |
|
|
2018
Q4 | $88K | Hold |
4,490
| – | – | ﹤0.01% | 1471 |
|
|
2018
Q3 | $106K | Hold |
4,490
| – | – | ﹤0.01% | 1521 |
|
|
2018
Q2 | $103K | Hold |
4,490
| – | – | 0.01% | 1532 |
|
|
2018
Q1 | $82K | Hold |
4,490
| – | – | ﹤0.01% | 1617 |
|
|
2017
Q4 | $69K | Hold |
4,490
| – | – | ﹤0.01% | 1729 |
|
|
2017
Q3 | $68K | Hold |
4,490
| – | – | ﹤0.01% | 1684 |
|
|
2017
Q2 | $67K | Buy |
4,490
+878
| +24% | +$13.2K | ﹤0.01% | 1711 |
|
|
2017
Q1 | $49K | Buy |
+3,612
| New | +$48.5K | ﹤0.01% | 1855 |
|
Other funds holding CBZ
2C
PCP
Ameritas Investment Partners's CBZ Position: Q2 2026 in Review
Ameritas Investment Partners increased its CBIZ (CBZ) stake by 8.2% in Q2 2026, buying an estimated $10.5K and bringing the position to 4,466 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.
Ameritas Investment Partners first reported a position in CBZ in Q1 2017 and has held it in 38 quarters since. The position peaked at $410K in Q4 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.
- Ameritas Investment Partners held 4,466 shares of CBIZ worth $143K as of Q2 2026.
- Ameritas Investment Partners bought 338 CBIZ shares in Q2 2026, an estimated $10.5K.
- CBIZ made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1615 holding.
- Ameritas Investment Partners first reported a position in CBIZ in Q1 2017 and has held it in 38 quarters since.
- Ameritas Investment Partners's CBIZ position peaked at $410K in Q4 2024.
- 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.
Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.