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Anchor Capital Advisors’s CBIZ CBZ Stock Holding History

Anchor Capital Advisors’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
-19,632
Closed -$990K – 253
2025
Q4 		$990K Buy
+19,632
New +$1.03M 0.03% 170

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

Anchor Capital Advisors's CBZ Position: Q1 2026 in Review

Anchor Capital Advisors sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 19,632 shares — an estimated $990K sold.

Anchor Capital Advisors first reported a position in CBZ in Q4 2025 and held it in 1 quarter. The position peaked at $990K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Anchor Capital Advisors reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Anchor Capital Advisors sold 19,632 CBIZ shares in Q1 2026, an estimated $990K.
  • Anchor Capital Advisors first reported a position in CBIZ in Q4 2025 and held it in 1 quarter.
  • Anchor Capital Advisors's CBIZ position peaked at $990K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.