Ancora Advisors’s CBIZ CBZ Stock Holding History

Ancora 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 Q2	$16K	Hold	500	–	–	﹤0.01%	1367
2026 Q1	$13.4K	Hold	500	–	–	﹤0.01%	1686
2025 Q4	$25.2K	Hold	500	–	–	﹤0.01%	1448
2025 Q3	$26.5K	Hold	500	–	–	﹤0.01%	1168
2025 Q2	$35.9K	Hold	500	–	–	﹤0.01%	1092
2025 Q1	$37.9K	Hold	500	–	–	﹤0.01%	1067
2024 Q4	$40.9K	Hold	500	–	–	﹤0.01%	1040
2024 Q3	$33.6K	Hold	500	–	–	﹤0.01%	1082
2024 Q2	$37K	Hold	500	–	–	﹤0.01%	1020
2024 Q1	$39.3K	Hold	500	–	–	﹤0.01%	1017
2023 Q4	$31.3K	Hold	500	–	–	﹤0.01%	1069
2023 Q3	$25.9K	Hold	500	–	–	﹤0.01%	1089
2023 Q2	$26.6K	Hold	500	–	–	﹤0.01%	1060
2023 Q1	$24.7K	Hold	500	–	–	﹤0.01%	1080
2022 Q4	$23K	Hold	500	–	–	﹤0.01%	1141
2022 Q3	$21K	Hold	500	–	–	﹤0.01%	1312
2022 Q2	$20K	Hold	500	–	–	﹤0.01%	1433
2022 Q1	$21K	Hold	500	–	–	﹤0.01%	1534
2021 Q4	$20K	Hold	500	–	–	﹤0.01%	1583
2021 Q3	$16K	Hold	500	–	–	﹤0.01%	1541
2021 Q2	$16K	Hold	500	–	–	﹤0.01%	1410
2021 Q1	$16K	Hold	500	–	–	﹤0.01%	1347
2020 Q4	$13K	Hold	500	–	–	﹤0.01%	1149
2020 Q3	$11K	Hold	500	–	–	﹤0.01%	1120
2020 Q2	$12K	Hold	500	–	–	﹤0.01%	1078
2020 Q1	$10K	Hold	500	–	–	﹤0.01%	1180
2019 Q4	$13K	Buy	+500	New	+$13K	﹤0.01%	1136
2018 Q4	–	Sell	-500	Closed	-$12K	–	695
2018 Q3	$12K	Buy	+500	New	+$11.6K	﹤0.01%	1164

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Ancora Advisors's CBZ Position: Q2 2026 in Review

Ancora Advisors held its CBIZ (CBZ) position steady in Q2 2026 at 500 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Ancora Advisors first reported a position in CBZ in Q3 2018 and has held it in 28 quarters since. The position peaked at $40.9K in Q4 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Ancora Advisors held 500 shares of CBIZ worth $16K as of Q2 2026.
Ancora Advisors left its CBIZ share count unchanged in Q2 2026.
CBIZ made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1367 holding.
Ancora Advisors first reported a position in CBIZ in Q3 2018 and has held it in 28 quarters since.
Ancora Advisors's CBIZ position peaked at $40.9K in Q4 2024.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.