Apexium Financial’s CBIZ CBZ Stock Holding History

Apexium Financial’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
2025 Q3	$655K	Sell	12,366 -880	-7%	-$56.8K	0.03%	167
2025 Q2	$950K	Hold	13,246	–	–	0.05%	132
2025 Q1	$1M	Hold	13,246	–	–	0.06%	118
2024 Q4	$1.08M	Hold	13,246	–	–	0.07%	107
2024 Q3	$891K	Hold	13,246	–	–	0.06%	106
2024 Q2	$982K	Hold	13,246	–	–	0.07%	92
2024 Q1	$1.04M	Hold	13,246	–	–	0.08%	92
2023 Q4	$829K	Hold	13,246	–	–	0.06%	136
2023 Q3	$687K	Hold	13,246	–	–	0.07%	110
2023 Q2	$706K	Hold	13,246	–	–	0.06%	111
2023 Q1	$656K	Hold	13,246	–	–	0.06%	112
2022 Q4	$621K	Hold	13,246	–	–	0.06%	115
2022 Q3	$567K	Hold	13,246	–	–	0.07%	110
2022 Q2	$529K	Sell	13,246 -492	-4%	-$19.9K	0.3%	53
2022 Q1	$537K	Hold	13,738	–	–	0.28%	50
2021 Q4	$537K	Hold	13,738	–	–	0.28%	51
2021 Q3	$444K	Hold	13,738	–	–	0.26%	56
2021 Q2	$450K	Hold	13,738	–	–	0.28%	49
2021 Q1	$449K	Hold	13,738	–	–	0.33%	50
2020 Q4	$366K	Hold	13,738	–	–	0.29%	49
2020 Q3	$314K	Hold	13,738	–	–	0.25%	53
2020 Q2	$329K	Hold	13,738	–	–	0.3%	50
2020 Q1	$287K	Hold	13,738	–	–	0.38%	39
2019 Q4	$370K	Buy	+13,738	New	+$357K	0.48%	40

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Apexium Financial's CBZ Position: Q3 2025 in Review

Apexium Financial reduced its CBIZ (CBZ) stake by 6.6% in Q3 2025, selling an estimated $56.8K and leaving 12,366 shares worth $655K. The position accounts for 0.03% of the portfolio, ranked #167.

Apexium Financial first reported a position in CBZ in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.08M in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

Apexium Financial held 12,366 shares of CBIZ worth $655K as of Q3 2025.
Apexium Financial sold 880 CBIZ shares in Q3 2025, an estimated $56.8K.
CBIZ made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #167 holding.
Apexium Financial first reported a position in CBIZ in Q4 2019 and has held it in 24 quarters since.
Apexium Financial's CBIZ position peaked at $1.08M in Q4 2024.
262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.