Arax Advisory Partners’s CBIZ CBZ Stock Holding History

Arax Advisory Partners’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	$123K	Buy	3,849 +3,426	+810%	+$107K	﹤0.01%	2581
2026 Q1	$11.4K	Buy	423 +127	+43%	+$4.48K	﹤0.01%	2377
2025 Q4	$14.9K	Sell	296 -97	-25%	-$5.1K	﹤0.01%	2281
2025 Q3	$20.8K	Buy	393 +333	+555%	+$21.5K	﹤0.01%	2248
2025 Q2	$4.3K	Sell	60 -9	-13%	-$651	﹤0.01%	2307
2025 Q1	$5.24K	Sell	69 -166	-71%	-$13.4K	﹤0.01%	1759
2024 Q4	$19.2K	Hold	235	–	–	﹤0.01%	1230
2024 Q3	$15.8K	Sell	235 -9	-4%	-$654	﹤0.01%	1182
2024 Q2	$18.1K	Buy	244 +225	+1,184%	+$17K	﹤0.01%	1005
2024 Q1	$1.49K	Sell	19 -4	-17%	-$278	﹤0.01%	1092
2023 Q4	$1.44K	Buy	23 +5	+28%	+$282	﹤0.01%	1067
2023 Q3	$935	Hold	18	–	–	﹤0.01%	1147
2023 Q2	$960	Hold	18	–	–	﹤0.01%	1117
2023 Q1	$891	Buy	+18	New	+$867	﹤0.01%	1121

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

Arax Advisory Partners's CBZ Position: Q2 2026 in Review

Arax Advisory Partners increased its CBIZ (CBZ) stake by 810% in Q2 2026, buying an estimated $107K and bringing the position to 3,849 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Arax Advisory Partners first reported a position in CBZ in Q1 2023 and has held it in 14 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Arax Advisory Partners held 3,849 shares of CBIZ worth $123K as of Q2 2026.
Arax Advisory Partners bought 3,426 CBIZ shares in Q2 2026, an estimated $107K.
CBIZ made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2581 holding.
Arax Advisory Partners first reported a position in CBIZ in Q1 2023 and has held it in 14 quarters since.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.