ACM
CBZ icon

Argent Capital Management’s CBIZ CBZ Stock Holding History

Argent Capital Management’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 		– Sell
-89,666
Closed -$6.43M – 159
2025
Q2 		$6.43M Buy
89,666
+697
+0.8% +$50.4K 0.18% 60
2025
Q1 		$6.75M Buy
88,969
+2,890
+3% +$232K 0.21% 60
2024
Q4 		$7.04M Buy
86,079
+10,098
+13% +$755K 0.2% 57
2024
Q3 		$5.11M Buy
75,981
+2,767
+4% +$201K 0.14% 62
2024
Q2 		$5.43M Buy
73,214
+22,256
+44% +$1.68M 0.16% 58
2024
Q1 		$4M Buy
50,958
+879
+2% +$61.1K 0.12% 64
2023
Q4 		$3.13M Buy
50,079
+426
+0.9% +$24.1K 0.1% 73
2023
Q3 		$2.58M Sell
49,653
-7,227
-13% -$389K 0.09% 68
2023
Q2 		$3.03M Buy
56,880
+925
+2% +$47.6K 0.1% 76
2023
Q1 		$2.77M Buy
55,955
+219
+0.4% +$10.5K 0.1% 78
2022
Q4 		$2.61M Buy
55,736
+1,275
+2% +$60.6K 0.09% 82
2022
Q3 		$2.33M Buy
+54,461
New +$2.38M 0.09% 82

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Argent Capital Management's CBZ Position: Q3 2025 in Review

Argent Capital Management sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 89,666 shares — an estimated $6.43M sold.

Argent Capital Management first reported a position in CBZ in Q3 2022 and held it in 12 quarters. The position peaked at $7.04M in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Argent Capital Management reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Argent Capital Management sold 89,666 CBIZ shares in Q3 2025, an estimated $6.43M.
  • Argent Capital Management first reported a position in CBIZ in Q3 2022 and held it in 12 quarters.
  • Argent Capital Management's CBIZ position peaked at $7.04M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Argent Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.