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Atom Investors’s CBIZ CBZ Stock Holding History

Atom Investors’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 		– Sell
-10,988
Closed -$295K – 850
2026
Q1 		$295K Buy
+10,988
New +$388K 0.02% 550

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

Atom Investors's CBZ Position: Q2 2026 in Review

Atom Investors sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 10,988 shares — an estimated $295K sold.

Atom Investors first reported a position in CBZ in Q1 2026 and held it in 1 quarter. The position peaked at $295K in Q1 2026. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Atom Investors reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • Atom Investors sold 10,988 CBIZ shares in Q2 2026, an estimated $295K.
  • Atom Investors first reported a position in CBIZ in Q1 2026 and held it in 1 quarter.
  • Atom Investors's CBIZ position peaked at $295K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.