AAS
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Avantax Advisory Services’s CBIZ CBZ Stock Holding History

Avantax Advisory Services’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
Q2 		$350K Sell
4,878
-78
-2% -$5.64K ﹤0.01% 1805
2025
Q1 		$376K Buy
4,956
+209
+4% +$16.8K ﹤0.01% 1686
2024
Q4 		$388K Buy
4,747
+1,536
+48% +$115K ﹤0.01% 1612
2024
Q3 		$216K Buy
+3,211
New +$233K ﹤0.01% 1966

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Advisory Services's CBZ Position: Q2 2025 in Review

Avantax Advisory Services reduced its CBIZ (CBZ) stake by 1.6% in Q2 2025, selling an estimated $5.64K and leaving 4,878 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Avantax Advisory Services first reported a position in CBZ in Q3 2024 and has held it in 4 quarters since. The position peaked at $388K in Q4 2024. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

  • Avantax Advisory Services held 4,878 shares of CBIZ worth $350K as of Q2 2025.
  • Avantax Advisory Services sold 78 CBIZ shares in Q2 2025, an estimated $5.64K.
  • CBIZ made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1805 holding.
  • Avantax Advisory Services first reported a position in CBIZ in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's CBIZ position peaked at $388K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.