AW
CBZ icon

Avion Wealth’s CBIZ CBZ Stock Holding History

Avion Wealth’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 		$3K Buy
113
+26
+30% +$809 ﹤0.01% 916
2026
Q1 		$2K Buy
+87
New +$3.07K ﹤0.01% 847
2025
Q2 		– Sell
-3
Closed – – 1214
2025
Q1 		$0 Buy
+3
New +$241 ﹤0.01% 1050
2024
Q4 		– Sell
-7
Closed – – 1033
2024
Q3 		$0 Buy
7
+1
+17% +$73 ﹤0.01% 1035
2024
Q2 		$0 Buy
+6
New +$453 ﹤0.01% 946

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

Avion Wealth's CBZ Position: Q2 2026 in Review

Avion Wealth increased its CBIZ (CBZ) stake by 30% in Q2 2026, buying an estimated $809 and bringing the position to 113 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Avion Wealth first reported a position in CBZ in Q2 2024 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Avion Wealth held 113 shares of CBIZ worth $3K as of Q2 2026.
  • Avion Wealth bought 26 CBIZ shares in Q2 2026, an estimated $809.
  • CBIZ made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #916 holding.
  • Avion Wealth first reported a position in CBIZ in Q2 2024 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.