Bank Julius Baer & Co
CBZ icon

Bank Julius Baer & Co’s CBIZ CBZ Stock Holding History

Bank Julius Baer & Co’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
-62,974
Closed -$4.52M – 675
2025
Q2 		$4.52M Sell
62,974
-14,540
-19% -$1.05M 0.01% 253
2025
Q1 		$5.82M Sell
77,514
-74,854
-49% -$6.02M 0.02% 238
2024
Q4 		$12.6M Buy
152,368
+19,444
+15% +$1.45M 0.04% 187
2024
Q3 		$9.06M Buy
132,924
+132,042
+14,971% +$9.6M 0.03% 195
2024
Q2 		$72.8K Buy
+882
New +$66.7K ﹤0.01% 414

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank Julius Baer & Co's CBZ Position: Q3 2025 in Review

Bank Julius Baer & Co sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 62,974 shares — an estimated $4.52M sold.

Bank Julius Baer & Co first reported a position in CBZ in Q2 2024 and held it in 5 quarters. The position peaked at $12.6M in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Bank Julius Baer & Co reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 62,974 CBIZ shares in Q3 2025, an estimated $4.52M.
  • Bank Julius Baer & Co first reported a position in CBIZ in Q2 2024 and held it in 5 quarters.
  • Bank Julius Baer & Co's CBIZ position peaked at $12.6M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Bank Julius Baer & Co's 13F filing for Q3 2025, filed 13 Nov 2025.