Bank of Montreal’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $94.2M | Buy |
3,507,905
+1,256,256
| +56% | +$44.3M | 0.04% | 372 |
|
|
2025
Q4 | $114M | Buy |
+2,251,649
| New | +$118M | 0.04% | 343 |
|
|
2025
Q1 | – | Sell |
-2,927
| Closed | -$240K | – | 3514 |
|
|
2024
Q4 | $240K | Buy |
+2,927
| New | +$219K | ﹤0.01% | 2673 |
|
|
2023
Q2 | – | Sell |
-4,400
| Closed | -$218K | – | 3996 |
|
|
2023
Q1 | $218K | Buy |
+4,400
| New | +$212K | ﹤0.01% | 2962 |
|
|
2021
Q2 | – | Sell |
-3,820
| Closed | -$127K | – | 3856 |
|
|
2021
Q1 | $127K | Sell |
3,820
-346,345
| -99% | -$10.2M | ﹤0.01% | 3293 |
|
|
2020
Q4 | $9.39M | Buy |
350,165
+13,033
| +4% | +$321K | 0.01% | 1049 |
|
|
2020
Q3 | $7.88M | Buy |
337,132
+17,129
| +5% | +$407K | 0.01% | 968 |
|
|
2020
Q2 | $7.21M | Buy |
320,003
+31,246
| +11% | +$709K | 0.01% | 1005 |
|
|
2020
Q1 | $6.05M | Buy |
288,757
+43,484
| +18% | +$1.11M | 0.01% | 902 |
|
|
2019
Q4 | $6.61M | Buy |
245,273
+76,468
| +45% | +$1.99M | 0.01% | 1206 |
|
|
2019
Q3 | $3.97M | Buy |
168,805
+42,194
| +33% | +$949K | ﹤0.01% | 1304 |
|
|
2019
Q2 | $2.48M | Sell |
126,611
-5,981
| -5% | -$120K | ﹤0.01% | 1549 |
|
|
2019
Q1 | $2.68M | Sell |
132,592
-4,770
| -3% | -$96.4K | ﹤0.01% | 1505 |
|
|
2018
Q4 | $2.71M | Buy |
137,362
+136,488
| +15,616% | +$2.92M | ﹤0.01% | 1369 |
|
|
2018
Q3 | $20K | Sell |
874
-10
| -1% | -$232 | ﹤0.01% | 3701 |
|
|
2018
Q2 | $20K | Buy |
884
+367
| +71% | +$7.42K | ﹤0.01% | 3731 |
|
|
2018
Q1 | $9K | Hold |
517
| – | – | ﹤0.01% | 3779 |
|
|
2017
Q4 | $8K | Hold |
517
| – | – | ﹤0.01% | 3836 |
|
|
2017
Q3 | $8K | Buy |
+517
| New | +$7.79K | ﹤0.01% | 3758 |
|
|
2016
Q1 | – | Sell |
-70
| Closed | -$1K | – | 4198 |
|
|
2015
Q4 | $1K | Sell |
70
-149,295
| -100% | -$1.58M | ﹤0.01% | 4068 |
|
|
2015
Q3 | $1.47M | Sell |
149,365
-5,220
| -3% | -$50.9K | ﹤0.01% | 1416 |
|
|
2015
Q2 | $1.49M | Sell |
154,585
-2,790
| -2% | -$26.1K | ﹤0.01% | 1495 |
|
|
2015
Q1 | $1.47M | Sell |
157,375
-12,085
| -7% | -$106K | ﹤0.01% | 1481 |
|
|
2014
Q4 | $1.45M | Sell |
169,460
-7,060
| -4% | -$60.9K | ﹤0.01% | 1533 |
|
|
2014
Q3 | $1.39M | Sell |
176,520
-5,660
| -3% | -$48.3K | ﹤0.01% | 1617 |
|
|
2014
Q2 | $1.65M | Sell |
182,180
-2,970
| -2% | -$25.9K | ﹤0.01% | 1535 |
|
|
2014
Q1 | $1.7M | Sell |
185,150
-20,020
| -10% | -$180K | ﹤0.01% | 1407 |
|
|
2013
Q4 | $1.87M | Sell |
205,170
-7,590
| -4% | -$64K | ﹤0.01% | 1214 |
|
|
2013
Q3 | $1.58M | Sell |
212,760
-11,690
| -5% | -$83.9K | ﹤0.01% | 1246 |
|
|
2013
Q2 | $1.51M | Buy |
+224,450
| New | +$1.46M | ﹤0.01% | 1216 |
|
Other funds holding CBZ
2C
VCM
VPM
PCP
Bank of Montreal's CBZ Position: Q1 2026 in Review
Bank of Montreal increased its CBIZ (CBZ) stake by 56% in Q1 2026, buying an estimated $44.3M and bringing the position to 3,507,905 shares worth $94.2M. The position accounts for 0.04% of the portfolio, ranked #372.
Bank of Montreal first reported a position in CBZ in Q2 2013 and has held it in 30 quarters since. The position peaked at $114M in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.
- Bank of Montreal held 3,507,905 shares of CBIZ worth $94.2M as of Q1 2026.
- Bank of Montreal bought 1,256,256 CBIZ shares in Q1 2026, an estimated $44.3M.
- CBIZ made up 0.04% of Bank of Montreal's portfolio in Q1 2026, its #372 holding.
- Bank of Montreal first reported a position in CBIZ in Q2 2013 and has held it in 30 quarters since.
- Bank of Montreal's CBIZ position peaked at $114M in Q4 2025.
- 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.