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Bare Financial Services’s CBIZ CBZ Stock Holding History

Bare Financial 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
2026
Q2 		$5.97K Buy
186
+162
+675% +$5.04K ﹤0.01% 785
2026
Q1 		$644 Buy
24
+7
+41% +$247 ﹤0.01% 1412
2025
Q4 		$858 Buy
+17
New +$894 ﹤0.01% 1188
2025
Q3 		– Sell
-19
Closed -$1.36K – 1402
2025
Q2 		$1.36K Buy
19
+11
+138% +$796 ﹤0.01% 823
2025
Q1 		$607 Buy
+8
New +$643 ﹤0.01% 707

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

Bare Financial Services's CBZ Position: Q2 2026 in Review

Bare Financial Services increased its CBIZ (CBZ) stake by 675% in Q2 2026, buying an estimated $5.04K and bringing the position to 186 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Bare Financial Services first reported a position in CBZ in Q1 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Bare Financial Services held 186 shares of CBIZ worth $5.97K as of Q2 2026.
  • Bare Financial Services bought 162 CBIZ shares in Q2 2026, an estimated $5.04K.
  • CBIZ made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #785 holding.
  • Bare Financial Services first reported a position in CBIZ in Q1 2025 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.