Bay Harbor Wealth Management’s CBIZ CBZ Stock Holding History

Bay Harbor Wealth Management’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	–	Sell	-1	Closed	-$75	–	1275
2025 Q1	$75	Buy	+1	New	+$80	﹤0.01%	933

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bay Harbor Wealth Management's CBZ Position: Q2 2025 in Review

Bay Harbor Wealth Management sold out of CBIZ (CBZ) in Q2 2025, closing a stake of 1 share — an estimated $75 sold.

Bay Harbor Wealth Management first reported a position in CBZ in Q1 2025 and held it in 1 quarter. The position peaked at $75 in Q1 2025. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

Bay Harbor Wealth Management reported no remaining CBIZ position as of Q2 2025 after selling out during the quarter.
Bay Harbor Wealth Management sold 1 CBIZ share in Q2 2025, an estimated $75.
Bay Harbor Wealth Management first reported a position in CBIZ in Q1 2025 and held it in 1 quarter.
Bay Harbor Wealth Management's CBIZ position peaked at $75 in Q1 2025.
276 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.