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Bell Investment Advisors’s CBIZ CBZ Stock Holding History

Bell Investment Advisors’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 		$2.41K Buy
75
+20
+36% +$622 ﹤0.01% 1275
2026
Q1 		$1.48K Buy
55
+44
+400% +$1.55K ﹤0.01% 1435
2025
Q4 		$555 Hold
11
– – ﹤0.01% 1701
2025
Q3 		$583 Hold
11
– – ﹤0.01% 1715
2025
Q2 		$789 Hold
11
– – ﹤0.01% 1660
2025
Q1 		$835 Hold
11
– – ﹤0.01% 1611
2024
Q4 		$901 Hold
11
– – ﹤0.01% 1616
2024
Q3 		$741 Hold
11
– – ﹤0.01% 1680
2024
Q2 		$816 Hold
11
– – ﹤0.01% 1662
2024
Q1 		$864 Hold
11
– – ﹤0.01% 1642
2023
Q4 		$689 Hold
11
– – ﹤0.01% 1706
2023
Q3 		$571 Hold
11
– – ﹤0.01% 1740
2023
Q2 		$587 Hold
11
– – ﹤0.01% 1766
2023
Q1 		$545 Hold
11
– – ﹤0.01% 1782
2022
Q4 		$515 Hold
11
– – ﹤0.01% 1816
2022
Q3 		$0 Buy
+11
New +$481 ﹤0.01% 1742

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

Bell Investment Advisors's CBZ Position: Q2 2026 in Review

Bell Investment Advisors increased its CBIZ (CBZ) stake by 36% in Q2 2026, buying an estimated $622 and bringing the position to 75 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Bell Investment Advisors first reported a position in CBZ in Q3 2022 and has held it in 16 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Bell Investment Advisors held 75 shares of CBIZ worth $2.41K as of Q2 2026.
  • Bell Investment Advisors bought 20 CBIZ shares in Q2 2026, an estimated $622.
  • CBIZ made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1275 holding.
  • Bell Investment Advisors first reported a position in CBIZ in Q3 2022 and has held it in 16 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.