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Bellwether Advisors’s CBIZ CBZ Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-36
Closed -$2.58K – 205
2025
Q2 		$2.58K Hold
36
– – ﹤0.01% 476
2025
Q1 		$2.73K Hold
36
– – ﹤0.01% 417
2024
Q4 		$2.95K Buy
+36
New +$2.69K ﹤0.01% 419

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

Bellwether Advisors's CBZ Position: Q3 2025 in Review

Bellwether Advisors sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 36 shares — an estimated $2.58K sold.

Bellwether Advisors first reported a position in CBZ in Q4 2024 and held it in 3 quarters. The position peaked at $2.95K in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Bellwether Advisors reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 36 CBIZ shares in Q3 2025, an estimated $2.58K.
  • Bellwether Advisors first reported a position in CBIZ in Q4 2024 and held it in 3 quarters.
  • Bellwether Advisors's CBIZ position peaked at $2.95K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.