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CBZ icon

BloombergSen’s CBIZ CBZ Stock Holding History

BloombergSen’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 		$34.3M Buy
1,068,306
+74,277
+7% +$2.31M 2.56% 13
2026
Q1 		$26.7M Sell
994,029
-34,266
-3% -$1.21M 2.03% 15
2025
Q4 		$51.9M Sell
1,028,295
-79,555
-7% -$4.18M 3.79% 11
2025
Q3 		$58.7M Sell
1,107,850
-11,512
-1% -$742K 3.64% 11
2025
Q2 		$80.3M Buy
1,119,362
+96,982
+9% +$7.02M 4.92% 11
2025
Q1 		$77.6M Sell
1,022,380
-17,952
-2% -$1.44M 4.81% 11
2024
Q4 		$85.1M Hold
1,040,332
– – 5.18% 11
2024
Q3 		$70M Hold
1,040,332
– – 4.03% 11
2024
Q2 		$77.1M Sell
1,040,332
-27,444
-3% -$2.07M 4.85% 9
2024
Q1 		$83.8M Sell
1,067,776
-21,175
-2% -$1.47M 4.86% 9
2023
Q4 		$68.2M Buy
1,088,951
+60,838
+6% +$3.43M 4.29% 11
2023
Q3 		$53.4M Buy
1,028,113
+148,774
+17% +$8.02M 3.64% 13
2023
Q2 		$46.9M Buy
879,339
+7,912
+0.9% +$407K 3.22% 13
2023
Q1 		$43.1M Buy
871,427
+237,983
+38% +$11.5M 2.96% 15
2022
Q4 		$29.7M Sell
633,444
-34,002
-5% -$1.62M 1.96% 16
2022
Q3 		$28.6M Sell
667,446
-50,972
-7% -$2.23M 1.97% 16
2022
Q2 		$28.7M Buy
718,418
+233,909
+48% +$9.45M 1.77% 18
2022
Q1 		$20.3M Buy
+484,509
New +$19M 1.09% 20

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

BloombergSen's CBZ Position: Q2 2026 in Review

BloombergSen increased its CBIZ (CBZ) stake by 7.5% in Q2 2026, buying an estimated $2.31M and bringing the position to 1,068,306 shares worth $34.3M. The position accounts for 2.56% of the portfolio, ranked #13.

BloombergSen first reported a position in CBZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $85.1M in Q4 2024. 259 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • BloombergSen held 1,068,306 shares of CBIZ worth $34.3M as of Q2 2026.
  • BloombergSen bought 74,277 CBIZ shares in Q2 2026, an estimated $2.31M.
  • CBIZ made up 2.56% of BloombergSen's portfolio in Q2 2026, its #13 holding.
  • BloombergSen first reported a position in CBIZ in Q1 2022 and has held it in 18 quarters since.
  • BloombergSen's CBIZ position peaked at $85.1M in Q4 2024.
  • 259 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on BloombergSen's 13F filing for Q2 2026, filed 7 Aug 2026.