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Blue Trust Inc’s CBIZ CBZ Stock Holding History

Blue Trust Inc’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 		$994 Hold
31
– – ﹤0.01% 2296
2026
Q1 		$832 Hold
31
– – ﹤0.01% 2285
2025
Q4 		$1.56K Hold
31
– – ﹤0.01% 2184
2025
Q3 		$1.64K Hold
31
– – ﹤0.01% 2190
2025
Q2 		$2.22K Hold
31
– – ﹤0.01% 2122
2025
Q1 		$2.35K Buy
+31
New +$2.49K ﹤0.01% 2207
2024
Q4 		– Sell
-40
Closed -$2.96K – 2520
2024
Q3 		$2.96K Buy
+40
New +$2.91K ﹤0.01% 2506
2023
Q2 		– Sell
-95
Closed -$4K – 2066
2023
Q1 		$4K Buy
95
+64
+206% +$3.08K ﹤0.01% 1827
2022
Q4 		$1K Hold
31
– – ﹤0.01% 2024
2022
Q3 		$1K Hold
31
– – ﹤0.01% 1888
2022
Q2 		$1K Buy
+31
New +$1.25K ﹤0.01% 1751

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

Blue Trust Inc's CBZ Position: Q2 2026 in Review

Blue Trust Inc held its CBIZ (CBZ) position steady in Q2 2026 at 31 shares worth $994. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Blue Trust Inc first reported a position in CBZ in Q2 2022 and has held it in 11 quarters since. The position peaked at $4K in Q1 2023. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Blue Trust Inc held 31 shares of CBIZ worth $994 as of Q2 2026.
  • Blue Trust Inc left its CBIZ share count unchanged in Q2 2026.
  • CBIZ made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2296 holding.
  • Blue Trust Inc first reported a position in CBIZ in Q2 2022 and has held it in 11 quarters since.
  • Blue Trust Inc's CBIZ position peaked at $4K in Q1 2023.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.