BOK Financial’s CBIZ CBZ Stock Holding History

BOK Financial’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
2024 Q4	–	Sell	-5	Closed	-$325	–	1332
2024 Q3	$325	Hold	5	–	–	﹤0.01%	1277
2024 Q2	$371	Hold	5	–	–	﹤0.01%	1109
2024 Q1	$389	Hold	5	–	–	﹤0.01%	1126
2023 Q4	$312	Hold	5	–	–	﹤0.01%	1204
2023 Q3	$260	Buy	+5	New	+$269	﹤0.01%	1127

Other funds holding CBZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BOK Financial's CBZ Position: Q4 2024 in Review

BOK Financial sold out of CBIZ (CBZ) in Q4 2024, closing a stake of 5 shares — an estimated $325 sold.

BOK Financial first reported a position in CBZ in Q3 2023 and held it in 5 quarters. The position peaked at $389 in Q1 2024. 283 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

BOK Financial reported no remaining CBIZ position as of Q4 2024 after selling out during the quarter.
BOK Financial sold 5 CBIZ shares in Q4 2024, an estimated $325.
BOK Financial first reported a position in CBIZ in Q3 2023 and held it in 5 quarters.
BOK Financial's CBIZ position peaked at $389 in Q1 2024.
283 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on BOK Financial's 13F filing for Q4 2024, filed 14 Feb 2025.