Boston Partners’s CBIZ CBZ Stock Holding History

Boston Partners’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	$25.7M	Buy	778,451 +217,051	+39%	+$6.75M	0.02%	359
2026 Q1	$15.1M	Buy	+561,400	New	+$19.8M	0.02%	397
2024 Q3	–	Sell	-49,961	Closed	-$3.7M	–	719
2024 Q2	$3.7M	Sell	49,961 -22,307	-31%	-$1.69M	﹤0.01%	450
2024 Q1	$5.67M	Sell	72,268 -11,315	-14%	-$787K	0.01%	428
2023 Q4	$5.23M	Sell	83,583 -50,818	-38%	-$2.87M	0.01%	417
2023 Q3	$6.98M	Sell	134,401 -20,386	-13%	-$1.1M	0.01%	395
2023 Q2	$8.25M	Sell	154,787 -8,944	-5%	-$460K	0.01%	384
2023 Q1	$8.1M	Buy	163,731 +28,923	+21%	+$1.39M	0.01%	368
2022 Q4	$6.32M	Sell	134,808 -8,107	-6%	-$385K	0.01%	367
2022 Q3	$6.11M	Sell	142,915 -4,605	-3%	-$201K	0.01%	378
2022 Q2	$5.89M	Sell	147,520 -3,503	-2%	-$142K	0.01%	376
2022 Q1	$6.34M	Sell	151,023 -1,922	-1%	-$75.3K	0.01%	386
2021 Q4	$5.98M	Sell	152,945 -1,717	-1%	-$64K	0.01%	379
2021 Q3	$5M	Buy	154,662 +4,350	+3%	+$142K	0.01%	383
2021 Q2	$4.93M	Buy	150,312 +1,905	+1%	+$63.7K	0.01%	382
2021 Q1	$4.85M	Sell	148,407 -131	-0.1%	-$3.86K	0.01%	392
2020 Q4	$3.95M	Sell	148,538 -2,830	-2%	-$69.6K	0.01%	375
2020 Q3	$3.46M	Sell	151,368 -12,870	-8%	-$306K	0.01%	380
2020 Q2	$3.94M	Sell	164,238 -47,642	-22%	-$1.08M	0.01%	373
2020 Q1	$4.43M	Sell	211,880 -1,559	-0.7%	-$39.7K	0.01%	371
2019 Q4	$5.75M	Buy	213,439 +1,987	+0.9%	+$51.7K	0.01%	368
2019 Q3	$4.97M	Sell	211,452 -2,295	-1%	-$51.6K	0.01%	388
2019 Q2	$4.19M	Sell	213,747 -13,673	-6%	-$274K	0.01%	432
2019 Q1	$4.6M	Buy	227,420 +7,729	+4%	+$156K	0.01%	433
2018 Q4	$4.33M	Buy	219,691 +4,294	+2%	+$91.8K	0.01%	428
2018 Q3	$5.11M	Sell	215,397 -2,861	-1%	-$66.3K	0.01%	453
2018 Q2	$5.02M	Sell	218,258 -33,551	-13%	-$678K	0.01%	461
2018 Q1	$4.6M	Sell	251,809 -16,280	-6%	-$283K	0.01%	494
2017 Q4	$4.14M	Sell	268,089 -6,966	-3%	-$110K	﹤0.01%	555
2017 Q3	$4.47M	Sell	275,055 -2,759	-1%	-$41.6K	0.01%	521
2017 Q2	$4.17M	Buy	277,814 +389	+0.1%	+$5.83K	0.01%	521
2017 Q1	$3.76M	Buy	277,425 +5,855	+2%	+$78.6K	﹤0.01%	548
2016 Q4	$3.72M	Buy	271,570 +7,280	+3%	+$88.3K	﹤0.01%	558
2016 Q3	$2.96M	Buy	264,290 +18,510	+8%	+$206K	﹤0.01%	592
2016 Q2	$2.56M	Buy	245,780 +5,519	+2%	+$56.8K	﹤0.01%	600
2016 Q1	$2.42M	Buy	240,261 +50,155	+26%	+$508K	﹤0.01%	584
2015 Q4	$1.87M	Buy	190,106 +5,855	+3%	+$62K	﹤0.01%	626
2015 Q3	$1.81M	Buy	184,251 +3,862	+2%	+$37.7K	﹤0.01%	619
2015 Q2	$1.74M	Buy	180,389 +1,300	+0.7%	+$12.1K	﹤0.01%	631
2015 Q1	$1.67M	Sell	179,089 -15,220	-8%	-$133K	﹤0.01%	637
2014 Q4	$1.66M	Sell	194,309 -2,380	-1%	-$20.5K	﹤0.01%	648
2014 Q3	$1.55M	Buy	196,689 +4,310	+2%	+$36.7K	﹤0.01%	654
2014 Q2	$1.74M	Hold	192,379	–	–	﹤0.01%	642
2014 Q1	$1.76M	Buy	192,379 +1,630	+0.9%	+$14.6K	﹤0.01%	632
2013 Q4	$1.74M	Sell	190,749 -1,825	-0.9%	-$15.4K	﹤0.01%	633
2013 Q3	$1.43M	Sell	192,574 -2,710	-1%	-$19.4K	﹤0.01%	623
2013 Q2	$1.31M	Buy	+195,284	New	+$1.27M	﹤0.01%	618

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Boston Partners's CBZ Position: Q2 2026 in Review

Boston Partners increased its CBIZ (CBZ) stake by 39% in Q2 2026, buying an estimated $6.75M and bringing the position to 778,451 shares worth $25.7M. The position accounts for 0.02% of the portfolio, ranked #359.

Boston Partners first reported a position in CBZ in Q2 2013 and has held it in 47 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Boston Partners held 778,451 shares of CBIZ worth $25.7M as of Q2 2026.
Boston Partners bought 217,051 CBIZ shares in Q2 2026, an estimated $6.75M.
CBIZ made up 0.02% of Boston Partners's portfolio in Q2 2026, its #359 holding.
Boston Partners first reported a position in CBIZ in Q2 2013 and has held it in 47 quarters since.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.