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Brooklyn Investment Group’s CBIZ CBZ Stock Holding History

Brooklyn Investment Group’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
Q1 		$949K Buy
+35,336
New +$1.25M 0.03% 598
2025
Q3 		– Sell
-101
Closed -$7.24K – 998
2025
Q2 		$7.24K Sell
101
-9
-8% -$651 ﹤0.01% 2326
2025
Q1 		$8.35K Buy
+110
New +$8.85K ﹤0.01% 1594

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Brooklyn Investment Group's CBZ Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in CBIZ (CBZ) in Q1 2026: 35,336 shares worth $949K. The stake represents 0.03% of the portfolio and ranks #598 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in CBZ as recently as Q2 2025.

Brooklyn Investment Group first reported a position in CBZ in Q1 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Brooklyn Investment Group held 35,336 shares of CBIZ worth $949K as of Q1 2026.
  • CBIZ was a new Brooklyn Investment Group position in Q1 2026.
  • CBIZ made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #598 holding.
  • Brooklyn Investment Group first reported a position in CBIZ in Q1 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.