Brown Brothers Harriman & Co’s CBIZ CBZ Stock Holding History

Brown Brothers Harriman & Co’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	$3.75K	Hold	117	–	–	﹤0.01%	1628
2026 Q1	$3.14K	Sell	117 -19	-14%	-$670	﹤0.01%	1618
2025 Q4	$6.86K	Buy	136 +19	+16%	+$999	﹤0.01%	1433
2025 Q3	$6.2K	Hold	117	–	–	﹤0.01%	1369
2025 Q2	$8.39K	Buy	+117	New	+$8.46K	﹤0.01%	1220
2023 Q3	–	Sell	-373	Closed	-$19.9K	–	1226
2023 Q2	$19.9K	Hold	373	–	–	﹤0.01%	865
2023 Q1	$18.5K	Hold	373	–	–	﹤0.01%	909
2022 Q4	$17.5K	Hold	373	–	–	﹤0.01%	919
2022 Q3	$16K	Hold	373	–	–	﹤0.01%	1034
2022 Q2	$15K	Buy	+373	New	+$15.1K	﹤0.01%	934
2020 Q1	–	Sell	-1,957	Closed	-$53K	–	1119
2019 Q4	$53K	Buy	1,957 +1,595	+441%	+$41.5K	﹤0.01%	652
2019 Q3	$9K	Buy	+362	New	+$8.14K	﹤0.01%	902

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

Brown Brothers Harriman & Co's CBZ Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its CBIZ (CBZ) position steady in Q2 2026 at 117 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Brown Brothers Harriman & Co first reported a position in CBZ in Q3 2019 and has held it in 12 quarters since. The position peaked at $53K in Q4 2019. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Brown Brothers Harriman & Co held 117 shares of CBIZ worth $3.75K as of Q2 2026.
Brown Brothers Harriman & Co left its CBIZ share count unchanged in Q2 2026.
CBIZ made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #1628 holding.
Brown Brothers Harriman & Co first reported a position in CBIZ in Q3 2019 and has held it in 12 quarters since.
Brown Brothers Harriman & Co's CBIZ position peaked at $53K in Q4 2019.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.