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Caitong International Asset Management’s CBIZ CBZ Stock Holding History

Caitong International Asset Management’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 		$353 Sell
11
-89
-89% -$2.77K ﹤0.01% 1850
2026
Q1 		$2.69K Buy
100
+95
+1,900% +$3.35K ﹤0.01% 1196
2025
Q4 		$252 Sell
5
-554
-99% -$29.1K ﹤0.01% 1582
2025
Q3 		$29.6K Buy
559
+442
+378% +$28.5K 0.02% 502
2025
Q2 		$8.39K Buy
117
+114
+3,800% +$8.25K 0.01% 792
2025
Q1 		$228 Buy
+3
New +$241 ﹤0.01% 1899

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

Caitong International Asset Management's CBZ Position: Q2 2026 in Review

Caitong International Asset Management reduced its CBIZ (CBZ) stake by 89% in Q2 2026, selling an estimated $2.77K and leaving 11 shares worth $353. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Caitong International Asset Management first reported a position in CBZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.6K in Q3 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Caitong International Asset Management held 11 shares of CBIZ worth $353 as of Q2 2026.
  • Caitong International Asset Management sold 89 CBIZ shares in Q2 2026, an estimated $2.77K.
  • CBIZ made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #1850 holding.
  • Caitong International Asset Management first reported a position in CBIZ in Q1 2025 and has held it in 6 quarters since.
  • Caitong International Asset Management's CBIZ position peaked at $29.6K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.