Callahan Advisors’s CBIZ CBZ Stock Holding History

Callahan Advisors’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
2025 Q1	–	Sell	-2,871	Closed	-$235K	–	165
2024 Q4	$235K	Buy	+2,871	New	+$215K	0.02%	154

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

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

Callahan Advisors's CBZ Position: Q1 2025 in Review

Callahan Advisors sold out of CBIZ (CBZ) in Q1 2025, closing a stake of 2,871 shares — an estimated $235K sold.

Callahan Advisors first reported a position in CBZ in Q4 2024 and held it in 1 quarter. The position peaked at $235K in Q4 2024. 290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

Callahan Advisors reported no remaining CBIZ position as of Q1 2025 after selling out during the quarter.
Callahan Advisors sold 2,871 CBIZ shares in Q1 2025, an estimated $235K.
Callahan Advisors first reported a position in CBIZ in Q4 2024 and held it in 1 quarter.
Callahan Advisors's CBIZ position peaked at $235K in Q4 2024.
290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on Callahan Advisors's 13F filing for Q1 2025, filed 1 May 2025.