CFO
CBZ icon

Callan Family Office’s CBIZ CBZ Stock Holding History

Callan Family Office’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 		$595K Buy
18,553
+1,459
+9% +$45.4K 0.01% 758
2026
Q1 		$459K Buy
17,094
+247
+1% +$8.71K 0.01% 796
2025
Q4 		$850K Buy
16,847
+1,897
+13% +$99.7K 0.02% 596
2025
Q3 		$792K Sell
14,950
-618
-4% -$39.9K 0.03% 421
2025
Q2 		$1.12M Buy
15,568
+3,145
+25% +$228K 0.04% 374
2025
Q1 		$942K Buy
12,423
+489
+4% +$39.3K 0.07% 223
2024
Q4 		$977K Buy
+11,934
New +$892K 0.06% 260

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

Callan Family Office's CBZ Position: Q2 2026 in Review

Callan Family Office increased its CBIZ (CBZ) stake by 8.5% in Q2 2026, buying an estimated $45.4K and bringing the position to 18,553 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #758.

Callan Family Office first reported a position in CBZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q2 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Callan Family Office held 18,553 shares of CBIZ worth $595K as of Q2 2026.
  • Callan Family Office bought 1,459 CBIZ shares in Q2 2026, an estimated $45.4K.
  • CBIZ made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #758 holding.
  • Callan Family Office first reported a position in CBIZ in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's CBIZ position peaked at $1.12M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.