CCIA
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Campbell & Co Investment Adviser’s CBIZ CBZ Stock Holding History

Campbell & Co Investment Adviser’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 		$1.17M Sell
43,558
-32,615
-43% -$1.15M 0.07% 455
2025
Q4 		$3.84M Buy
76,173
+53,429
+235% +$2.81M 0.18% 149
2025
Q3 		$1.2M Buy
+22,744
New +$1.47M 0.09% 345
2024
Q4 		– Sell
-46,808
Closed -$3.15M – 1084
2024
Q3 		$3.15M Buy
46,808
+42,946
+1,112% +$3.12M 0.23% 89
2024
Q2 		$286K Buy
+3,862
New +$292K 0.02% 841
2021
Q2 		– Sell
-23,253
Closed -$759K – 541
2021
Q1 		$759K Buy
23,253
+11,800
+103% +$348K 0.47% 43
2020
Q4 		$305K Buy
11,453
+100
+0.9% +$2.46K 0.19% 223
2020
Q3 		$260K Buy
+11,353
New +$270K 0.19% 236
2020
Q1 		– Sell
-21,100
Closed -$569K – 95
2019
Q4 		$569K Sell
21,100
-2,267
-10% -$59K 0.17% 192
2019
Q3 		$549K Buy
23,367
+7,636
+49% +$172K 0.21% 155
2019
Q2 		$308K Buy
+15,731
New +$315K 0.14% 301
2018
Q4 		– Sell
-14,947
Closed -$354K – 348
2018
Q3 		$354K Buy
+14,947
New +$346K 0.24% 155
2018
Q1 		– Sell
-17,280
Closed -$267K – 380
2017
Q4 		$267K Sell
17,280
-8,977
-34% -$141K 0.2% 226
2017
Q3 		$427K Buy
26,257
+5,850
+29% +$88.2K 0.35% 89
2017
Q2 		$306K Buy
+20,407
New +$306K 0.28% 141
2016
Q2 		– Sell
-10,783
Closed -$109K – 108
2016
Q1 		$109K Sell
10,783
-3,682
-25% -$37.3K 0.4% 108
2015
Q4 		$143K Buy
+14,465
New +$153K 0.95% 59

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Campbell & Co Investment Adviser's CBZ Position: Q1 2026 in Review

Campbell & Co Investment Adviser reduced its CBIZ (CBZ) stake by 43% in Q1 2026, selling an estimated $1.15M and leaving 43,558 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #455.

Campbell & Co Investment Adviser first reported a position in CBZ in Q4 2015 and has held it in 17 quarters since. The position peaked at $3.84M in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Campbell & Co Investment Adviser held 43,558 shares of CBIZ worth $1.17M as of Q1 2026.
  • Campbell & Co Investment Adviser sold 32,615 CBIZ shares in Q1 2026, an estimated $1.15M.
  • CBIZ made up 0.07% of Campbell & Co Investment Adviser's portfolio in Q1 2026, its #455 holding.
  • Campbell & Co Investment Adviser first reported a position in CBIZ in Q4 2015 and has held it in 17 quarters since.
  • Campbell & Co Investment Adviser's CBIZ position peaked at $3.84M in Q4 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.