Canada Life’s CBIZ CBZ Stock Holding History

Canada Life’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	$157K	Hold	5,820	–	–	﹤0.01%	1633
2025 Q4	$294K	Sell	5,820 -16,010	-73%	-$842K	﹤0.01%	1579
2025 Q3	$1.17M	Hold	21,830	–	–	﹤0.01%	1395
2025 Q2	$1.57M	Buy	21,830 +2,561	+13%	+$185K	﹤0.01%	1273
2025 Q1	$1.47M	Sell	19,269 -1,191	-6%	-$95.8K	﹤0.01%	1307
2024 Q4	$1.67M	Sell	20,460 -2,747	-12%	-$205K	﹤0.01%	1325
2024 Q3	$1.56M	Sell	23,207 -1,615	-7%	-$117K	﹤0.01%	1390
2024 Q2	$1.84M	Sell	24,822 -18,653	-43%	-$1.41M	﹤0.01%	1317
2024 Q1	$3.42M	Sell	43,475 -1,302	-3%	-$90.5K	0.01%	1001
2023 Q4	$2.79M	Buy	44,777 +4,234	+10%	+$239K	0.01%	1074
2023 Q3	$2.1M	Buy	40,543 +5,721	+16%	+$308K	0.01%	1185
2023 Q2	$1.87M	Buy	34,822 +14,598	+72%	+$751K	﹤0.01%	1243
2023 Q1	$1M	Hold	20,224	–	–	﹤0.01%	1502
2022 Q4	$953K	Buy	20,224 +8,899	+79%	+$423K	﹤0.01%	1542
2022 Q3	$484K	Buy	11,325 +8,974	+382%	+$393K	﹤0.01%	1684
2022 Q2	$94K	Hold	2,351	–	–	﹤0.01%	1931
2022 Q1	$105K	Sell	2,351 -505	-18%	-$19.8K	﹤0.01%	1986
2021 Q4	$111K	Hold	2,856	–	–	﹤0.01%	1981
2021 Q3	$93K	Hold	2,856	–	–	﹤0.01%	2066
2021 Q2	$94K	Sell	2,856 -692	-20%	-$23.1K	﹤0.01%	2100
2021 Q1	$115K	Hold	3,548	–	–	﹤0.01%	2068
2020 Q4	$94K	Hold	3,548	–	–	﹤0.01%	2123
2020 Q3	$81K	Hold	3,548	–	–	﹤0.01%	2080
2020 Q2	$85K	Hold	3,548	–	–	﹤0.01%	2089
2020 Q1	$75K	Hold	3,548	–	–	﹤0.01%	2037
2019 Q4	$95K	Buy	+3,548	New	+$92.3K	﹤0.01%	2081
2019 Q3	–	Sell	-6,686	Closed	-$131K	–	1317
2019 Q2	$131K	Hold	6,686	–	–	﹤0.01%	2139
2019 Q1	$135K	Buy	6,686 +2,586	+63%	+$52.3K	﹤0.01%	1972
2018 Q4	$78K	Hold	4,100	–	–	﹤0.01%	2229
2018 Q3	$97K	Hold	4,100	–	–	﹤0.01%	2199
2018 Q2	$94K	Hold	4,100	–	–	﹤0.01%	2205
2018 Q1	$75K	Hold	4,100	–	–	﹤0.01%	2256
2017 Q4	$63K	Hold	4,100	–	–	﹤0.01%	2298
2017 Q3	$67K	Hold	4,100	–	–	﹤0.01%	2260
2017 Q2	$61K	Hold	4,100	–	–	﹤0.01%	2265
2017 Q1	$55K	Hold	4,100	–	–	﹤0.01%	2281
2016 Q4	$56K	Sell	4,100 -7,000	-63%	-$84.9K	﹤0.01%	2291
2016 Q3	$124K	Hold	11,100	–	–	﹤0.01%	2061
2016 Q2	$115K	Hold	11,100	–	–	﹤0.01%	2052
2016 Q1	$112K	Hold	11,100	–	–	﹤0.01%	1723
2015 Q4	$110K	Hold	11,100	–	–	﹤0.01%	1695
2015 Q3	$109K	Hold	11,100	–	–	﹤0.01%	1639
2015 Q2	$107K	Hold	11,100	–	–	﹤0.01%	1820
2015 Q1	$103K	Hold	11,100	–	–	﹤0.01%	1773
2014 Q4	$95K	Hold	11,100	–	–	﹤0.01%	1794
2014 Q3	$88K	Hold	11,100	–	–	﹤0.01%	1781
2014 Q2	$100K	Buy	+11,100	New	+$96.7K	﹤0.01%	1583

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Life's CBZ Position: Q1 2026 in Review

Canada Life held its CBIZ (CBZ) position steady in Q1 2026 at 5,820 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Canada Life first reported a position in CBZ in Q2 2014 and has held it in 47 quarters since. The position peaked at $3.42M in Q1 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Canada Life held 5,820 shares of CBIZ worth $157K as of Q1 2026.
Canada Life left its CBIZ share count unchanged in Q1 2026.
CBIZ made up ﹤0.01% of Canada Life's portfolio in Q1 2026, its #1633 holding.
Canada Life first reported a position in CBIZ in Q2 2014 and has held it in 47 quarters since.
Canada Life's CBIZ position peaked at $3.42M in Q1 2024.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Canada Life's 13F filing for Q1 2026, filed 14 May 2026.