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Cannon Global Investment Management’s CBIZ CBZ Stock Holding History

Cannon Global Investment 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
2025
Q4 		– Sell
-12,000
Closed -$636K – 71
2025
Q3 		$636K Buy
12,000
+5,500
+85% +$355K 0.96% 32
2025
Q2 		$466K Buy
+6,500
New +$470K 0.95% 34
2025
Q1 		– Sell
-3,900
Closed -$319K – 87
2024
Q4 		$319K Sell
3,900
-7,100
-65% -$531K 0.69% 58
2024
Q3 		$740K Buy
+11,000
New +$799K 1.18% 24

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cannon Global Investment Management's CBZ Position: Q4 2025 in Review

Cannon Global Investment Management sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 12,000 shares — an estimated $636K sold.

Cannon Global Investment Management first reported a position in CBZ in Q3 2024 and held it in 4 quarters. The position peaked at $740K in Q3 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • Cannon Global Investment Management reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
  • Cannon Global Investment Management sold 12,000 CBIZ shares in Q4 2025, an estimated $636K.
  • Cannon Global Investment Management first reported a position in CBIZ in Q3 2024 and held it in 4 quarters.
  • Cannon Global Investment Management's CBIZ position peaked at $740K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Cannon Global Investment Management's 13F filing for Q4 2025, filed 27 Jan 2026.