Capital Advisors Ltd’s CBIZ CBZ Stock Holding History

Capital Advisors Ltd’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	–	Sell	-13	Closed	-$1K	–	1384
2025 Q4	$1K	Hold	13	–	–	﹤0.01%	1146
2025 Q3	$1K	Hold	13	–	–	﹤0.01%	1145
2025 Q2	$1K	Hold	13	–	–	﹤0.01%	1144
2025 Q1	$1K	Hold	13	–	–	﹤0.01%	1130
2024 Q4	$1K	Hold	13	–	–	﹤0.01%	1155
2024 Q3	$1K	Hold	13	–	–	﹤0.01%	1157
2024 Q2	$1K	Hold	13	–	–	﹤0.01%	1142
2024 Q1	$1K	Hold	13	–	–	﹤0.01%	1136
2023 Q4	$1K	Hold	13	–	–	﹤0.01%	1103
2023 Q3	$1K	Hold	13	–	–	﹤0.01%	1090
2023 Q2	$1K	Hold	13	–	–	﹤0.01%	1102
2023 Q1	$1K	Hold	13	–	–	﹤0.01%	999
2022 Q4	$1K	Hold	13	–	–	﹤0.01%	960
2022 Q3	$1K	Buy	+13	New	+$569	﹤0.01%	972

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Capital Advisors Ltd's CBZ Position: Q1 2026 in Review

Capital Advisors Ltd sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 13 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in CBZ in Q3 2022 and held it in 14 quarters. The position peaked at $1K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Capital Advisors Ltd reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
Capital Advisors Ltd sold 13 CBIZ shares in Q1 2026, an estimated $1K.
Capital Advisors Ltd first reported a position in CBIZ in Q3 2022 and held it in 14 quarters.
Capital Advisors Ltd's CBIZ position peaked at $1K in Q4 2025.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.