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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

22C Capital Boca Raton, Florida $86M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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