Capital Research Global Investors
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Capital Research Global Investors’s CBIZ CBZ Stock Holding History

Capital Research Global Investors’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
-2,914,541
Closed -$147M – 463
2025
Q4 		$147M Sell
2,914,541
-6,785
-0.2% -$357K 0.03% 268
2025
Q3 		$155M Sell
2,921,326
-65,633
-2% -$4.23M 0.03% 251
2025
Q2 		$214M Buy
2,986,959
+279,863
+10% +$20.2M 0.04% 217
2025
Q1 		$205M Sell
2,707,096
-819,192
-23% -$65.9M 0.04% 217
2024
Q4 		$289M Sell
3,526,288
-405,687
-10% -$30.3M 0.06% 186
2024
Q3 		$265M Buy
3,931,975
+114,396
+3% +$8.31M 0.06% 190
2024
Q2 		$283M Buy
3,817,579
+688,841
+22% +$52.1M 0.06% 187
2024
Q1 		$246M Buy
3,128,738
+2,364,545
+309% +$164M 0.06% 210
2023
Q4 		$47.8M Buy
+764,193
New +$43.1M 0.01% 324

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors's CBZ Position: Q1 2026 in Review

Capital Research Global Investors sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 2,914,541 shares — an estimated $147M sold.

Capital Research Global Investors first reported a position in CBZ in Q4 2023 and held it in 9 quarters. The position peaked at $289M in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Capital Research Global Investors reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Capital Research Global Investors sold 2,914,541 CBIZ shares in Q1 2026, an estimated $147M.
  • Capital Research Global Investors first reported a position in CBIZ in Q4 2023 and held it in 9 quarters.
  • Capital Research Global Investors's CBIZ position peaked at $289M in Q4 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.