Capital World Investors
CBZ icon

Capital World Investors’s CBIZ CBZ Stock Holding History

Capital World 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
-919,902
Closed -$46.4M – 627
2025
Q4 		$46.4M Sell
919,902
-380
-0% -$20K 0.01% 423
2025
Q3 		$48.7M Sell
920,282
-687,922
-43% -$44.4M 0.01% 421
2025
Q2 		$115M Buy
1,608,204
+367,025
+30% +$26.6M 0.02% 335
2025
Q1 		$94.2M Buy
1,241,179
+106,594
+9% +$8.57M 0.02% 344
2024
Q4 		$92.8M Buy
1,134,585
+309,785
+38% +$23.2M 0.01% 346
2024
Q3 		$55.5M Buy
824,800
+1,478
+0.2% +$107K 0.01% 393
2024
Q2 		$61M Buy
823,322
+306,258
+59% +$23.1M 0.01% 371
2024
Q1 		$40.6M Buy
+517,064
New +$36M 0.01% 409

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors's CBZ Position: Q1 2026 in Review

Capital World Investors sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 919,902 shares — an estimated $46.4M sold.

Capital World Investors first reported a position in CBZ in Q1 2024 and held it in 8 quarters. The position peaked at $115M in Q2 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Capital World Investors reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Capital World Investors sold 919,902 CBIZ shares in Q1 2026, an estimated $46.4M.
  • Capital World Investors first reported a position in CBIZ in Q1 2024 and held it in 8 quarters.
  • Capital World Investors's CBIZ position peaked at $115M in Q2 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

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