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Caprock Group’s CBIZ CBZ Stock Holding History

Caprock Group’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
Q2 		$369K Buy
11,498
+1,019
+10% +$31.7K 0.01% 963
2026
Q1 		$281K Buy
10,479
+237
+2% +$8.36K 0.01% 947
2025
Q4 		$517K Buy
10,242
+272
+3% +$14.3K 0.01% 809
2025
Q3 		$643K Buy
+9,970
New +$643K 0.02% 717
2025
Q1 		$757K Hold
9,973
– – 0.02% 561
2024
Q4 		$816K Buy
9,973
+73
+0.7% +$5.46K 0.03% 477
2024
Q3 		$666K Sell
9,900
-3
-0% -$218 0.02% 494
2024
Q2 		$734K Buy
9,903
+93
+0.9% +$7.03K 0.03% 443
2024
Q1 		$770K Buy
9,810
+2
+0% +$139 0.04% 301
2023
Q4 		$614K Sell
9,808
-1
-0% -$56 0.04% 342
2023
Q3 		$509K Sell
9,809
-3
-0% -$162 0.04% 353
2023
Q2 		$523K Hold
9,812
– – 0.04% 365
2023
Q1 		$486K Buy
+9,812
New +$473K 0.04% 372

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Caprock Group's CBZ Position: Q2 2026 in Review

Caprock Group increased its CBIZ (CBZ) stake by 9.7% in Q2 2026, buying an estimated $31.7K and bringing the position to 11,498 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #963.

Caprock Group first reported a position in CBZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $816K in Q4 2024. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Caprock Group held 11,498 shares of CBIZ worth $369K as of Q2 2026.
  • Caprock Group bought 1,019 CBIZ shares in Q2 2026, an estimated $31.7K.
  • CBIZ made up 0.01% of Caprock Group's portfolio in Q2 2026, its #963 holding.
  • Caprock Group first reported a position in CBIZ in Q1 2023 and has held it in 13 quarters since.
  • Caprock Group's CBIZ position peaked at $816K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.