CBIZ Investment Advisory Services’s CBIZ CBZ Stock Holding History

CBIZ Investment Advisory Services’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	$126K	Hold	4,710	–	–	﹤0.01%	52
2025 Q4	$238K	Buy	4,710 +272	+6%	+$14.3K	0.01%	50
2025 Q3	$235K	Hold	4,438	–	–	0.01%	49
2025 Q2	$318K	Buy	4,438 +49	+1%	+$3.54K	0.01%	40
2025 Q1	$333K	Hold	4,389	–	–	0.02%	40
2024 Q4	$359K	Sell	4,389 -1,000	-19%	-$74.8K	0.02%	39
2024 Q3	$363K	Hold	5,389	–	–	0.02%	37
2024 Q2	$399K	Sell	5,389 -65	-1%	-$4.91K	0.02%	32
2024 Q1	$428K	Sell	5,454 -1,400	-20%	-$97.3K	0.03%	32
2023 Q4	$429K	Sell	6,854 -170	-2%	-$9.6K	0.03%	31
2023 Q3	$365K	Hold	7,024	–	–	0.03%	22
2023 Q2	$374K	Sell	7,024 -1,755	-20%	-$90.3K	0.03%	24
2023 Q1	$434K	Buy	+8,779	New	+$423K	0.04%	24

Other funds holding CBZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

CBIZ Investment Advisory Services's CBZ Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its CBIZ (CBZ) position steady in Q1 2026 at 4,710 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #52.

CBIZ Investment Advisory Services first reported a position in CBZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $434K in Q1 2023. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

CBIZ Investment Advisory Services held 4,710 shares of CBIZ worth $126K as of Q1 2026.
CBIZ Investment Advisory Services left its CBIZ share count unchanged in Q1 2026.
CBIZ made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #52 holding.
CBIZ Investment Advisory Services first reported a position in CBIZ in Q1 2023 and has held it in 13 quarters since.
CBIZ Investment Advisory Services's CBIZ position peaked at $434K in Q1 2023.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.