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CBIZ Investment Advisory Services’s FirstCash FCFS Stock Holding History

CBIZ Investment Advisory Services’s Portfolio FCFS Stock Details FCFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$135 – 710
2025
Q2 		$135 Buy
+1
New +$128 ﹤0.01% 707

Other funds holding FCFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

CBIZ Investment Advisory Services's FCFS Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of FirstCash (FCFS) in Q3 2025, closing a stake of 1 share — an estimated $135 sold.

CBIZ Investment Advisory Services first reported a position in FCFS in Q2 2025 and held it in 1 quarter. The position peaked at $135 in Q2 2025. 391 funds tracked by Wall St. Rank hold FCFS as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining FirstCash position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 1 FirstCash share in Q3 2025, an estimated $135.
  • CBIZ Investment Advisory Services first reported a position in FirstCash in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's FirstCash position peaked at $135 in Q2 2025.
  • 391 funds tracked by Wall St. Rank held FirstCash as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.