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CBIZ Investment Advisory Services’s Factset FDS Stock Holding History

CBIZ Investment Advisory Services’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74K Hold
8
– – ﹤0.01% 356
2026
Q1 		$1.74K Sell
8
-8
-50% -$1.87K ﹤0.01% 356
2025
Q4 		$4.64K Buy
16
+8
+100% +$2.25K ﹤0.01% 516
2025
Q3 		$2.29K Buy
8
+7
+700% +$2.67K ﹤0.01% 555
2025
Q2 		$447 Buy
+1
New +$438 ﹤0.01% 659

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBIZ Investment Advisory Services's FDS Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Factset (FDS) position steady in Q2 2026 at 8 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

CBIZ Investment Advisory Services first reported a position in FDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.64K in Q4 2025. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • CBIZ Investment Advisory Services held 8 shares of Factset worth $1.74K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #356 holding.
  • CBIZ Investment Advisory Services first reported a position in Factset in Q2 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Factset position peaked at $4.64K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.