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Central Trust Company’s CBIZ CBZ Stock Holding History

Central Trust Company’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 		$3.46K Sell
108
-66
-38% -$2.05K ﹤0.01% 1358
2026
Q1 		$4.67K Hold
174
– – ﹤0.01% 1265
2025
Q4 		$8.78K Hold
174
– – ﹤0.01% 1140
2025
Q3 		$9.22K Sell
174
-98
-36% -$6.32K ﹤0.01% 1113
2025
Q2 		$19.5K Buy
272
+75
+38% +$5.43K ﹤0.01% 987
2025
Q1 		$14.9K Hold
197
– – ﹤0.01% 1031
2024
Q4 		$16.1K Buy
+197
New +$14.7K ﹤0.01% 1003

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

Central Trust Company's CBZ Position: Q2 2026 in Review

Central Trust Company reduced its CBIZ (CBZ) stake by 38% in Q2 2026, selling an estimated $2.05K and leaving 108 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Central Trust Company first reported a position in CBZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.5K in Q2 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Central Trust Company held 108 shares of CBIZ worth $3.46K as of Q2 2026.
  • Central Trust Company sold 66 CBIZ shares in Q2 2026, an estimated $2.05K.
  • CBIZ made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #1358 holding.
  • Central Trust Company first reported a position in CBIZ in Q4 2024 and has held it in 7 quarters since.
  • Central Trust Company's CBIZ position peaked at $19.5K in Q2 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.