Cerity Partners
CBZ icon

Cerity Partners’s CBIZ CBZ Stock Holding History

Cerity Partners’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 		$1.08M Buy
33,623
+21,545
+178% +$670K ﹤0.01% 1956
2026
Q1 		$324K Buy
12,078
+4,960
+70% +$175K ﹤0.01% 2559
2025
Q4 		$359K Sell
7,118
-22,490
-76% -$1.18M ﹤0.01% 2299
2025
Q3 		$1.57M Buy
29,608
+18,585
+169% +$1.2M ﹤0.01% 1399
2025
Q2 		$790K Sell
11,023
-1,053
-9% -$76.2K ﹤0.01% 1627
2025
Q1 		$916K Sell
12,076
-1,401
-10% -$113K ﹤0.01% 1466
2024
Q4 		$907K Sell
13,477
-159
-1% -$11.9K ﹤0.01% 1468
2024
Q3 		$918K Buy
13,636
+2,861
+27% +$208K ﹤0.01% 1445
2024
Q2 		$798K Sell
10,775
-6,350
-37% -$480K ﹤0.01% 1326
2024
Q1 		$1.34M Buy
+17,125
New +$1.19M ﹤0.01% 1141

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

Cerity Partners's CBZ Position: Q2 2026 in Review

Cerity Partners increased its CBIZ (CBZ) stake by 178% in Q2 2026, buying an estimated $670K and bringing the position to 33,623 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Cerity Partners first reported a position in CBZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.57M in Q3 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Cerity Partners held 33,623 shares of CBIZ worth $1.08M as of Q2 2026.
  • Cerity Partners bought 21,545 CBIZ shares in Q2 2026, an estimated $670K.
  • CBIZ made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1956 holding.
  • Cerity Partners first reported a position in CBIZ in Q1 2024 and has held it in 10 quarters since.
  • Cerity Partners's CBIZ position peaked at $1.57M in Q3 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.