Cetera Investment Advisers
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Cetera Investment Advisers’s CBIZ CBZ Stock Holding History

Cetera Investment Advisers’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 		$223K Buy
+6,961
New +$216K ﹤0.01% 4404
2026
Q1 		– Sell
-5,825
Closed -$294K – 4828
2025
Q4 		$294K Sell
5,825
-188
-3% -$9.88K ﹤0.01% 3918
2025
Q3 		$318K Buy
+6,013
New +$388K ﹤0.01% 3775
2025
Q1 		– Sell
-2,850
Closed -$233K – 3995
2024
Q4 		$233K Buy
+2,850
New +$213K ﹤0.01% 3314

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

Cetera Investment Advisers's CBZ Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in CBIZ (CBZ) in Q2 2026: 6,961 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #4404 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in CBZ as recently as Q4 2025.

Cetera Investment Advisers first reported a position in CBZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $318K in Q3 2025. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Cetera Investment Advisers held 6,961 shares of CBIZ worth $223K as of Q2 2026.
  • CBIZ was a new Cetera Investment Advisers position in Q2 2026.
  • CBIZ made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4404 holding.
  • Cetera Investment Advisers first reported a position in CBIZ in Q4 2024 and has held it in 4 quarters since.
  • Cetera Investment Advisers's CBIZ position peaked at $318K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.