Cetera Investment Advisers
CBZ icon

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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cetera Investment Advisers's CBZ Position: Q1 2026 in Review

Cetera Investment Advisers sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 5,825 shares — an estimated $294K sold.

Cetera Investment Advisers first reported a position in CBZ in Q4 2024 and held it in 3 quarters. The position peaked at $318K in Q3 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Cetera Investment Advisers reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 5,825 CBIZ shares in Q1 2026, an estimated $294K.
  • Cetera Investment Advisers first reported a position in CBIZ in Q4 2024 and held it in 3 quarters.
  • Cetera Investment Advisers's CBIZ position peaked at $318K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.