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Chatham Capital Group’s CBIZ CBZ Stock Holding History

Chatham Capital Group’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 		$1.92M Buy
59,773
+9,816
+20% +$305K 0.24% 102
2026
Q1 		$1.34M Sell
49,957
-920
-2% -$32.5K 0.19% 112
2025
Q4 		$2.57M Buy
50,877
+250
+0.5% +$13.1K 0.37% 80
2025
Q3 		$2.68M Sell
50,627
-2,420
-5% -$156K 0.39% 76
2025
Q2 		$3.8M Sell
53,047
-245
-0.5% -$17.7K 0.58% 54
2025
Q1 		$4.04M Buy
53,292
+2,305
+5% +$185K 0.67% 46
2024
Q4 		$4.17M Sell
50,987
-545
-1% -$40.7K 0.69% 41
2024
Q3 		$3.47M Buy
51,532
+95
+0.2% +$6.9K 0.57% 56
2024
Q2 		$3.81M Sell
51,437
-20
-0% -$1.51K 0.67% 47
2024
Q1 		$4.04M Buy
51,457
+5,690
+12% +$396K 0.74% 44
2023
Q4 		$2.86M Sell
45,767
-2,585
-5% -$146K 0.58% 52
2023
Q3 		$2.51M Sell
48,352
-245
-0.5% -$13.2K 0.56% 54
2023
Q2 		$2.59M Buy
48,597
+50
+0.1% +$2.57K 0.54% 60
2023
Q1 		$2.4M Buy
48,547
+922
+2% +$44.4K 0.54% 62
2022
Q4 		$2.23M Sell
47,625
-100
-0.2% -$4.75K 0.52% 65
2022
Q3 		$2.04M Buy
47,725
+1,700
+4% +$74.4K 0.5% 62
2022
Q2 		$1.84M Buy
46,025
+95
+0.2% +$3.84K 0.42% 72
2022
Q1 		$1.93M Buy
+45,930
New +$1.8M 0.37% 77

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

Chatham Capital Group's CBZ Position: Q2 2026 in Review

Chatham Capital Group increased its CBIZ (CBZ) stake by 20% in Q2 2026, buying an estimated $305K and bringing the position to 59,773 shares worth $1.92M. The position accounts for 0.24% of the portfolio, ranked #102.

Chatham Capital Group first reported a position in CBZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.17M in Q4 2024. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Chatham Capital Group held 59,773 shares of CBIZ worth $1.92M as of Q2 2026.
  • Chatham Capital Group bought 9,816 CBIZ shares in Q2 2026, an estimated $305K.
  • CBIZ made up 0.24% of Chatham Capital Group's portfolio in Q2 2026, its #102 holding.
  • Chatham Capital Group first reported a position in CBIZ in Q1 2022 and has held it in 18 quarters since.
  • Chatham Capital Group's CBIZ position peaked at $4.17M in Q4 2024.
  • 261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.