Chatham Capital Group
CBZ icon

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
Q3 		– Sell
-59,773
Closed -$1.92M – 204
2026
Q2 		$1.92M Buy
59,773
+9,816
+20% +$305K 0.24% 102
2026
Q1 		$1.34M Sell
49,957
-920
-2% -$32.4K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Chatham Capital Group's CBZ Position: Q3 2026 in Review

Chatham Capital Group sold out of CBIZ (CBZ) in Q3 2026, closing a stake of 59,773 shares — an estimated $1.92M sold.

Chatham Capital Group first reported a position in CBZ in Q1 2022 and held it in 18 quarters. The position peaked at $4.17M in Q4 2024. 217 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

  • Chatham Capital Group reported no remaining CBIZ position as of Q3 2026 after selling out during the quarter.
  • Chatham Capital Group sold 59,773 CBIZ shares in Q3 2026, an estimated $1.92M.
  • Chatham Capital Group first reported a position in CBIZ in Q1 2022 and held it in 18 quarters.
  • Chatham Capital Group's CBIZ position peaked at $4.17M in Q4 2024.
  • 217 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on Chatham Capital Group's 13F filing for Q3 2026, filed 16 Oct 2026.