CIBC Private Wealth Group
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CIBC Private Wealth Group’s CBIZ CBZ Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$6.21K Buy
123
+30
+32% +$1.58K ﹤0.01% 2574
2025
Q3 		$4.92K Hold
93
– – ﹤0.01% 2565
2025
Q2 		$6.67K Hold
93
– – ﹤0.01% 2387
2025
Q1 		$6.51K Buy
93
+29
+45% +$2.33K ﹤0.01% 2381
2024
Q4 		$5.3K Hold
64
– – ﹤0.01% 2454
2024
Q3 		$4.31K Hold
64
– – ﹤0.01% 2628
2024
Q2 		$4.74K Hold
64
– – ﹤0.01% 2527
2024
Q1 		$4.98K Buy
+64
New +$4.45K ﹤0.01% 2505

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC Private Wealth Group's CBZ Position: Q4 2025 in Review

CIBC Private Wealth Group increased its CBIZ (CBZ) stake by 32% in Q4 2025, buying an estimated $1.58K and bringing the position to 123 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

CIBC Private Wealth Group first reported a position in CBZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.67K in Q2 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • CIBC Private Wealth Group held 123 shares of CBIZ worth $6.21K as of Q4 2025.
  • CIBC Private Wealth Group bought 30 CBIZ shares in Q4 2025, an estimated $1.58K.
  • CBIZ made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2574 holding.
  • CIBC Private Wealth Group first reported a position in CBIZ in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's CBIZ position peaked at $6.67K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.