CWM
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CIBC World Markets’s CBIZ CBZ Stock Holding History

CIBC World Markets’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
Q2 		$463K Sell
6,460
-4,174
-39% -$302K ﹤0.01% 908
2025
Q1 		$807K Buy
10,634
+6,150
+137% +$495K 0.01% 775
2024
Q4 		$367K Buy
+4,484
New +$335K ﹤0.01% 846

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return

CIBC World Markets's CBZ Position: Q2 2025 in Review

CIBC World Markets reduced its CBIZ (CBZ) stake by 39% in Q2 2025, selling an estimated $302K and leaving 6,460 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

CIBC World Markets first reported a position in CBZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $807K in Q1 2025. 275 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

  • CIBC World Markets held 6,460 shares of CBIZ worth $463K as of Q2 2025.
  • CIBC World Markets sold 4,174 CBIZ shares in Q2 2025, an estimated $302K.
  • CBIZ made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #908 holding.
  • CIBC World Markets first reported a position in CBIZ in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's CBIZ position peaked at $807K in Q1 2025.
  • 275 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.