Citadel Advisors
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Citadel Advisors’s CBIZ CBZ Stock Holding History

Citadel Advisors’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 		$2.34M Buy
72,900
+58,400
+403% +$1.82M ﹤0.01% 6212
2026
Q1 		$389K Buy
14,500
+10,100
+230% +$356K ﹤0.01% 9875
2025
Q4 		$222K Buy
+4,400
New +$231K ﹤0.01% 10812
2025
Q2 		– Sell
-4,100
Closed -$311K – 12719
2025
Q1 		$311K Buy
4,100
+800
+24% +$64.3K ﹤0.01% 9498
2024
Q4 		$270K Sell
3,300
-500
-13% -$37.4K ﹤0.01% 9868
2024
Q3 		$256K Sell
3,800
-2,200
-37% -$160K ﹤0.01% 9628
2024
Q2 		$445K Sell
6,000
-7,600
-56% -$574K ﹤0.01% 8293
2024
Q1 		$1.07M Sell
13,600
-6,100
-31% -$424K ﹤0.01% 6781
2023
Q4 		$1.23M Buy
19,700
+8,000
+68% +$452K ﹤0.01% 6276
2023
Q3 		$607K Sell
11,700
-1,600
-12% -$86.2K ﹤0.01% 7634
2023
Q2 		$709K Buy
13,300
+2,800
+27% +$144K ﹤0.01% 7172
2023
Q1 		$520K Buy
10,500
+5,500
+110% +$265K ﹤0.01% 8221
2022
Q4 		$234K Buy
+5,000
New +$238K ﹤0.01% 9817
2022
Q3 		– Sell
-5,200
Closed -$208K – 12680
2022
Q2 		$208K Buy
+5,200
New +$210K ﹤0.01% 10618

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

Citadel Advisors's CBZ Position: Q2 2026 in Review

Citadel Advisors reduced its CBIZ (CBZ) stake by 67% in Q2 2026, selling an estimated $2.16M and leaving 34,235 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #7975.

Citadel Advisors first reported a position in CBZ in Q4 2013 and has held it in 40 quarters since. The position peaked at $33M in Q3 2025. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Citadel Advisors held 34,235 shares of CBIZ worth $1.1M as of Q2 2026.
  • Citadel Advisors sold 69,410 CBIZ shares in Q2 2026, an estimated $2.16M.
  • CBIZ made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #7975 holding.
  • Citadel Advisors first reported a position in CBIZ in Q4 2013 and has held it in 40 quarters since.
  • Citadel Advisors's CBIZ position peaked at $33M in Q3 2025.
  • 261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.