Citadel Advisors
CBZ icon

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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return