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
2025
Q1 		– Sell
-500
Closed -$40.9K – 14551
2024
Q4 		$40.9K Buy
500
+200
+67% +$15K ﹤0.01% 12601
2024
Q3 		$20.2K Buy
300
+200
+200% +$14.5K ﹤0.01% 12763
2024
Q2 		$7.41K Sell
100
-1,800
-95% -$136K ﹤0.01% 13254
2024
Q1 		$149K Sell
1,900
-1,500
-44% -$104K ﹤0.01% 10769
2023
Q4 		$213K Sell
3,400
-2,000
-37% -$113K ﹤0.01% 9838
2023
Q3 		$280K Buy
5,400
+1,200
+29% +$64.7K ﹤0.01% 9299
2023
Q2 		$224K Buy
4,200
+2,600
+163% +$134K ﹤0.01% 9639
2023
Q1 		$79.2K Buy
1,600
+700
+78% +$33.7K ﹤0.01% 11570
2022
Q4 		$42.2K Buy
+900
New +$42.8K ﹤0.01% 12347

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.