Citigroup
CBZ icon

Citigroup’s CBIZ CBZ Stock Holding History

Citigroup’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 		$145K Sell
5,397
-14,471
-73% -$510K ﹤0.01% 4134
2025
Q4 		$1M Buy
19,868
+430
+2% +$22.6K ﹤0.01% 3142
2025
Q3 		$1.03M Sell
19,438
-24,626
-56% -$1.59M ﹤0.01% 3144
2025
Q2 		$3.16M Buy
44,064
+5,719
+15% +$414K ﹤0.01% 2287
2025
Q1 		$2.91M Sell
38,345
-26,889
-41% -$2.16M ﹤0.01% 2375
2024
Q4 		$5.34M Buy
65,234
+12,030
+23% +$899K ﹤0.01% 1890
2024
Q3 		$3.58M Buy
53,204
+35,768
+205% +$2.6M ﹤0.01% 2129
2024
Q2 		$1.29M Sell
17,436
-119,048
-87% -$9M ﹤0.01% 2715
2024
Q1 		$10.7M Buy
136,484
+122,338
+865% +$8.51M 0.01% 1213
2023
Q4 		$885K Buy
14,146
+8,142
+136% +$460K ﹤0.01% 2930
2023
Q3 		$312K Sell
6,004
-23,697
-80% -$1.28M ﹤0.01% 3391
2023
Q2 		$1.58M Buy
29,701
+21,668
+270% +$1.11M ﹤0.01% 2433
2023
Q1 		$398K Buy
8,033
+1,237
+18% +$59.6K ﹤0.01% 3282
2022
Q4 		$318K Sell
6,796
-42
-0.6% -$2K ﹤0.01% 3475
2022
Q3 		$292K Sell
6,838
-2,892
-30% -$126K ﹤0.01% 3565
2022
Q2 		$389K Buy
9,730
+536
+6% +$21.7K ﹤0.01% 3410
2022
Q1 		$386K Sell
9,194
-12,423
-57% -$487K ﹤0.01% 3676
2021
Q4 		$846K Buy
21,617
+12,405
+135% +$462K ﹤0.01% 3412
2021
Q3 		$297K Buy
9,212
+1,049
+13% +$34.1K ﹤0.01% 3922
2021
Q2 		$267K Buy
8,163
+100
+1% +$3.34K ﹤0.01% 4093
2021
Q1 		$263K Sell
8,063
-6,063
-43% -$179K ﹤0.01% 3858
2020
Q4 		$376K Buy
14,126
+7,160
+103% +$176K ﹤0.01% 4457
2020
Q3 		$159K Sell
6,966
-34,022
-83% -$808K ﹤0.01% 4776
2020
Q2 		$982K Buy
40,988
+21,492
+110% +$488K ﹤0.01% 3591
2020
Q1 		$408K Buy
19,496
+4,490
+30% +$114K ﹤0.01% 4056
2019
Q4 		$405K Sell
15,006
-3,306
-18% -$86K ﹤0.01% 4610
2019
Q3 		$431K Sell
18,312
-714
-4% -$16.1K ﹤0.01% 4481
2019
Q2 		$373K Buy
19,026
+1,999
+12% +$40.1K ﹤0.01% 4711
2019
Q1 		$345K Buy
17,027
+3
+0% +$61 ﹤0.01% 4562
2018
Q4 		$336K Sell
17,024
-10,789
-39% -$231K ﹤0.01% 4527
2018
Q3 		$660K Buy
27,813
+6,992
+34% +$162K ﹤0.01% 3947
2018
Q2 		$479K Sell
20,821
-10,315
-33% -$209K ﹤0.01% 4171
2018
Q1 		$568K Sell
31,136
-8,338
-21% -$145K ﹤0.01% 3854
2017
Q4 		$610K Buy
39,474
+16,437
+71% +$259K ﹤0.01% 3893
2017
Q3 		$374K Buy
23,037
+21,150
+1,121% +$319K ﹤0.01% 4390
2017
Q2 		$28K Sell
1,887
-7,537
-80% -$113K ﹤0.01% 6116
2017
Q1 		$128K Sell
9,424
-49,510
-84% -$665K ﹤0.01% 5022
2016
Q4 		$807K Buy
58,934
+27,123
+85% +$329K ﹤0.01% 3909
2016
Q3 		$356K Buy
31,811
+5,572
+21% +$61.9K ﹤0.01% 4206
2016
Q2 		$273K Sell
26,239
-17,905
-41% -$184K ﹤0.01% 4213
2016
Q1 		$445K Buy
44,144
+16,302
+59% +$165K ﹤0.01% 4253
2015
Q4 		$275K Buy
27,842
+24,606
+760% +$261K ﹤0.01% 4449
2015
Q3 		$31K Sell
3,236
-5,875
-64% -$57.3K ﹤0.01% 5722
2015
Q2 		$88K Sell
9,111
-10,903
-54% -$102K ﹤0.01% 5099
2015
Q1 		$186K Sell
20,014
-14,386
-42% -$126K ﹤0.01% 4590
2014
Q4 		$294K Buy
34,400
+16,643
+94% +$144K ﹤0.01% 4373
2014
Q3 		$140K Buy
17,757
+6,798
+62% +$58K ﹤0.01% 4474
2014
Q2 		$99K Sell
10,959
-15,410
-58% -$134K ﹤0.01% 4677
2014
Q1 		$241K Sell
26,369
-6,282
-19% -$56.4K ﹤0.01% 4159
2013
Q4 		$297K Buy
32,651
+16,781
+106% +$141K ﹤0.01% 4287
2013
Q3 		$118K Sell
15,870
-8,838
-36% -$63.4K ﹤0.01% 4595
2013
Q2 		$166K Buy
+24,708
New +$160K ﹤0.01% 4422

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

Citigroup's CBZ Position: Q1 2026 in Review

Citigroup reduced its CBIZ (CBZ) stake by 73% in Q1 2026, selling an estimated $510K and leaving 5,397 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #4134.

Citigroup first reported a position in CBZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.7M in Q1 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Citigroup held 5,397 shares of CBIZ worth $145K as of Q1 2026.
  • Citigroup sold 14,471 CBIZ shares in Q1 2026, an estimated $510K.
  • CBIZ made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #4134 holding.
  • Citigroup first reported a position in CBIZ in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's CBIZ position peaked at $10.7M in Q1 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.