CWP
CBZ icon

Clark Wealth Partners’s CBIZ CBZ Stock Holding History

Clark Wealth Partners’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
Q3 		– Sell
-590
Closed -$42.3K – 579
2025
Q2 		$42.3K Hold
590
– – 0.03% 95
2025
Q1 		$44.8K Hold
590
– – 0.03% 94
2024
Q4 		$48.3K Buy
+590
New +$44.1K 0.04% 72

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clark Wealth Partners's CBZ Position: Q3 2025 in Review

Clark Wealth Partners sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 590 shares — an estimated $42.3K sold.

Clark Wealth Partners first reported a position in CBZ in Q4 2024 and held it in 3 quarters. The position peaked at $48.3K in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Clark Wealth Partners reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Clark Wealth Partners sold 590 CBIZ shares in Q3 2025, an estimated $42.3K.
  • Clark Wealth Partners first reported a position in CBIZ in Q4 2024 and held it in 3 quarters.
  • Clark Wealth Partners's CBIZ position peaked at $48.3K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Clark Wealth Partners's 13F filing for Q3 2025, filed 4 Feb 2026.