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Coldstream Capital Management’s CBIZ CBZ Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-1,337
Closed -$101K – 1489
2025
Q1 		$101K Buy
+1,337
New +$108K ﹤0.01% 1343

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Coldstream Capital Management's CBZ Position: Q2 2025 in Review

Coldstream Capital Management sold out of CBIZ (CBZ) in Q2 2025, closing a stake of 1,337 shares — an estimated $101K sold.

Coldstream Capital Management first reported a position in CBZ in Q1 2025 and held it in 1 quarter. The position peaked at $101K in Q1 2025. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

  • Coldstream Capital Management reported no remaining CBIZ position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,337 CBIZ shares in Q2 2025, an estimated $101K.
  • Coldstream Capital Management first reported a position in CBIZ in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's CBIZ position peaked at $101K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.