CoreCap Advisors’s CBIZ CBZ Stock Holding History

CoreCap 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 Q3	$1.91K	Hold	35	–	–	﹤0.01%	2511
2026 Q2	$1.12K	Buy	+35	New	+$1.09K	﹤0.01%	2668

Other funds holding CBZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

OIA

Oakmont Investment Advisors Pittsburgh, Pennsylvania $148M AUM 63.88% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

CoreCap Advisors's CBZ Position: Q3 2026 in Review

CoreCap Advisors held its CBIZ (CBZ) position steady in Q3 2026 at 35 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

CoreCap Advisors first reported a position in CBZ in Q2 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

CoreCap Advisors held 35 shares of CBIZ worth $1.91K as of Q3 2026.
CoreCap Advisors left its CBIZ share count unchanged in Q3 2026.
CBIZ made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2511 holding.
CoreCap Advisors first reported a position in CBIZ in Q2 2026 and has held it in 2 quarters since.
35 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.