Corient Private Wealth
CBZ icon

Corient Private Wealth’s CBIZ CBZ Stock Holding History

Corient Private Wealth’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
Q2 		$5.38M Buy
167,780
+11,515
+7% +$358K 0.01% 871
2026
Q1 		$4.2M Buy
156,265
+149,897
+2,354% +$5.29M 0.01% 918
2025
Q4 		$321K Buy
6,368
+410
+7% +$21.6K ﹤0.01% 2130
2025
Q3 		$316K Sell
5,958
-3,789
-39% -$244K ﹤0.01% 2086
2025
Q2 		$699K Buy
9,747
+408
+4% +$29.5K ﹤0.01% 1526
2025
Q1 		$708K Sell
9,339
-171
-2% -$13.8K ﹤0.01% 1434
2024
Q4 		$778K Buy
9,510
+128
+1% +$9.57K ﹤0.01% 1424
2024
Q3 		$631K Buy
9,382
+21
+0.2% +$1.53K ﹤0.01% 1617
2024
Q2 		$694K Sell
9,361
-932
-9% -$70.4K ﹤0.01% 1480
2024
Q1 		$808K Sell
10,293
-257
-2% -$17.9K ﹤0.01% 1390
2023
Q4 		$660K Buy
10,550
+1,962
+23% +$111K ﹤0.01% 1462
2023
Q3 		$446K Sell
8,588
-4,181
-33% -$225K ﹤0.01% 1556
2023
Q2 		$680K Sell
12,769
-33
-0.3% -$1.7K ﹤0.01% 1304
2023
Q1 		$634K Buy
+12,802
New +$617K ﹤0.01% 1282

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

Corient Private Wealth's CBZ Position: Q2 2026 in Review

Corient Private Wealth increased its CBIZ (CBZ) stake by 7.4% in Q2 2026, buying an estimated $358K and bringing the position to 167,780 shares worth $5.38M. The position accounts for 0.01% of the portfolio, ranked #871.

Corient Private Wealth first reported a position in CBZ in Q1 2023 and has held it in 14 quarters since. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Corient Private Wealth held 167,780 shares of CBIZ worth $5.38M as of Q2 2026.
  • Corient Private Wealth bought 11,515 CBIZ shares in Q2 2026, an estimated $358K.
  • CBIZ made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #871 holding.
  • Corient Private Wealth first reported a position in CBIZ in Q1 2023 and has held it in 14 quarters since.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.