Cornerstone Planning Group’s CBIZ CBZ Stock Holding History

Cornerstone Planning Group’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	$1.61K	Buy	40 +28	+233%	+$871	﹤0.01%	1377
2026 Q1	$376	Buy	+12	New	+$423	﹤0.01%	1710

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Cornerstone Planning Group's CBZ Position: Q2 2026 in Review

Cornerstone Planning Group increased its CBIZ (CBZ) stake by 233% in Q2 2026, buying an estimated $871 and bringing the position to 40 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Cornerstone Planning Group first reported a position in CBZ in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Cornerstone Planning Group held 40 shares of CBIZ worth $1.61K as of Q2 2026.
Cornerstone Planning Group bought 28 CBIZ shares in Q2 2026, an estimated $871.
CBIZ made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1377 holding.
Cornerstone Planning Group first reported a position in CBIZ in Q1 2026 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.