C
CBZ icon

Covestor’s CBIZ CBZ Stock Holding History

Covestor’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 		$63K Buy
1,959
+1,815
+1,260% +$56.4K 0.04% 656
2026
Q1 		$4K Buy
144
+142
+7,100% +$5.01K ﹤0.01% 1855
2025
Q4 		$0 Hold
2
– – ﹤0.01% 2294
2025
Q3 		$0 Hold
2
– – ﹤0.01% 2315
2025
Q2 		$0 Hold
2
– – ﹤0.01% 2239
2025
Q1 		$0 Hold
2
– – ﹤0.01% 2252
2024
Q4 		$0 Sell
2
-373
-99% -$27.9K ﹤0.01% 2264
2024
Q3 		$25K Sell
375
-244
-39% -$17.7K 0.02% 1134
2024
Q2 		$46K Sell
619
-88
-12% -$6.65K 0.03% 895
2024
Q1 		$56K Buy
707
+221
+45% +$15.4K 0.04% 838
2023
Q4 		$30K Sell
486
-664
-58% -$37.5K 0.02% 1048
2023
Q3 		$60K Sell
1,150
-4
-0.3% -$216 0.05% 681
2023
Q2 		$62K Buy
1,154
+666
+136% +$34.3K 0.05% 683
2023
Q1 		$24K Buy
488
+174
+55% +$8.38K 0.02% 936
2022
Q4 		$15K Buy
314
+308
+5,133% +$14.6K 0.01% 1125
2022
Q3 		$0 Sell
6
-1
-14% -$44 ﹤0.01% 2029
2022
Q2 		$0 Sell
7
-5
-42% -$202 ﹤0.01% 1939
2022
Q1 		$1K Sell
12
-3
-20% -$117 ﹤0.01% 1748
2021
Q4 		$1K Buy
+15
New +$559 ﹤0.01% 1667

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

Covestor's CBZ Position: Q2 2026 in Review

Covestor increased its CBIZ (CBZ) stake by 1,260% in Q2 2026, buying an estimated $56.4K and bringing the position to 1,959 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #656.

Covestor first reported a position in CBZ in Q4 2021 and has held it in 19 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Covestor held 1,959 shares of CBIZ worth $63K as of Q2 2026.
  • Covestor bought 1,815 CBIZ shares in Q2 2026, an estimated $56.4K.
  • CBIZ made up 0.04% of Covestor's portfolio in Q2 2026, its #656 holding.
  • Covestor first reported a position in CBIZ in Q4 2021 and has held it in 19 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.