Creative Planning’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.26M | Buy |
195,084
+116,861
| +149% | +$3.63M | ﹤0.01% | 1227 |
|
|
2026
Q1 | $2.1M | Buy |
78,223
+50,551
| +183% | +$1.78M | ﹤0.01% | 1851 |
|
|
2025
Q4 | $1.4M | Buy |
27,672
+8,871
| +47% | +$466K | ﹤0.01% | 2015 |
|
|
2025
Q3 | $996K | Sell |
18,801
-3,854
| -17% | -$249K | ﹤0.01% | 2116 |
|
|
2025
Q2 | $1.62M | Sell |
22,655
-1,626
| -7% | -$118K | ﹤0.01% | 1480 |
|
|
2025
Q1 | $1.84M | Sell |
24,281
-224
| -0.9% | -$18K | ﹤0.01% | 1224 |
|
|
2024
Q4 | $2.01M | Buy |
24,505
+6,943
| +40% | +$519K | ﹤0.01% | 1134 |
|
|
2024
Q3 | $1.18M | Buy |
17,562
+1,630
| +10% | +$118K | ﹤0.01% | 1399 |
|
|
2024
Q2 | $1.18M | Buy |
15,932
+1,012
| +7% | +$76.5K | ﹤0.01% | 1288 |
|
|
2024
Q1 | $1.17M | Buy |
14,920
+3,881
| +35% | +$270K | ﹤0.01% | 1231 |
|
|
2023
Q4 | $691K | Buy |
11,039
+454
| +4% | +$25.6K | ﹤0.01% | 1479 |
|
|
2023
Q3 | $549K | Buy |
10,585
+806
| +8% | +$43.4K | ﹤0.01% | 1504 |
|
|
2023
Q2 | $521K | Buy |
9,779
+726
| +8% | +$37.3K | ﹤0.01% | 1524 |
|
|
2023
Q1 | $448K | Buy |
9,053
+3,096
| +52% | +$149K | ﹤0.01% | 1533 |
|
|
2022
Q4 | $279K | Buy |
+5,957
| New | +$283K | ﹤0.01% | 1768 |
|
|
2017
Q3 | – | Sell |
-3,250
| Closed | -$49K | – | 2162 |
|
|
2017
Q2 | $49K | Hold |
3,250
| – | – | ﹤0.01% | 2522 |
|
|
2017
Q1 | $44K | Sell |
3,250
-1,500
| -32% | -$20.1K | ﹤0.01% | 2567 |
|
|
2016
Q4 | $65K | Buy |
4,750
+1,500
| +46% | +$18.2K | ﹤0.01% | 2181 |
|
|
2016
Q3 | $36K | Buy |
3,250
+2,410
| +287% | +$26.8K | ﹤0.01% | 2615 |
|
|
2016
Q2 | $9K | Hold |
840
| – | – | ﹤0.01% | 3302 |
|
|
2016
Q1 | $8K | Hold |
840
| – | – | ﹤0.01% | 3323 |
|
|
2015
Q4 | $8K | Hold |
840
| – | – | ﹤0.01% | 3403 |
|
|
2015
Q3 | $8K | Buy |
+840
| New | +$8.19K | ﹤0.01% | 3325 |
|
|
2015
Q2 | – | Sell |
-3,172
| Closed | -$30K | – | 1383 |
|
|
2015
Q1 | $30K | Buy |
3,172
+800
| +34% | +$7K | ﹤0.01% | 2397 |
|
|
2014
Q4 | $20K | Sell |
2,372
-1,000
| -30% | -$8.63K | ﹤0.01% | 2645 |
|
|
2014
Q3 | $27K | Buy |
3,372
+1,232
| +58% | +$10.5K | ﹤0.01% | 2315 |
|
|
2014
Q2 | $19K | Hold |
2,140
| – | – | ﹤0.01% | 2511 |
|
|
2014
Q1 | $20K | Buy |
2,140
+800
| +60% | +$7.18K | ﹤0.01% | 2361 |
|
|
2013
Q4 | $12K | Buy |
1,340
+700
| +109% | +$5.9K | ﹤0.01% | 2459 |
|
|
2013
Q3 | $5K | Sell |
640
-100
| -14% | -$718 | ﹤0.01% | 2714 |
|
|
2013
Q2 | $5K | Buy |
+740
| New | +$4.8K | ﹤0.01% | 2531 |
|
Other funds holding CBZ
2C
PCP
Creative Planning's CBZ Position: Q2 2026 in Review
Creative Planning increased its CBIZ (CBZ) stake by 149% in Q2 2026, buying an estimated $3.63M and bringing the position to 195,084 shares worth $6.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1227.
Creative Planning first reported a position in CBZ in Q2 2013 and has held it in 31 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.
- Creative Planning held 195,084 shares of CBIZ worth $6.26M as of Q2 2026.
- Creative Planning bought 116,861 CBIZ shares in Q2 2026, an estimated $3.63M.
- CBIZ made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1227 holding.
- Creative Planning first reported a position in CBIZ in Q2 2013 and has held it in 31 quarters since.
- 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.