Cross Staff Investments’s CBIZ CBZ Stock Holding History

Cross Staff Investments’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
2025 Q3	–	Sell	-3,000	Closed	-$215K	–	127
2025 Q2	$215K	Hold	3,000	–	–	0.16%	119
2025 Q1	$228K	Hold	3,000	–	–	0.17%	114
2024 Q4	$245K	Hold	3,000	–	–	0.17%	107
2024 Q3	$202K	Hold	3,000	–	–	0.16%	124
2024 Q2	$222K	Hold	3,000	–	–	0.19%	110
2024 Q1	$236K	Buy	+3,000	New	+$209K	0.2%	107

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cross Staff Investments's CBZ Position: Q3 2025 in Review

Cross Staff Investments sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 3,000 shares — an estimated $215K sold.

Cross Staff Investments first reported a position in CBZ in Q1 2024 and held it in 6 quarters. The position peaked at $245K in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

Cross Staff Investments reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
Cross Staff Investments sold 3,000 CBIZ shares in Q3 2025, an estimated $215K.
Cross Staff Investments first reported a position in CBIZ in Q1 2024 and held it in 6 quarters.
Cross Staff Investments's CBIZ position peaked at $245K in Q4 2024.
262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Cross Staff Investments's 13F filing for Q3 2025, filed 24 Oct 2025.