Cynosure Group’s CBIZ CBZ Stock Holding History

Cynosure 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 Q1	–	Sell	-19,015	Closed	-$959K	–	251
2025 Q4	$959K	Buy	19,015 +9,286	+95%	+$488K	0.1%	68
2025 Q3	$515K	Hold	9,729	–	–	0.06%	172
2025 Q2	$698K	Hold	9,729	–	–	0.08%	131
2025 Q1	$738K	Buy	9,729 +2,243	+30%	+$180K	0.1%	96
2024 Q4	$613K	Sell	7,486 -8,547	-53%	-$639K	0.09%	106
2024 Q3	$1.08M	Buy	16,033 +11,080	+224%	+$805K	0.16%	66
2024 Q2	$367K	Buy	4,953 +918	+23%	+$69.4K	0.06%	300
2024 Q1	$317K	Buy	+4,035	New	+$281K	0.06%	258

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

22C Capital Boca Raton, Florida $86M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cynosure Group's CBZ Position: Q1 2026 in Review

Cynosure Group sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 19,015 shares — an estimated $959K sold.

Cynosure Group first reported a position in CBZ in Q1 2024 and held it in 8 quarters. The position peaked at $1.08M in Q3 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Cynosure Group reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
Cynosure Group sold 19,015 CBIZ shares in Q1 2026, an estimated $959K.
Cynosure Group first reported a position in CBIZ in Q1 2024 and held it in 8 quarters.
Cynosure Group's CBIZ position peaked at $1.08M in Q3 2024.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.