Destiny Wealth Partners’s CBIZ CBZ Stock Holding History

Destiny Wealth Partners’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	–	Sell	-913	Closed	-$24.5K	–	307
2026 Q1	$24.5K	Buy	+913	New	+$32.2K	﹤0.01%	605

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

Destiny Wealth Partners's CBZ Position: Q2 2026 in Review

Destiny Wealth Partners sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 913 shares — an estimated $24.5K sold.

Destiny Wealth Partners first reported a position in CBZ in Q1 2026 and held it in 1 quarter. The position peaked at $24.5K in Q1 2026. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Destiny Wealth Partners reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 913 CBIZ shares in Q2 2026, an estimated $24.5K.
Destiny Wealth Partners first reported a position in CBIZ in Q1 2026 and held it in 1 quarter.
Destiny Wealth Partners's CBIZ position peaked at $24.5K in Q1 2026.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.