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DG Capital Management’s CBIZ CBZ Stock Holding History

DG Capital Management’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 		$21.2M Buy
+660,000
New +$20.5M 4.46% 6

Other funds holding CBZ

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
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
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

DG Capital Management's CBZ Position: Q2 2026 in Review

DG Capital Management opened a new position in CBIZ (CBZ) in Q2 2026: 660,000 shares worth $21.2M. The stake represents 4.46% of the portfolio and ranks #6 among its holdings.

157 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • DG Capital Management held 660,000 shares of CBIZ worth $21.2M as of Q2 2026.
  • CBIZ was a new DG Capital Management position in Q2 2026.
  • CBIZ made up 4.46% of DG Capital Management's portfolio in Q2 2026, its #6 holding.
  • 157 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on DG Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.