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Dmitry Balyasny’s CBIZ CBZ Stock Holding History

Dmitry Balyasny’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 		$1.21M Sell
37,832
-17,039
-31% -$530K ﹤0.01% 2106
2026
Q1 		$1.47M Buy
54,871
+34,693
+172% +$1.22M ﹤0.01% 1921
2025
Q4 		$1.02M Buy
+20,178
New +$1.06M ﹤0.01% 2188
2025
Q3 		– Sell
-4,969
Closed -$356K – 2957
2025
Q2 		$356K Buy
4,969
+230
+5% +$16.6K ﹤0.01% 2424
2025
Q1 		$360K Buy
4,739
+138
+3% +$11.1K ﹤0.01% 2386
2024
Q4 		$377K Sell
4,601
-1,706
-27% -$128K ﹤0.01% 2295
2024
Q3 		$424K Buy
+6,307
New +$458K ﹤0.01% 2332
2023
Q3 		– Sell
-16,176
Closed -$862K – 2291
2023
Q2 		$862K Buy
16,176
+9,594
+146% +$494K ﹤0.01% 1681
2023
Q1 		$326K Buy
6,582
+114
+2% +$5.49K ﹤0.01% 2079
2022
Q4 		$303K Buy
+6,468
New +$307K ﹤0.01% 1989
2018
Q1 		– Sell
-12,659
Closed -$196K – 1968
2017
Q4 		$196K Buy
+12,659
New +$199K ﹤0.01% 1914
2017
Q2 		– Sell
-42,651
Closed -$578K – 1485
2017
Q1 		$578K Buy
42,651
+30,700
+257% +$412K ﹤0.01% 1268
2016
Q4 		$164K Sell
11,951
-23,624
-66% -$286K ﹤0.01% 1295
2016
Q3 		$398K Sell
35,575
-31,471
-47% -$350K ﹤0.01% 774
2016
Q2 		$698K Buy
67,046
+51,966
+345% +$535K ﹤0.01% 782
2016
Q1 		$152K Sell
15,080
-25,503
-63% -$259K ﹤0.01% 1163
2015
Q4 		$400K Buy
40,583
+22,383
+123% +$237K ﹤0.01% 888
2015
Q3 		$179K Buy
18,200
+3,095
+20% +$30.2K ﹤0.01% 1018
2015
Q2 		$146K Buy
+15,105
New +$141K ﹤0.01% 1048

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Dmitry Balyasny's CBZ Position: Q2 2026 in Review

Dmitry Balyasny reduced its CBIZ (CBZ) stake by 31% in Q2 2026, selling an estimated $530K and leaving 37,832 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

Dmitry Balyasny first reported a position in CBZ in Q2 2015 and has held it in 19 quarters since. The position peaked at $1.47M in Q1 2026. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Dmitry Balyasny held 37,832 shares of CBIZ worth $1.21M as of Q2 2026.
  • Dmitry Balyasny sold 17,039 CBIZ shares in Q2 2026, an estimated $530K.
  • CBIZ made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2106 holding.
  • Dmitry Balyasny first reported a position in CBIZ in Q2 2015 and has held it in 19 quarters since.
  • Dmitry Balyasny's CBIZ position peaked at $1.47M in Q1 2026.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.