Dunhill Financial’s CBIZ CBZ Stock Holding History

Dunhill Financial’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	$29	Hold	1	–	–	﹤0.01%	1713
2025 Q4	$55	Buy	+1	New	+$53	﹤0.01%	1624

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

Dunhill Financial's CBZ Position: Q1 2026 in Review

Dunhill Financial held its CBIZ (CBZ) position steady in Q1 2026 at 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Dunhill Financial first reported a position in CBZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $55 in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Dunhill Financial held 1 share of CBIZ worth $29 as of Q1 2026.
Dunhill Financial left its CBIZ share count unchanged in Q1 2026.
CBIZ made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1713 holding.
Dunhill Financial first reported a position in CBIZ in Q4 2025 and has held it in 2 quarters since.
Dunhill Financial's CBIZ position peaked at $55 in Q4 2025.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.