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Dynamic Technology Lab’s CBIZ CBZ Stock Holding History

Dynamic Technology Lab’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 		$777K Sell
24,235
-10,842
-31% -$337K 0.17% 206
2026
Q1 		$942K Buy
35,077
+26,612
+314% +$939K 0.15% 214
2025
Q4 		$427K Buy
+8,465
New +$445K 0.1% 361
2024
Q4 		– Sell
-17,231
Closed -$1.16M – 947
2024
Q3 		$1.16M Buy
+17,231
New +$1.25M 0.12% 268
2023
Q3 		– Sell
-4,630
Closed -$247K – 983
2023
Q2 		$247K Buy
+4,630
New +$238K 0.03% 769
2023
Q1 		– Sell
-16,630
Closed -$779K – 1130
2022
Q4 		$779K Sell
16,630
-21,780
-57% -$1.04M 0.08% 422
2022
Q3 		$1.64M Buy
38,410
+5,300
+16% +$232K 0.16% 190
2022
Q2 		$1.32M Buy
+33,110
New +$1.34M 0.15% 225
2022
Q1 		– Sell
-8,341
Closed -$326K – 1131
2021
Q4 		$326K Buy
8,341
+1,881
+29% +$70.1K 0.04% 769
2021
Q3 		$209K Buy
+6,460
New +$210K 0.03% 897
2020
Q1 		– Sell
-9,226
Closed -$249K – 1062
2019
Q4 		$249K Buy
+9,226
New +$240K 0.04% 754
2017
Q3 		– Sell
-19,939
Closed -$299K – 1059
2017
Q2 		$299K Buy
19,939
+4,047
+25% +$60.6K 0.06% 696
2017
Q1 		$215K Buy
+15,892
New +$213K 0.05% 761
2016
Q4 		– Sell
-22,582
Closed -$253K – 904
2016
Q3 		$253K Sell
22,582
-4,258
-16% -$47.3K 0.07% 601
2016
Q2 		$280K Sell
26,840
-24,632
-48% -$254K 0.08% 554
2016
Q1 		$519K Buy
51,472
+15,351
+42% +$156K 0.14% 247
2015
Q4 		$356K Buy
36,121
+22,315
+162% +$236K 0.11% 374
2015
Q3 		$136K Buy
+13,806
New +$135K 0.05% 721
2015
Q2 		– Sell
-15,101
Closed -$141K – 755
2015
Q1 		$141K Buy
+15,101
New +$132K 0.06% 572
2014
Q1 		– Sell
-17,723
Closed -$162K – 591
2013
Q4 		$162K Buy
+17,723
New +$149K 0.11% 414

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

Dynamic Technology Lab's CBZ Position: Q2 2026 in Review

Dynamic Technology Lab reduced its CBIZ (CBZ) stake by 31% in Q2 2026, selling an estimated $337K and leaving 24,235 shares worth $777K. The position accounts for 0.17% of the portfolio, ranked #206.

Dynamic Technology Lab first reported a position in CBZ in Q4 2013 and has held it in 20 quarters since. The position peaked at $1.64M in Q3 2022. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Dynamic Technology Lab held 24,235 shares of CBIZ worth $777K as of Q2 2026.
  • Dynamic Technology Lab sold 10,842 CBIZ shares in Q2 2026, an estimated $337K.
  • CBIZ made up 0.17% of Dynamic Technology Lab's portfolio in Q2 2026, its #206 holding.
  • Dynamic Technology Lab first reported a position in CBIZ in Q4 2013 and has held it in 20 quarters since.
  • Dynamic Technology Lab's CBIZ position peaked at $1.64M in Q3 2022.
  • 261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Dynamic Technology Lab's 13F filing for Q2 2026, filed 13 Aug 2026.