DZ Bank
CBZ icon

DZ Bank’s CBIZ CBZ Stock Holding History

DZ Bank’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
2025
Q2 		– Sell
-21,152
Closed -$1.6M – 965
2025
Q1 		$1.6M Hold
21,152
– – ﹤0.01% 615
2024
Q4 		$1.73M Sell
21,152
-34,617
-62% -$2.59M ﹤0.01% 583
2024
Q3 		$3.75M Sell
55,769
-4,770
-8% -$347K ﹤0.01% 503
2024
Q2 		$4.49M Sell
60,539
-6,645
-10% -$502K ﹤0.01% 480
2024
Q1 		$5.27M Buy
67,184
+37,213
+124% +$2.59M 0.01% 465
2023
Q4 		$1.88M Buy
+29,971
New +$1.69M ﹤0.01% 575
2018
Q3 		– Sell
-3,900
Closed -$90K – 782
2018
Q2 		$90K Buy
+3,900
New +$78.8K ﹤0.01% 806

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return

DZ Bank's CBZ Position: Q2 2025 in Review

DZ Bank sold out of CBIZ (CBZ) in Q2 2025, closing a stake of 21,152 shares — an estimated $1.6M sold.

DZ Bank first reported a position in CBZ in Q2 2018 and held it in 7 quarters. The position peaked at $5.27M in Q1 2024. 275 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

  • DZ Bank reported no remaining CBIZ position as of Q2 2025 after selling out during the quarter.
  • DZ Bank sold 21,152 CBIZ shares in Q2 2025, an estimated $1.6M.
  • DZ Bank first reported a position in CBIZ in Q2 2018 and held it in 7 quarters.
  • DZ Bank's CBIZ position peaked at $5.27M in Q1 2024.
  • 275 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on DZ Bank's 13F filing for Q2 2025, filed 14 Aug 2025.