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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.9T AUM 41.92% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return