EP
CBZ icon

Edgestream Partners’s CBIZ CBZ Stock Holding History

Edgestream Partners’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 		$5.39M Buy
167,963
+33,472
+25% +$1.04M 0.16% 221
2026
Q1 		$3.61M Buy
+134,491
New +$4.74M 0.12% 328
2025
Q4 		– Sell
-17,507
Closed -$927K – 960
2025
Q3 		$927K Buy
+17,507
New +$1.13M 0.03% 642
2024
Q4 		– Sell
-105,842
Closed -$7.12M – 875
2024
Q3 		$7.12M Buy
105,842
+20,906
+25% +$1.52M 0.31% 56
2024
Q2 		$6.29M Buy
+84,936
New +$6.42M 0.3% 67
2023
Q4 		– Sell
-14,136
Closed -$734K – 851
2023
Q3 		$734K Sell
14,136
-29,254
-67% -$1.58M 0.06% 493
2023
Q2 		$2.31M Buy
+43,390
New +$2.23M 0.21% 144

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

Edgestream Partners's CBZ Position: Q2 2026 in Review

Edgestream Partners increased its CBIZ (CBZ) stake by 25% in Q2 2026, buying an estimated $1.04M and bringing the position to 167,963 shares worth $5.39M. The position accounts for 0.16% of the portfolio, ranked #221.

Edgestream Partners first reported a position in CBZ in Q2 2023 and has held it in 7 quarters since. The position peaked at $7.12M in Q3 2024. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Edgestream Partners held 167,963 shares of CBIZ worth $5.39M as of Q2 2026.
  • Edgestream Partners bought 33,472 CBIZ shares in Q2 2026, an estimated $1.04M.
  • CBIZ made up 0.16% of Edgestream Partners's portfolio in Q2 2026, its #221 holding.
  • Edgestream Partners first reported a position in CBIZ in Q2 2023 and has held it in 7 quarters since.
  • Edgestream Partners's CBIZ position peaked at $7.12M in Q3 2024.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.