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 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 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

Edgestream Partners's CBZ Position: Q1 2026 in Review

Edgestream Partners opened a new position in CBIZ (CBZ) in Q1 2026: 134,491 shares worth $3.61M. The stake represents 0.12% of the portfolio and ranks #328 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in CBZ as recently as Q3 2025.

Edgestream Partners first reported a position in CBZ in Q2 2023 and has held it in 6 quarters since. The position peaked at $7.12M in Q3 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Edgestream Partners held 134,491 shares of CBIZ worth $3.61M as of Q1 2026.
CBIZ was a new Edgestream Partners position in Q1 2026.
CBIZ made up 0.12% of Edgestream Partners's portfolio in Q1 2026, its #328 holding.
Edgestream Partners first reported a position in CBIZ in Q2 2023 and has held it in 6 quarters since.
Edgestream Partners's CBIZ position peaked at $7.12M in Q3 2024.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.