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Empowered Funds’s CBIZ CBZ Stock Holding History

Empowered Funds’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
Q3 		– Sell
-60,315
Closed -$4.33M – 1837
2025
Q2 		$4.33M Buy
60,315
+20,046
+50% +$1.45M 0.05% 485
2025
Q1 		$3.05M Sell
40,269
-1,191
-3% -$95.8K 0.04% 542
2024
Q4 		$3.39M Buy
41,460
+9,667
+30% +$723K 0.05% 503
2024
Q3 		$2.14M Buy
31,793
+6,206
+24% +$451K 0.03% 652
2024
Q2 		$1.9M Buy
25,587
+12,060
+89% +$911K 0.03% 628
2024
Q1 		$1.06M Buy
13,527
+1,349
+11% +$93.8K 0.02% 849
2023
Q4 		$762K Buy
12,178
+2,125
+21% +$120K 0.02% 875
2023
Q3 		$522K Buy
10,053
+525
+6% +$28.3K 0.02% 911
2023
Q2 		$508K Buy
9,528
+545
+6% +$28K 0.02% 817
2023
Q1 		$445K Buy
8,983
+258
+3% +$12.4K 0.03% 413
2022
Q4 		$409K Buy
8,725
+879
+11% +$41.8K 0.03% 376
2022
Q3 		$336K Buy
+7,846
New +$343K 0.03% 285

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Empowered Funds's CBZ Position: Q3 2025 in Review

Empowered Funds sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 60,315 shares — an estimated $4.33M sold.

Empowered Funds first reported a position in CBZ in Q3 2022 and held it in 12 quarters. The position peaked at $4.33M in Q2 2025. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Empowered Funds reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Empowered Funds sold 60,315 CBIZ shares in Q3 2025, an estimated $4.33M.
  • Empowered Funds first reported a position in CBIZ in Q3 2022 and held it in 12 quarters.
  • Empowered Funds's CBIZ position peaked at $4.33M in Q2 2025.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.