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Equitable Trust’s CBIZ CBZ Stock Holding History

Equitable Trust’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 		$424K Sell
15,803
-199
-1% -$7.02K 0.02% 353
2025
Q4 		$807K Buy
16,002
+1,330
+9% +$69.9K 0.04% 261
2025
Q3 		$777K Buy
+14,672
New +$946K 0.04% 271
2018
Q4 		– Sell
-8,940
Closed -$212K – 265
2018
Q3 		$212K Sell
8,940
-12,560
-58% -$291K 0.02% 278
2018
Q2 		$495K Buy
+21,500
New +$435K 0.06% 186

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Equitable Trust's CBZ Position: Q1 2026 in Review

Equitable Trust reduced its CBIZ (CBZ) stake by 1.2% in Q1 2026, selling an estimated $7.02K and leaving 15,803 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #353.

Equitable Trust first reported a position in CBZ in Q2 2018 and has held it in 5 quarters since. The position peaked at $807K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Equitable Trust held 15,803 shares of CBIZ worth $424K as of Q1 2026.
  • Equitable Trust sold 199 CBIZ shares in Q1 2026, an estimated $7.02K.
  • CBIZ made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #353 holding.
  • Equitable Trust first reported a position in CBIZ in Q2 2018 and has held it in 5 quarters since.
  • Equitable Trust's CBIZ position peaked at $807K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.