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Essential Partners’s CBIZ CBZ Stock Holding History

Essential 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 		$11.9K Buy
370
+205
+124% +$6.38K 0.01% 1147
2026
Q1 		$4.43K Buy
165
+157
+1,963% +$5.54K ﹤0.01% 1635
2025
Q4 		$404 Buy
+8
New +$421 ﹤0.01% 2275
2025
Q3 		– Sell
-8
Closed -$574 – 2687
2025
Q2 		$574 Buy
+8
New +$579 ﹤0.01% 1663

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 $3.38T AUM 44.17% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Essential Partners's CBZ Position: Q2 2026 in Review

Essential Partners increased its CBIZ (CBZ) stake by 124% in Q2 2026, buying an estimated $6.38K and bringing the position to 370 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #1147.

Essential Partners first reported a position in CBZ in Q2 2025 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Essential Partners held 370 shares of CBIZ worth $11.9K as of Q2 2026.
  • Essential Partners bought 205 CBIZ shares in Q2 2026, an estimated $6.38K.
  • CBIZ made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1147 holding.
  • Essential Partners first reported a position in CBIZ in Q2 2025 and has held it in 4 quarters since.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.