Ethic Inc’s CBIZ CBZ Stock Holding History

Ethic Inc’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 Q4	–	Sell	-4,050	Closed	-$214K	–	1216
2025 Q3	$214K	Buy	4,050 +283	+8%	+$18.3K	﹤0.01%	1094
2025 Q2	$268K	Buy	3,767 +668	+22%	+$48.3K	﹤0.01%	1016
2025 Q1	$239K	Buy	+3,099	New	+$249K	﹤0.01%	1015

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

22C Capital Boca Raton, Florida $86M AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ethic Inc's CBZ Position: Q4 2025 in Review

Ethic Inc sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 4,050 shares — an estimated $214K sold.

Ethic Inc first reported a position in CBZ in Q1 2025 and held it in 3 quarters. The position peaked at $268K in Q2 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

Ethic Inc reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
Ethic Inc sold 4,050 CBIZ shares in Q4 2025, an estimated $214K.
Ethic Inc first reported a position in CBIZ in Q1 2025 and held it in 3 quarters.
Ethic Inc's CBIZ position peaked at $268K in Q2 2025.
263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Ethic Inc's 13F filing for Q4 2025, filed 3 Feb 2026.