Evergreen Capital Management’s CBIZ CBZ Stock Holding History

Evergreen Capital Management’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	$321K	Buy	10,012 +451	+5%	+$14K	0.01%	1175
2026 Q1	$257K	Buy	+9,561	New	+$337K	0.01%	1234

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCP

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

Evergreen Capital Management's CBZ Position: Q2 2026 in Review

Evergreen Capital Management increased its CBIZ (CBZ) stake by 4.7% in Q2 2026, buying an estimated $14K and bringing the position to 10,012 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #1175.

Evergreen Capital Management first reported a position in CBZ in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Evergreen Capital Management held 10,012 shares of CBIZ worth $321K as of Q2 2026.
Evergreen Capital Management bought 451 CBIZ shares in Q2 2026, an estimated $14K.
CBIZ made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1175 holding.
Evergreen Capital Management first reported a position in CBIZ in Q1 2026 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.