EWA
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EverSource Wealth Advisors’s CBIZ CBZ Stock Holding History

EverSource Wealth Advisors’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 		$73.6K Buy
2,294
+782
+52% +$24.3K ﹤0.01% 1546
2026
Q1 		$40.6K Buy
1,512
+1,315
+668% +$46.4K ﹤0.01% 2046
2025
Q4 		$9.94K Sell
197
-596
-75% -$31.3K ﹤0.01% 2795
2025
Q3 		$42K Buy
793
+71
+10% +$4.58K ﹤0.01% 1828
2025
Q2 		$51.8K Buy
722
+450
+165% +$32.6K ﹤0.01% 1592
2025
Q1 		$20.6K Buy
272
+28
+11% +$2.25K ﹤0.01% 1675
2024
Q4 		$20K Buy
244
+23
+10% +$1.72K ﹤0.01% 1622
2024
Q3 		$14.9K Sell
221
-19
-8% -$1.38K ﹤0.01% 1648
2024
Q2 		$16.7K Buy
240
+19
+9% +$1.44K ﹤0.01% 1598
2024
Q1 		$15.7K Buy
221
+22
+11% +$1.53K ﹤0.01% 1480
2023
Q4 		$12.5K Buy
199
+10
+5% +$565 ﹤0.01% 1463
2023
Q3 		$9.81K Hold
189
– – ﹤0.01% 1426
2023
Q2 		$10.1K Hold
189
– – ﹤0.01% 1432
2023
Q1 		$9.35K Buy
+189
New +$9.1K ﹤0.01% 1397

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 $3.37T AUM 44.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

EverSource Wealth Advisors's CBZ Position: Q2 2026 in Review

EverSource Wealth Advisors increased its CBIZ (CBZ) stake by 52% in Q2 2026, buying an estimated $24.3K and bringing the position to 2,294 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

EverSource Wealth Advisors first reported a position in CBZ in Q1 2023 and has held it in 14 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • EverSource Wealth Advisors held 2,294 shares of CBIZ worth $73.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 782 CBIZ shares in Q2 2026, an estimated $24.3K.
  • CBIZ made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1546 holding.
  • EverSource Wealth Advisors first reported a position in CBIZ in Q1 2023 and has held it in 14 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.