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Farther Finance Advisors’s CBIZ CBZ Stock Holding History

Farther Finance 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 		$30.9K Buy
959
+59
+7% +$1.83K ﹤0.01% 3636
2026
Q1 		$23.8K Buy
900
+807
+868% +$28.5K ﹤0.01% 3536
2025
Q4 		$4.69K Sell
93
-8
-8% -$421 ﹤0.01% 4347
2025
Q3 		$5.35K Buy
101
+9
+10% +$580 ﹤0.01% 3731
2025
Q2 		$6.6K Sell
92
-14
-13% -$1.01K ﹤0.01% 3253
2025
Q1 		$8.16K Sell
106
-5
-5% -$402 ﹤0.01% 2837
2024
Q4 		$9.08K Hold
111
– – ﹤0.01% 2420
2024
Q3 		$7.46K Sell
111
-9
-8% -$654 ﹤0.01% 2482
2024
Q2 		$8.84K Buy
120
+29
+32% +$2.19K ﹤0.01% 2132
2024
Q1 		$7.08K Buy
91
+5
+6% +$348 ﹤0.01% 1906
2023
Q4 		$5.38K Buy
86
+42
+95% +$2.37K ﹤0.01% 1933
2023
Q3 		$2.28K Buy
44
+5
+13% +$269 ﹤0.01% 1806
2023
Q2 		$2.08K Hold
39
– – ﹤0.01% 1739
2023
Q1 		$1.93K Hold
39
– – ﹤0.01% 1660
2022
Q4 		$1.83K Buy
+39
New +$1.85K ﹤0.01% 1485

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

Farther Finance Advisors's CBZ Position: Q2 2026 in Review

Farther Finance Advisors increased its CBIZ (CBZ) stake by 6.6% in Q2 2026, buying an estimated $1.83K and bringing the position to 959 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3636.

Farther Finance Advisors first reported a position in CBZ in Q4 2022 and has held it in 15 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Farther Finance Advisors held 959 shares of CBIZ worth $30.9K as of Q2 2026.
  • Farther Finance Advisors bought 59 CBIZ shares in Q2 2026, an estimated $1.83K.
  • CBIZ made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3636 holding.
  • Farther Finance Advisors first reported a position in CBIZ in Q4 2022 and has held it in 15 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.