FFA
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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
Q3 		$49.9K Sell
913
-46
-5% -$2.31K ﹤0.01% 3426
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

MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's CBZ Position: Q3 2026 in Review

Farther Finance Advisors reduced its CBIZ (CBZ) stake by 4.8% in Q3 2026, selling an estimated $2.31K and leaving 913 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3426.

Farther Finance Advisors first reported a position in CBZ in Q4 2022 and has held it in 16 quarters since. 8 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

  • Farther Finance Advisors held 913 shares of CBIZ worth $49.9K as of Q3 2026.
  • Farther Finance Advisors sold 46 CBIZ shares in Q3 2026, an estimated $2.31K.
  • CBIZ made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3426 holding.
  • Farther Finance Advisors first reported a position in CBIZ in Q4 2022 and has held it in 16 quarters since.
  • 8 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.