Federation des caisses Desjardins du Quebec’s CBIZ CBZ Stock Holding History

Federation des caisses Desjardins du Quebec’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	–	Sell	-12,028	Closed	-$323K	–	3046
2026 Q1	$323K	Buy	+12,028	New	+$424K	﹤0.01%	1400
2019 Q2	–	Sell	-12,708	Closed	-$257K	–	2271
2019 Q1	$257K	Sell	12,708 -2,764	-18%	-$55.9K	﹤0.01%	907
2018 Q4	$305K	Hold	15,472	–	–	0.01%	838
2018 Q3	$366K	Sell	15,472 -647	-4%	-$15K	0.01%	820
2018 Q2	$370K	Sell	16,119 -1,683	-9%	-$34K	0.01%	828
2018 Q1	$325K	Sell	17,802 -4,117	-19%	-$71.6K	0.01%	849
2017 Q4	$339K	Hold	21,919	–	–	0.01%	893
2017 Q3	$356K	Buy	21,919 +9,056	+70%	+$137K	0.01%	848
2017 Q2	$192K	Buy	+12,863	New	+$193K	﹤0.01%	1003

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

Federation des caisses Desjardins du Quebec's CBZ Position: Q2 2026 in Review

Federation des caisses Desjardins du Quebec sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 12,028 shares — an estimated $323K sold.

Federation des caisses Desjardins du Quebec first reported a position in CBZ in Q2 2017 and held it in 9 quarters. The position peaked at $370K in Q2 2018. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Federation des caisses Desjardins du Quebec reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 12,028 CBIZ shares in Q2 2026, an estimated $323K.
Federation des caisses Desjardins du Quebec first reported a position in CBIZ in Q2 2017 and held it in 9 quarters.
Federation des caisses Desjardins du Quebec's CBIZ position peaked at $370K in Q2 2018.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q2 2026, filed 14 Aug 2026.