Fiduciary Trust’s CBIZ CBZ Stock Holding History

Fiduciary Trust’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 Q1	–	Sell	-6,570	Closed	-$331K	–	873
2025 Q4	$331K	Buy	6,570 +1,050	+19%	+$55.2K	﹤0.01%	687
2025 Q3	$292K	Buy	5,520 +640	+13%	+$41.3K	﹤0.01%	717
2025 Q2	$350K	Sell	4,880 -1,205	-20%	-$87.2K	﹤0.01%	630
2025 Q1	$462K	Buy	+6,085	New	+$489K	0.01%	537

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Fiduciary Trust's CBZ Position: Q1 2026 in Review

Fiduciary Trust sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 6,570 shares — an estimated $331K sold.

Fiduciary Trust first reported a position in CBZ in Q1 2025 and held it in 4 quarters. The position peaked at $462K in Q1 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Fiduciary Trust reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
Fiduciary Trust sold 6,570 CBIZ shares in Q1 2026, an estimated $331K.
Fiduciary Trust first reported a position in CBIZ in Q1 2025 and held it in 4 quarters.
Fiduciary Trust's CBIZ position peaked at $462K in Q1 2025.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.