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Financial Network Wealth Advisors’s CBIZ CBZ Stock Holding History

Financial Network 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
Q1 		– Sell
-10
Closed -$505 – 796
2025
Q4 		$505 Hold
10
– – ﹤0.01% 832
2025
Q3 		$530 Hold
10
– – ﹤0.01% 838
2025
Q2 		$717 Hold
10
– – ﹤0.01% 808
2025
Q1 		$759 Buy
+10
New +$804 ﹤0.01% 754

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Network Wealth Advisors's CBZ Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 10 shares — an estimated $505 sold.

Financial Network Wealth Advisors first reported a position in CBZ in Q1 2025 and held it in 4 quarters. The position peaked at $759 in Q1 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 10 CBIZ shares in Q1 2026, an estimated $505.
  • Financial Network Wealth Advisors first reported a position in CBIZ in Q1 2025 and held it in 4 quarters.
  • Financial Network Wealth Advisors's CBIZ position peaked at $759 in Q1 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.