Financial Network Wealth Management’s CBIZ CBZ Stock Holding History

Financial Network Wealth Management’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
2025 Q1	$55K	Buy	+727	New	+$58.5K	0.02%	211

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Network Wealth Management's CBZ Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in CBIZ (CBZ) in Q1 2025: 727 shares worth $55K. The stake represents 0.02% of the portfolio and ranks #211 among its holdings.

290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

Financial Network Wealth Management held 727 shares of CBIZ worth $55K as of Q1 2025.
CBIZ was a new Financial Network Wealth Management position in Q1 2025.
CBIZ made up 0.02% of Financial Network Wealth Management's portfolio in Q1 2025, its #211 holding.
290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.