First Horizon Advisors’s CBIZ CBZ Stock Holding History

First Horizon 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
2025 Q2	$27.8K	Hold	387	–	–	﹤0.01%	1290
2025 Q1	$29.4K	Buy	387 +54	+16%	+$4.34K	﹤0.01%	1158
2024 Q4	$27.2K	Buy	333 +52	+19%	+$3.89K	﹤0.01%	1213
2024 Q3	$18.9K	Sell	281 -8	-3%	-$581	﹤0.01%	1381
2024 Q2	$21.4K	Sell	289 -11	-4%	-$831	﹤0.01%	1249
2024 Q1	$23.5K	Sell	300 -59	-16%	-$4.1K	﹤0.01%	1290
2023 Q4	$22.5K	Buy	359 +91	+34%	+$5.14K	﹤0.01%	1294
2023 Q3	$13.9K	Hold	268	–	–	﹤0.01%	1388
2023 Q2	$14.3K	Hold	268	–	–	﹤0.01%	1405
2023 Q1	$13.3K	Buy	268 +191	+248%	+$9.2K	﹤0.01%	1439
2022 Q4	$3.61K	Buy	+77	New	+$3.66K	﹤0.01%	1886

Other funds holding CBZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BAM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Horizon Advisors's CBZ Position: Q2 2025 in Review

First Horizon Advisors held its CBIZ (CBZ) position steady in Q2 2025 at 387 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

First Horizon Advisors first reported a position in CBZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $29.4K in Q1 2025. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

First Horizon Advisors held 387 shares of CBIZ worth $27.8K as of Q2 2025.
First Horizon Advisors left its CBIZ share count unchanged in Q2 2025.
CBIZ made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1290 holding.
First Horizon Advisors first reported a position in CBIZ in Q4 2022 and has held it in 11 quarters since.
First Horizon Advisors's CBIZ position peaked at $29.4K in Q1 2025.
276 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.