First National Bank of Omaha’s CBIZ CBZ Stock Holding History

First National Bank of Omaha’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	-5,966	Closed	-$306K	–	500
2025 Q4	$306K	Buy	+5,966	New	+$314K	0.01%	458

Other funds holding CBZ

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First National Bank of Omaha's CBZ Position: Q1 2026 in Review

First National Bank of Omaha sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 5,966 shares — an estimated $306K sold.

First National Bank of Omaha first reported a position in CBZ in Q4 2025 and held it in 1 quarter. The position peaked at $306K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

First National Bank of Omaha reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
First National Bank of Omaha sold 5,966 CBIZ shares in Q1 2026, an estimated $306K.
First National Bank of Omaha first reported a position in CBIZ in Q4 2025 and held it in 1 quarter.
First National Bank of Omaha's CBIZ position peaked at $306K in Q4 2025.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.