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Flaharty Asset Management’s CBIZ CBZ Stock Holding History

Flaharty Asset 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
Q3 		– Sell
-3,492
Closed -$250K – 133
2025
Q2 		$250K Hold
3,492
– – 0.03% 108
2025
Q1 		$265K Hold
3,492
– – 0.04% 97
2024
Q4 		$286K Hold
3,492
– – 0.04% 98
2024
Q3 		$235K Hold
3,492
– – 0.03% 107
2024
Q2 		$259K Hold
3,492
– – 0.04% 102
2024
Q1 		$274K Hold
3,492
– – 0.04% 92
2023
Q4 		$219K Hold
3,492
– – 0.03% 108
2023
Q3 		$181K Buy
+3,492
New +$188K 0.03% 118

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Flaharty Asset Management's CBZ Position: Q3 2025 in Review

Flaharty Asset Management sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 3,492 shares — an estimated $250K sold.

Flaharty Asset Management first reported a position in CBZ in Q3 2023 and held it in 8 quarters. The position peaked at $286K in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Flaharty Asset Management reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 3,492 CBIZ shares in Q3 2025, an estimated $250K.
  • Flaharty Asset Management first reported a position in CBIZ in Q3 2023 and held it in 8 quarters.
  • Flaharty Asset Management's CBIZ position peaked at $286K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Flaharty Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.