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Fortis Group Advisors’s CBIZ CBZ Stock Holding History

Fortis Group 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
Q2 		$28.1K Hold
875
– – ﹤0.01% 324
2026
Q1 		$23.5K Hold
875
– – ﹤0.01% 334
2025
Q4 		$44.1K Hold
875
– – 0.01% 307
2025
Q3 		$46.3K Hold
875
– – 0.01% 258
2025
Q2 		$62.7K Hold
875
– – 0.01% 236
2025
Q1 		$66.4K Hold
875
– – 0.01% 205
2024
Q4 		$71.6K Hold
875
– – 0.01% 202
2024
Q3 		$58.9K Hold
875
– – 0.01% 205
2024
Q2 		$64.8K Hold
875
– – 0.01% 195
2024
Q1 		$68.7K Sell
875
-875
-50% -$60.8K 0.01% 213
2023
Q4 		$110K Buy
1,750
+875
+100% +$49.4K 0.03% 138
2023
Q3 		$45.4K Buy
+875
New +$47.2K 0.01% 147
2020
Q3 		$20K Buy
+875
New +$20.8K ﹤0.01% 246

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Fortis Group Advisors's CBZ Position: Q2 2026 in Review

Fortis Group Advisors held its CBIZ (CBZ) position steady in Q2 2026 at 875 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Fortis Group Advisors first reported a position in CBZ in Q3 2020 and has held it in 13 quarters since. The position peaked at $110K in Q4 2023. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Fortis Group Advisors held 875 shares of CBIZ worth $28.1K as of Q2 2026.
  • Fortis Group Advisors left its CBIZ share count unchanged in Q2 2026.
  • CBIZ made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #324 holding.
  • Fortis Group Advisors first reported a position in CBIZ in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's CBIZ position peaked at $110K in Q4 2023.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.