FPCG
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Forum Private Client Group’s CBIZ CBZ Stock Holding History

Forum Private Client Group’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 		$264K Buy
+8,219
New +$256K 0.08% 74

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

Forum Private Client Group's CBZ Position: Q2 2026 in Review

Forum Private Client Group opened a new position in CBIZ (CBZ) in Q2 2026: 8,219 shares worth $264K. The stake represents 0.08% of the portfolio and ranks #74 among its holdings.

258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Forum Private Client Group held 8,219 shares of CBIZ worth $264K as of Q2 2026.
  • CBIZ was a new Forum Private Client Group position in Q2 2026.
  • CBIZ made up 0.08% of Forum Private Client Group's portfolio in Q2 2026, its #74 holding.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.