Fox Run Management’s CBIZ CBZ Stock Holding History

Fox Run 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
2026 Q2	–	Sell	-9,581	Closed	-$259K	–	966
2026 Q1	$259K	Sell	9,581 -2,688	-22%	-$94.8K	0.05%	665
2025 Q4	$619K	Buy	+12,269	New	+$645K	0.1%	403
2024 Q4	–	Sell	-11,016	Closed	-$741K	–	900
2024 Q3	$741K	Buy	+11,016	New	+$800K	0.17%	218

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fox Run Management's CBZ Position: Q2 2026 in Review

Fox Run Management sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 9,581 shares — an estimated $259K sold.

Fox Run Management first reported a position in CBZ in Q3 2024 and held it in 3 quarters. The position peaked at $741K in Q3 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Fox Run Management reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
Fox Run Management sold 9,581 CBIZ shares in Q2 2026, an estimated $259K.
Fox Run Management first reported a position in CBIZ in Q3 2024 and held it in 3 quarters.
Fox Run Management's CBIZ position peaked at $741K in Q3 2024.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.