Franklin Resources
CBZ icon

Franklin Resources’s CBIZ CBZ Stock Holding History

Franklin Resources’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 		$814K Buy
25,368
+1,472
+6% +$45.8K ﹤0.01% 2372
2026
Q1 		$642K Buy
23,896
+1,942
+9% +$68.5K ﹤0.01% 2375
2025
Q4 		$1.11M Buy
21,954
+15,652
+248% +$823K ﹤0.01% 2024
2025
Q3 		$334K Sell
6,302
-102,820
-94% -$6.63M ﹤0.01% 2618
2025
Q2 		$7.83M Buy
+109,122
New +$7.89M ﹤0.01% 1211

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

Franklin Resources's CBZ Position: Q2 2026 in Review

Franklin Resources increased its CBIZ (CBZ) stake by 6.2% in Q2 2026, buying an estimated $45.8K and bringing the position to 25,368 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Franklin Resources first reported a position in CBZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.83M in Q2 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Franklin Resources held 25,368 shares of CBIZ worth $814K as of Q2 2026.
  • Franklin Resources bought 1,472 CBIZ shares in Q2 2026, an estimated $45.8K.
  • CBIZ made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2372 holding.
  • Franklin Resources first reported a position in CBIZ in Q2 2025 and has held it in 5 quarters since.
  • Franklin Resources's CBIZ position peaked at $7.83M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.