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Freestone Grove Partners’s CBIZ CBZ Stock Holding History

Freestone Grove Partners’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
-26,652
Closed -$716K – 1060
2026
Q1 		$716K Buy
+26,652
New +$940K 0.01% 541
2025
Q4 		– Sell
-9,941
Closed -$526K – 753
2025
Q3 		$526K Buy
9,941
+6,003
+152% +$387K ﹤0.01% 528
2025
Q2 		$282K Buy
+3,938
New +$285K ﹤0.01% 593

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

Freestone Grove Partners's CBZ Position: Q2 2026 in Review

Freestone Grove Partners sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 26,652 shares — an estimated $716K sold.

Freestone Grove Partners first reported a position in CBZ in Q2 2025 and held it in 3 quarters. The position peaked at $716K in Q1 2026. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Freestone Grove Partners reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 26,652 CBIZ shares in Q2 2026, an estimated $716K.
  • Freestone Grove Partners first reported a position in CBIZ in Q2 2025 and held it in 3 quarters.
  • Freestone Grove Partners's CBIZ position peaked at $716K in Q1 2026.
  • 261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.