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Fulcrum Asset Management’s CBIZ CBZ Stock Holding History

Fulcrum Asset 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 		$91K Buy
+2,815
New +$87.5K 0.01% 502

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

Fulcrum Asset Management's CBZ Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in CBIZ (CBZ) in Q2 2026: 2,815 shares worth $91K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings.

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

  • Fulcrum Asset Management held 2,815 shares of CBIZ worth $91K as of Q2 2026.
  • CBIZ was a new Fulcrum Asset Management position in Q2 2026.
  • CBIZ made up 0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #502 holding.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.