GI
CBZ icon

GAMMA Investing’s CBIZ CBZ Stock Holding History

GAMMA Investing’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 		$61.5K Buy
1,916
+640
+50% +$19.9K ﹤0.01% 2157
2026
Q1 		$34.3K Buy
1,276
+988
+343% +$34.8K ﹤0.01% 2433
2025
Q4 		$14.5K Sell
288
-34
-11% -$1.79K ﹤0.01% 2790
2025
Q3 		$17.1K Buy
322
+118
+58% +$7.61K ﹤0.01% 2602
2025
Q2 		$14.6K Sell
204
-13
-6% -$940 ﹤0.01% 2624
2025
Q1 		$16.5K Buy
217
+42
+24% +$3.38K ﹤0.01% 2499
2024
Q4 		$14.3K Buy
175
+75
+75% +$5.61K ﹤0.01% 2438
2024
Q3 		$6.73K Sell
100
-25
-20% -$1.82K ﹤0.01% 2621
2024
Q2 		$9.26K Buy
125
+63
+102% +$4.76K ﹤0.01% 2290
2024
Q1 		$4.87K Buy
62
+15
+32% +$1.04K ﹤0.01% 2419
2023
Q4 		$2.99K Buy
+47
New +$2.65K ﹤0.01% 2443

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

GAMMA Investing's CBZ Position: Q2 2026 in Review

GAMMA Investing increased its CBIZ (CBZ) stake by 50% in Q2 2026, buying an estimated $19.9K and bringing the position to 1,916 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

GAMMA Investing first reported a position in CBZ in Q4 2023 and has held it in 11 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • GAMMA Investing held 1,916 shares of CBIZ worth $61.5K as of Q2 2026.
  • GAMMA Investing bought 640 CBIZ shares in Q2 2026, an estimated $19.9K.
  • CBIZ made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2157 holding.
  • GAMMA Investing first reported a position in CBIZ in Q4 2023 and has held it in 11 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.