GI
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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
Q3 		$111K Buy
2,027
+111
+6% +$5.58K ﹤0.01% 1811
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing's CBZ Position: Q3 2026 in Review

GAMMA Investing increased its CBIZ (CBZ) stake by 5.8% in Q3 2026, buying an estimated $5.58K and bringing the position to 2,027 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

GAMMA Investing first reported a position in CBZ in Q4 2023 and has held it in 12 quarters since. 6 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

  • GAMMA Investing held 2,027 shares of CBIZ worth $111K as of Q3 2026.
  • GAMMA Investing bought 111 CBIZ shares in Q3 2026, an estimated $5.58K.
  • CBIZ made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1811 holding.
  • GAMMA Investing first reported a position in CBIZ in Q4 2023 and has held it in 12 quarters since.
  • 6 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.