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Geneva Capital Management’s CBIZ CBZ Stock Holding History

Geneva Capital 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 		$9.43M Sell
294,044
-59,094
-17% -$1.84M 0.22% 83
2026
Q1 		$9.48M Sell
353,138
-46,489
-12% -$1.64M 0.2% 85
2025
Q4 		$20.2M Sell
399,627
-33,255
-8% -$1.75M 0.38% 74
2025
Q3 		$22.9M Sell
432,882
-17,122
-4% -$1.1M 0.39% 73
2025
Q2 		$32.3M Buy
450,004
+25,000
+6% +$1.81M 0.54% 59
2025
Q1 		$32.2M Buy
425,004
+1,597
+0.4% +$128K 0.6% 57
2024
Q4 		$34.6M Buy
423,407
+140,493
+50% +$10.5M 0.6% 53
2024
Q3 		$19M Buy
+282,914
New +$20.6M 0.32% 87

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

Geneva Capital Management's CBZ Position: Q2 2026 in Review

Geneva Capital Management reduced its CBIZ (CBZ) stake by 17% in Q2 2026, selling an estimated $1.84M and leaving 294,044 shares worth $9.43M. The position accounts for 0.22% of the portfolio, ranked #83.

Geneva Capital Management first reported a position in CBZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $34.6M in Q4 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Geneva Capital Management held 294,044 shares of CBIZ worth $9.43M as of Q2 2026.
  • Geneva Capital Management sold 59,094 CBIZ shares in Q2 2026, an estimated $1.84M.
  • CBIZ made up 0.22% of Geneva Capital Management's portfolio in Q2 2026, its #83 holding.
  • Geneva Capital Management first reported a position in CBIZ in Q3 2024 and has held it in 8 quarters since.
  • Geneva Capital Management's CBIZ position peaked at $34.6M in Q4 2024.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.