Geode Capital Management
CBZ icon

Geode Capital Management’s CBIZ CBZ Stock Holding History

Geode 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 		$40.3M Buy
1,257,357
+97,978
+8% +$3.05M ﹤0.01% 1742
2026
Q1 		$31.1M Buy
1,159,379
+13,823
+1% +$488K ﹤0.01% 1758
2025
Q4 		$57.8M Sell
1,145,556
-4,079
-0.4% -$214K ﹤0.01% 1395
2025
Q3 		$60.9M Sell
1,149,635
-74,507
-6% -$4.81M ﹤0.01% 1354
2025
Q2 		$87.8M Buy
1,224,142
+96,505
+9% +$6.98M 0.01% 1104
2025
Q1 		$85.6M Buy
1,127,637
+17,725
+2% +$1.43M 0.01% 1066
2024
Q4 		$90.8M Buy
1,109,912
+838
+0.1% +$62.7K 0.01% 1068
2024
Q3 		$74.6M Buy
1,109,074
+11,615
+1% +$844K 0.01% 1189
2024
Q2 		$81.3M Buy
1,097,459
+41,298
+4% +$3.12M 0.01% 1051
2024
Q1 		$82.9M Buy
1,056,161
+29,769
+3% +$2.07M 0.01% 1047
2023
Q4 		$64.2M Buy
1,026,392
+47,635
+5% +$2.69M 0.01% 1174
2023
Q3 		$50.8M Buy
978,757
+33,041
+3% +$1.78M 0.01% 1226
2023
Q2 		$50.4M Buy
945,716
+37,201
+4% +$1.91M 0.01% 1246
2023
Q1 		$45M Buy
908,515
+32,977
+4% +$1.59M 0.01% 1273
2022
Q4 		$41M Buy
875,538
+17,627
+2% +$838K 0.01% 1291
2022
Q3 		$36.7M Buy
857,911
+3,658
+0.4% +$160K 0.01% 1308
2022
Q2 		$34.1M Sell
854,253
-25,271
-3% -$1.02M 0.01% 1385
2022
Q1 		$36.9M Buy
879,524
+35,698
+4% +$1.4M ﹤0.01% 1464
2021
Q4 		$33M Sell
843,826
-20,797
-2% -$775K ﹤0.01% 1618
2021
Q3 		$28M Sell
864,623
-9,678
-1% -$315K ﹤0.01% 1726
2021
Q2 		$28.6M Buy
874,301
+37,026
+4% +$1.24M ﹤0.01% 1722
2021
Q1 		$27.3M Buy
837,275
+14,555
+2% +$429K ﹤0.01% 1677
2020
Q4 		$21.9M Buy
822,720
+101,198
+14% +$2.49M ﹤0.01% 1664
2020
Q3 		$16.5M Sell
721,522
-32,823
-4% -$779K ﹤0.01% 1657
2020
Q2 		$18.1M Buy
754,345
+5,278
+0.7% +$120K ﹤0.01% 1581
2020
Q1 		$15.7M Buy
749,067
+55,044
+8% +$1.4M ﹤0.01% 1467
2019
Q4 		$18.7M Buy
694,023
+14,152
+2% +$368K ﹤0.01% 1607
2019
Q3 		$16M Buy
679,871
+20,329
+3% +$457K ﹤0.01% 1631
2019
Q2 		$12.9M Buy
659,542
+30,006
+5% +$602K ﹤0.01% 1762
2019
Q1 		$12.7M Buy
629,536
+64,095
+11% +$1.3M ﹤0.01% 1730
2018
Q4 		$11.1M Buy
565,441
+30,488
+6% +$652K ﹤0.01% 1716
2018
Q3 		$12.7M Buy
534,953
+31,000
+6% +$718K ﹤0.01% 1750
2018
Q2 		$11.6M Buy
503,953
+35,425
+8% +$716K ﹤0.01% 1764
2018
Q1 		$8.55M Sell
468,528
-2,170
-0.5% -$37.7K ﹤0.01% 1881
2017
Q4 		$7.27M Buy
470,698
+2,539
+0.5% +$39.9K ﹤0.01% 1973
2017
Q3 		$7.61M Buy
468,159
+10,221
+2% +$154K ﹤0.01% 1940
2017
Q2 		$6.87M Buy
457,938
+27,259
+6% +$408K ﹤0.01% 1922
2017
Q1 		$5.83M Buy
430,679
+13,680
+3% +$184K ﹤0.01% 1997
2016
Q4 		$5.71M Buy
416,999
+12,296
+3% +$149K ﹤0.01% 1974
2016
Q3 		$4.53M Buy
404,703
+11,825
+3% +$131K ﹤0.01% 2028
2016
Q2 		$4.09M Buy
392,878
+13,423
+4% +$138K ﹤0.01% 2051
2016
Q1 		$3.83K Buy
379,455
+19,738
+5% +$200K ﹤0.01% 2042
2015
Q4 		$3.55M Buy
359,717
+108,127
+43% +$1.15M ﹤0.01% 2114
2015
Q3 		$2.47M Buy
251,590
+3,372
+1% +$32.9K ﹤0.01% 2299
2015
Q2 		$2.39M Buy
248,218
+5,642
+2% +$52.7K ﹤0.01% 2383
2015
Q1 		$2.26M Buy
242,576
+8,491
+4% +$74.2K ﹤0.01% 2360
2014
Q4 		$2M Buy
234,085
+2,702
+1% +$23.3K ﹤0.01% 2434
2014
Q3 		$1.82M Hold
231,383
– – ﹤0.01% 2415
2014
Q2 		$2.09M Buy
231,383
+7,526
+3% +$65.6K ﹤0.01% 2348
2014
Q1 		$2.05M Buy
223,857
+2,662
+1% +$23.9K ﹤0.01% 2322
2013
Q4 		$2.02M Buy
221,195
+4,148
+2% +$35K ﹤0.01% 2285
2013
Q3 		$1.61M Buy
217,047
+23,635
+12% +$170K ﹤0.01% 2302
2013
Q2 		$1.3M Buy
+193,412
New +$1.25M ﹤0.01% 2309

Other funds holding CBZ

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
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
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Geode Capital Management increased its CBIZ (CBZ) stake by 8.5% in Q2 2026, buying an estimated $3.05M and bringing the position to 1,257,357 shares worth $40.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Geode Capital Management first reported a position in CBZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $90.8M in Q4 2024. 242 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Geode Capital Management held 1,257,357 shares of CBIZ worth $40.3M as of Q2 2026.
  • Geode Capital Management bought 97,978 CBIZ shares in Q2 2026, an estimated $3.05M.
  • CBIZ made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1742 holding.
  • Geode Capital Management first reported a position in CBIZ in Q2 2013 and has held it in 53 quarters since.
  • Geode Capital Management's CBIZ position peaked at $90.8M in Q4 2024.
  • 242 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.