Global Financial Private Client’s CBIZ CBZ Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-411	Closed	-$31.2K	–	441
2025 Q1	$31.2K	Buy	411 +3	+0.7%	+$241	0.01%	387
2024 Q4	$33.4K	Buy	408 +2	+0.5%	+$150	0.01%	360
2024 Q3	$27.3K	Hold	406	–	–	0.01%	387
2024 Q2	$30.1K	Hold	406	–	–	0.01%	351
2024 Q1	$31.6K	Hold	406	–	–	0.01%	348
2023 Q4	$25.4K	Hold	406	–	–	0.01%	367
2023 Q3	$20.8K	Hold	406	–	–	0.01%	371
2023 Q2	$21.8K	Hold	406	–	–	0.01%	368
2023 Q1	$20.2K	Hold	406	–	–	0.01%	373
2022 Q4	$19K	Hold	406	–	–	0.01%	361
2022 Q3	$18.2K	Hold	406	–	–	0.01%	361
2022 Q2	$16.5K	Hold	406	–	–	0.01%	357
2022 Q1	$17.1K	Hold	406	–	–	0.01%	360
2021 Q4	$15.9K	Hold	406	–	–	0.01%	356
2021 Q3	$13.4K	Hold	406	–	–	0.01%	323
2021 Q2	$13.5K	Hold	406	–	–	0.01%	330
2021 Q1	$13.4K	Buy	+406	New	+$12K	0.01%	295

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Global Financial Private Client's CBZ Position: Q2 2025 in Review

Global Financial Private Client sold out of CBIZ (CBZ) in Q2 2025, closing a stake of 411 shares — an estimated $31.2K sold.

Global Financial Private Client first reported a position in CBZ in Q1 2021 and held it in 17 quarters. The position peaked at $33.4K in Q4 2024. 275 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

Global Financial Private Client reported no remaining CBIZ position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 411 CBIZ shares in Q2 2025, an estimated $31.2K.
Global Financial Private Client first reported a position in CBIZ in Q1 2021 and held it in 17 quarters.
Global Financial Private Client's CBIZ position peaked at $33.4K in Q4 2024.
275 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.