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Global Retirement Partners’s CBIZ CBZ Stock Holding History

Global Retirement Partners’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 		$6.29K Buy
+196
New +$6.1K ﹤0.01% 3616
2025
Q4 		$10.4K Buy
+206
New +$10.8K ﹤0.01% 3141
2024
Q3 		– Sell
-3
Closed -$222 – 3525
2024
Q2 		$222 Hold
3
– – ﹤0.01% 3405
2024
Q1 		$236 Hold
3
– – ﹤0.01% 3242
2023
Q4 		$188 Hold
3
– – ﹤0.01% 3230
2023
Q3 		$157 Buy
+3
New +$162 ﹤0.01% 3139

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 $3.38T AUM 44.17% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Global Retirement Partners's CBZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in CBIZ (CBZ) in Q2 2026: 196 shares worth $6.29K. The stake represents ﹤0.01% of the portfolio and ranks #3616 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CBZ as recently as Q4 2025.

Global Retirement Partners first reported a position in CBZ in Q3 2023 and has held it in 6 quarters since. The position peaked at $10.4K in Q4 2025. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Global Retirement Partners held 196 shares of CBIZ worth $6.29K as of Q2 2026.
  • CBIZ was a new Global Retirement Partners position in Q2 2026.
  • CBIZ made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3616 holding.
  • Global Retirement Partners first reported a position in CBIZ in Q3 2023 and has held it in 6 quarters since.
  • Global Retirement Partners's CBIZ position peaked at $10.4K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.