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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's CBZ Position: Q4 2025 in Review

Global Retirement Partners opened a new position in CBIZ (CBZ) in Q4 2025: 206 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #3141 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CBZ as recently as Q2 2024.

Global Retirement Partners first reported a position in CBZ in Q3 2023 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • Global Retirement Partners held 206 shares of CBIZ worth $10.4K as of Q4 2025.
  • CBIZ was a new Global Retirement Partners position in Q4 2025.
  • CBIZ made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3141 holding.
  • Global Retirement Partners first reported a position in CBIZ in Q3 2023 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.