Graham Capital Management’s CBIZ CBZ Stock Holding History

Graham 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	–	Sell	-13,303	Closed	-$357K	–	1281
2026 Q1	$357K	Buy	+13,303	New	+$469K	0.01%	748
2023 Q1	–	Sell	-32,192	Closed	-$1.51M	–	1080
2022 Q4	$1.51M	Buy	+32,192	New	+$1.53M	0.05%	386

Other funds holding CBZ

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

PCP

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

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

Graham Capital Management sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 13,303 shares — an estimated $357K sold.

Graham Capital Management first reported a position in CBZ in Q4 2022 and held it in 2 quarters. The position peaked at $1.51M in Q4 2022. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Graham Capital Management reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
Graham Capital Management sold 13,303 CBIZ shares in Q2 2026, an estimated $357K.
Graham Capital Management first reported a position in CBIZ in Q4 2022 and held it in 2 quarters.
Graham Capital Management's CBIZ position peaked at $1.51M in Q4 2022.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.