GKIM
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GW&K Investment Management’s CBIZ CBZ Stock Holding History

GW&K Investment 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
Q1 		$12.8M Sell
478,267
-300,766
-39% -$10.6M 0.11% 243
2025
Q4 		$39.3M Buy
779,033
+21,603
+3% +$1.14M 0.34% 115
2025
Q3 		$40.1M Sell
757,430
-12,130
-2% -$782K 0.35% 105
2025
Q2 		$55.2M Sell
769,560
-123,956
-14% -$8.97M 0.49% 64
2025
Q1 		$67.8M Buy
893,516
+78,811
+10% +$6.34M 0.63% 38
2024
Q4 		$66.7M Sell
814,705
-3,523
-0.4% -$263K 0.57% 51
2024
Q3 		$55.1M Sell
818,228
-21,501
-3% -$1.56M 0.47% 74
2024
Q2 		$62.2M Sell
839,729
-35,535
-4% -$2.69M 0.57% 54
2024
Q1 		$68.7M Sell
875,264
-229,946
-21% -$16M 0.61% 43
2023
Q4 		$69.2M Buy
1,105,210
+78,515
+8% +$4.43M 0.65% 37
2023
Q3 		$53.3M Buy
1,026,695
+68,451
+7% +$3.69M 0.54% 63
2023
Q2 		$51.1M Buy
958,244
+8,556
+0.9% +$440K 0.48% 77
2023
Q1 		$47M Buy
949,688
+605,342
+176% +$29.2M 0.45% 93
2022
Q4 		$16.1M Buy
344,346
+117,030
+51% +$5.56M 0.16% 188
2022
Q3 		$9.72M Sell
227,316
-17,830
-7% -$780K 0.11% 205
2022
Q2 		$9.8M Sell
245,146
-9,790
-4% -$396K 0.11% 207
2022
Q1 		$10.7M Sell
254,936
-7,050
-3% -$276K 0.1% 211
2021
Q4 		$10.2M Sell
261,986
-13,560
-5% -$506K 0.09% 218
2021
Q3 		$8.91M Sell
275,546
-24,555
-8% -$799K 0.08% 221
2021
Q2 		$9.83M Buy
300,101
+24,971
+9% +$835K 0.09% 222
2021
Q1 		$8.99M Sell
275,130
-19,430
-7% -$572K 0.08% 221
2020
Q4 		$7.84M Buy
294,560
+137,563
+88% +$3.39M 0.08% 229
2020
Q3 		$3.59M Sell
156,997
-7,475
-5% -$177K 0.05% 256
2020
Q2 		$3.94M Sell
164,472
-44,655
-21% -$1.01M 0.06% 248
2020
Q1 		$4.38M Sell
209,127
-42,970
-17% -$1.09M 0.08% 226
2019
Q4 		$6.8M Sell
252,097
-6,765
-3% -$176K 0.09% 224
2019
Q3 		$6.08M Sell
258,862
-14,075
-5% -$316K 0.09% 223
2019
Q2 		$5.35M Buy
+272,937
New +$5.47M 0.08% 230

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GW&K Investment Management's CBZ Position: Q1 2026 in Review

GW&K Investment Management reduced its CBIZ (CBZ) stake by 39% in Q1 2026, selling an estimated $10.6M and leaving 478,267 shares worth $12.8M. The position accounts for 0.11% of the portfolio, ranked #243.

GW&K Investment Management first reported a position in CBZ in Q2 2019 and has held it in 28 quarters since. The position peaked at $69.2M in Q4 2023. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • GW&K Investment Management held 478,267 shares of CBIZ worth $12.8M as of Q1 2026.
  • GW&K Investment Management sold 300,766 CBIZ shares in Q1 2026, an estimated $10.6M.
  • CBIZ made up 0.11% of GW&K Investment Management's portfolio in Q1 2026, its #243 holding.
  • GW&K Investment Management first reported a position in CBIZ in Q2 2019 and has held it in 28 quarters since.
  • GW&K Investment Management's CBIZ position peaked at $69.2M in Q4 2023.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.