Handelsbanken Fonder’s CBIZ CBZ Stock Holding History

Handelsbanken Fonder’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	$446K	Sell	13,900 -262,100	-95%	-$8.15M	﹤0.01%	1394
2026 Q1	$7.41M	Sell	276,000 -286,000	-51%	-$10.1M	0.02%	414
2025 Q4	$28.4M	Sell	562,000 -185,000	-25%	-$9.73M	0.09%	202
2025 Q3	$39.6M	Buy	747,000 +285,000	+62%	+$18.4M	0.13%	152
2025 Q2	$33.1M	Buy	462,000 +115,000	+33%	+$8.32M	0.12%	164
2025 Q1	$26.3M	Buy	347,000 +25,000	+8%	+$2.01M	0.11%	182
2024 Q4	$26.3M	Buy	322,000 +30,000	+10%	+$2.24M	0.1%	184
2024 Q3	$19.6M	Buy	292,000 +280,000	+2,333%	+$20.3M	0.08%	235
2024 Q2	$889K	Sell	12,000 -300	-2%	-$22.7K	﹤0.01%	888
2024 Q1	$966K	Hold	12,300	–	–	﹤0.01%	859
2023 Q4	$770K	Sell	12,300 -1,100	-8%	-$62.1K	﹤0.01%	922
2023 Q3	$695K	Buy	13,400 +2,300	+21%	+$124K	﹤0.01%	899
2023 Q2	$591K	Buy	+11,100	New	+$571K	﹤0.01%	980

Other funds holding CBZ

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

WPC

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Handelsbanken Fonder's CBZ Position: Q2 2026 in Review

Handelsbanken Fonder reduced its CBIZ (CBZ) stake by 95% in Q2 2026, selling an estimated $8.15M and leaving 13,900 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Handelsbanken Fonder first reported a position in CBZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $39.6M in Q3 2025. 53 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Handelsbanken Fonder held 13,900 shares of CBIZ worth $446K as of Q2 2026.
Handelsbanken Fonder sold 262,100 CBIZ shares in Q2 2026, an estimated $8.15M.
CBIZ made up ﹤0.01% of Handelsbanken Fonder's portfolio in Q2 2026, its #1394 holding.
Handelsbanken Fonder first reported a position in CBIZ in Q2 2023 and has held it in 13 quarters since.
Handelsbanken Fonder's CBIZ position peaked at $39.6M in Q3 2025.
53 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.