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Harbour Investments’s CBIZ CBZ Stock Holding History

Harbour Investments’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 		$859 Buy
32
+7
+28% +$247 ﹤0.01% 4134
2025
Q4 		$1.26K Buy
+25
New +$1.31K ﹤0.01% 3410
2021
Q4 		– Sell
-900
Closed -$29K – 2776
2021
Q3 		$29K Hold
900
– – ﹤0.01% 2084
2021
Q2 		$29K Hold
900
– – ﹤0.01% 2116
2021
Q1 		$29K Buy
+900
New +$26.5K ﹤0.01% 1982

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

Harbour Investments's CBZ Position: Q1 2026 in Review

Harbour Investments increased its CBIZ (CBZ) stake by 28% in Q1 2026, buying an estimated $247 and bringing the position to 32 shares worth $859. The position accounts for ﹤0.01% of the portfolio, ranked #4134.

Harbour Investments first reported a position in CBZ in Q1 2021 and has held it in 5 quarters since. The position peaked at $29K in Q3 2021. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Harbour Investments held 32 shares of CBIZ worth $859 as of Q1 2026.
  • Harbour Investments bought 7 CBIZ shares in Q1 2026, an estimated $247.
  • CBIZ made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #4134 holding.
  • Harbour Investments first reported a position in CBIZ in Q1 2021 and has held it in 5 quarters since.
  • Harbour Investments's CBIZ position peaked at $29K in Q3 2021.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.