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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
Q2 		$1.03K Hold
32
– – ﹤0.01% 4210
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

Harbour Investments's CBZ Position: Q2 2026 in Review

Harbour Investments held its CBIZ (CBZ) position steady in Q2 2026 at 32 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4210.

Harbour Investments first reported a position in CBZ in Q1 2021 and has held it in 6 quarters since. The position peaked at $29K in Q3 2021. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Harbour Investments held 32 shares of CBIZ worth $1.03K as of Q2 2026.
  • Harbour Investments left its CBIZ share count unchanged in Q2 2026.
  • CBIZ made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4210 holding.
  • Harbour Investments first reported a position in CBIZ in Q1 2021 and has held it in 6 quarters since.
  • Harbour Investments's CBIZ position peaked at $29K in Q3 2021.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.