Helium Advisors’s CBIZ CBZ Stock Holding History

Helium Advisors’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	$459K	Buy	14,300 +4,500	+46%	+$140K	0.38%	57
2026 Q1	$263K	Sell	9,800 -5,000	-34%	-$176K	0.25%	81
2025 Q4	$747K	Buy	14,800 +6,000	+68%	+$315K	0.76%	33
2025 Q3	$466K	Buy	8,800 +3,300	+60%	+$213K	0.39%	48
2025 Q2	$394K	Buy	+5,500	New	+$398K	0.25%	65

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

Helium Advisors's CBZ Position: Q2 2026 in Review

Helium Advisors increased its CBIZ (CBZ) stake by 46% in Q2 2026, buying an estimated $140K and bringing the position to 14,300 shares worth $459K. The position accounts for 0.38% of the portfolio, ranked #57.

Helium Advisors first reported a position in CBZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $747K in Q4 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Helium Advisors held 14,300 shares of CBIZ worth $459K as of Q2 2026.
Helium Advisors bought 4,500 CBIZ shares in Q2 2026, an estimated $140K.
CBIZ made up 0.38% of Helium Advisors's portfolio in Q2 2026, its #57 holding.
Helium Advisors first reported a position in CBIZ in Q2 2025 and has held it in 5 quarters since.
Helium Advisors's CBIZ position peaked at $747K in Q4 2025.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.