HWA
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HHM Wealth Advisors’s CBIZ CBZ Stock Holding History

HHM Wealth 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 		$225K Buy
7,000
+3,000
+75% +$93.3K 0.02% 200
2026
Q1 		$107K Buy
+4,000
New +$141K 0.01% 261

Other funds holding CBZ

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HHM Wealth Advisors's CBZ Position: Q2 2026 in Review

HHM Wealth Advisors increased its CBIZ (CBZ) stake by 75% in Q2 2026, buying an estimated $93.3K and bringing the position to 7,000 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #200.

HHM Wealth Advisors first reported a position in CBZ in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • HHM Wealth Advisors held 7,000 shares of CBIZ worth $225K as of Q2 2026.
  • HHM Wealth Advisors bought 3,000 CBIZ shares in Q2 2026, an estimated $93.3K.
  • CBIZ made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • HHM Wealth Advisors first reported a position in CBIZ in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.