HighTower Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $981K | Buy |
30,581
+213
| +0.7% | +$6.62K | ﹤0.01% | 2254 |
|
|
2026
Q1 | $815K | Sell |
30,368
-754
| -2% | -$26.6K | ﹤0.01% | 2341 |
|
|
2025
Q4 | $1.57M | Sell |
31,122
-765
| -2% | -$40.2K | ﹤0.01% | 1813 |
|
|
2025
Q3 | $1.69M | Buy |
31,887
+64
| +0.2% | +$4.13K | ﹤0.01% | 1732 |
|
|
2025
Q2 | $2.28M | Sell |
31,823
-7
| -0% | -$506 | ﹤0.01% | 1497 |
|
|
2025
Q1 | $2.41M | Buy |
31,830
+8
| +0% | +$643 | ﹤0.01% | 1429 |
|
|
2024
Q4 | $2.6M | Buy |
31,822
+5
| +0% | +$374 | ﹤0.01% | 1362 |
|
|
2024
Q3 | $2.14M | Buy |
31,817
+2
| +0% | +$145 | ﹤0.01% | 1479 |
|
|
2024
Q2 | $2.36M | Sell |
31,815
-4,999
| -14% | -$378K | ﹤0.01% | 1358 |
|
|
2024
Q1 | $2.89M | Buy |
36,814
+21,533
| +141% | +$1.5M | ﹤0.01% | 1238 |
|
|
2023
Q4 | $956K | Buy |
15,281
+112
| +0.7% | +$6.32K | ﹤0.01% | 1859 |
|
|
2023
Q3 | $789K | Buy |
15,169
+1,000
| +7% | +$53.9K | ﹤0.01% | 1926 |
|
|
2023
Q2 | $755K | Sell |
14,169
-51
| -0.4% | -$2.62K | ﹤0.01% | 1916 |
|
|
2023
Q1 | $704K | Sell |
14,220
-860
| -6% | -$41.4K | ﹤0.01% | 1877 |
|
|
2022
Q4 | $705K | Buy |
15,080
+6,737
| +81% | +$320K | ﹤0.01% | 1888 |
|
|
2022
Q3 | $357K | Hold |
8,343
| – | – | ﹤0.01% | 2235 |
|
|
2022
Q2 | $334K | Buy |
8,343
+49
| +0.6% | +$1.98K | ﹤0.01% | 2287 |
|
|
2022
Q1 | $348K | Sell |
8,294
-421
| -5% | -$16.5K | ﹤0.01% | 2416 |
|
|
2021
Q4 | $341K | Buy |
8,715
+238
| +3% | +$8.87K | ﹤0.01% | 2397 |
|
|
2021
Q3 | $274K | Buy |
8,477
+56
| +0.7% | +$1.82K | ﹤0.01% | 2478 |
|
|
2021
Q2 | $276K | Buy |
8,421
+6
| +0.1% | +$201 | ﹤0.01% | 2429 |
|
|
2021
Q1 | $276K | Sell |
8,415
-1,872
| -18% | -$55.1K | ﹤0.01% | 2358 |
|
|
2020
Q4 | $273K | Buy |
10,287
+993
| +11% | +$24.4K | ﹤0.01% | 1999 |
|
|
2020
Q3 | $212K | Sell |
9,294
-2,257
| -20% | -$53.6K | ﹤0.01% | 2049 |
|
|
2020
Q2 | $278K | Sell |
11,551
-72
| -0.6% | -$1.63K | ﹤0.01% | 1791 |
|
|
2020
Q1 | $244K | Buy |
11,623
+1,130
| +11% | +$28.8K | ﹤0.01% | 1676 |
|
|
2019
Q4 | $284K | Sell |
10,493
-1,081
| -9% | -$28.1K | ﹤0.01% | 1756 |
|
|
2019
Q3 | $273K | Buy |
+11,574
| New | +$260K | ﹤0.01% | 1858 |
|
|
2013
Q3 | – | Sell |
-44,837
| Closed | -$301K | – | 1364 |
|
|
2013
Q2 | $301K | Buy |
+44,837
| New | +$291K | 0.01% | 991 |
|
Other funds holding CBZ
2C
PCP
HighTower Advisors's CBZ Position: Q2 2026 in Review
HighTower Advisors increased its CBIZ (CBZ) stake by 0.7% in Q2 2026, buying an estimated $6.62K and bringing the position to 30,581 shares worth $981K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.
HighTower Advisors first reported a position in CBZ in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.89M in Q1 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.
- HighTower Advisors held 30,581 shares of CBIZ worth $981K as of Q2 2026.
- HighTower Advisors bought 213 CBIZ shares in Q2 2026, an estimated $6.62K.
- CBIZ made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2254 holding.
- HighTower Advisors first reported a position in CBIZ in Q2 2013 and has held it in 29 quarters since.
- HighTower Advisors's CBIZ position peaked at $2.89M in Q1 2024.
- 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.