Holocene Advisors
CBZ icon

Holocene Advisors’s CBIZ CBZ Stock Holding History

Holocene 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 		$1.53M Buy
47,794
+11,074
+30% +$344K ﹤0.01% 625
2026
Q1 		$986K Sell
36,720
-1,065
-3% -$37.6K ﹤0.01% 668
2025
Q4 		$1.91M Buy
37,785
+7,383
+24% +$388K ﹤0.01% 509
2025
Q3 		$1.61M Buy
30,402
+24,825
+445% +$1.6M ﹤0.01% 565
2025
Q2 		$400K Buy
+5,577
New +$403K ﹤0.01% 712

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

Holocene Advisors's CBZ Position: Q2 2026 in Review

Holocene Advisors increased its CBIZ (CBZ) stake by 30% in Q2 2026, buying an estimated $344K and bringing the position to 47,794 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Holocene Advisors first reported a position in CBZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q4 2025. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Holocene Advisors held 47,794 shares of CBIZ worth $1.53M as of Q2 2026.
  • Holocene Advisors bought 11,074 CBIZ shares in Q2 2026, an estimated $344K.
  • CBIZ made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #625 holding.
  • Holocene Advisors first reported a position in CBIZ in Q2 2025 and has held it in 5 quarters since.
  • Holocene Advisors's CBIZ position peaked at $1.91M in Q4 2025.
  • 261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.