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HRT Financial’s CBIZ CBZ Stock Holding History

HRT Financial’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
2025
Q4 		– Sell
-4,940
Closed -$261K – 3242
2025
Q3 		$261K Buy
+4,940
New +$319K ﹤0.01% 2259
2024
Q4 		– Sell
-13,250
Closed -$891K – 2493
2024
Q3 		$891K Buy
+13,250
New +$963K ﹤0.01% 1299
2023
Q4 		– Sell
-4,614
Closed -$239K – 2372
2023
Q3 		$239K Buy
+4,614
New +$249K ﹤0.01% 1762
2023
Q1 		– Sell
-13,443
Closed -$629K – 2550
2022
Q4 		$629K Buy
13,443
+5,531
+70% +$263K 0.01% 1265
2022
Q3 		$338K Sell
7,912
-21,410
-73% -$936K ﹤0.01% 1916
2022
Q2 		$1.17M Buy
+29,322
New +$1.18M 0.01% 820
2022
Q1 		– Sell
-16,447
Closed -$643K – 3160
2021
Q4 		$643K Sell
16,447
-5,907
-26% -$220K ﹤0.01% 1569
2021
Q3 		$722K Buy
22,354
+8,155
+57% +$265K ﹤0.01% 1688
2021
Q2 		$465K Buy
+14,199
New +$475K ﹤0.01% 1852
2021
Q1 		– Sell
-14,089
Closed -$374K – 2723
2020
Q4 		$374K Sell
14,089
-7,995
-36% -$197K 0.01% 1166
2020
Q3 		$505K Buy
+22,084
New +$524K 0.01% 870

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRT Financial's CBZ Position: Q4 2025 in Review

HRT Financial sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 4,940 shares — an estimated $261K sold.

HRT Financial first reported a position in CBZ in Q3 2020 and held it in 11 quarters. The position peaked at $1.17M in Q2 2022. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • HRT Financial reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 4,940 CBIZ shares in Q4 2025, an estimated $261K.
  • HRT Financial first reported a position in CBIZ in Q3 2020 and held it in 11 quarters.
  • HRT Financial's CBIZ position peaked at $1.17M in Q2 2022.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.