Hughes Financial Services’s CBIZ CBZ Stock Holding History

Hughes Financial Services’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	$257	Buy	8 +6	+300%	+$187	﹤0.01%	1217
2026 Q1	$54	Buy	+2	New	+$71	﹤0.01%	1431

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

Hughes Financial Services's CBZ Position: Q2 2026 in Review

Hughes Financial Services increased its CBIZ (CBZ) stake by 300% in Q2 2026, buying an estimated $187 and bringing the position to 8 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Hughes Financial Services first reported a position in CBZ in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Hughes Financial Services held 8 shares of CBIZ worth $257 as of Q2 2026.
Hughes Financial Services bought 6 CBIZ shares in Q2 2026, an estimated $187.
CBIZ made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1217 holding.
Hughes Financial Services first reported a position in CBIZ in Q1 2026 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.