IFP Advisors’s CBIZ CBZ Stock Holding History

IFP 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	$1.64K	Buy	51 +32	+168%	+$995	﹤0.01%	4323
2026 Q1	$510	Buy	19 +18	+1,800%	+$635	﹤0.01%	4413
2025 Q4	$50	Buy	+1	New	+$53	﹤0.01%	4701
2025 Q2	–	Sell	-20	Closed	-$1.45K	–	3482
2025 Q1	$1.67K	Hold	20	–	–	﹤0.01%	3197
2024 Q4	$1.8K	Sell	20 -559	-97%	-$41.8K	﹤0.01%	3140
2024 Q3	$39K	Sell	579 -1,551	-73%	-$113K	﹤0.01%	1844
2024 Q2	$158K	Hold	2,130	–	–	0.01%	1150
2024 Q1	$167K	Buy	+2,130	New	+$148K	0.01%	1086
2023 Q1	–	Sell	-43	Closed	-$2K	–	3526
2022 Q4	$2K	Hold	43	–	–	﹤0.01%	4122
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	4323
2022 Q2	$2K	Hold	43	–	–	﹤0.01%	4091
2022 Q1	$2K	Hold	43	–	–	﹤0.01%	4091
2021 Q4	$2K	Buy	43 +10	+30%	+$373	﹤0.01%	2754
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	2824
2021 Q2	$1K	Hold	33	–	–	﹤0.01%	2868
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	2796
2020 Q4	$1K	Sell	33 -49	-60%	-$1.21K	﹤0.01%	2734
2020 Q3	$2K	Hold	82	–	–	﹤0.01%	2453
2020 Q2	$2K	Hold	82	–	–	﹤0.01%	2362
2020 Q1	$2K	Hold	82	–	–	﹤0.01%	2334
2019 Q4	$2K	Hold	82	–	–	﹤0.01%	2487
2019 Q3	$2K	Buy	+82	New	+$1.84K	﹤0.01%	2660
2017 Q1	–	Sell	-13	Closed	–	–	4003
2016 Q4	$0	Hold	13	–	–	﹤0.01%	3987
2016 Q3	$0	Hold	13	–	–	﹤0.01%	3914
2016 Q2	$0	Buy	+13	New	+$134	﹤0.01%	3855
2016 Q1	–	Sell	-13	Closed	–	–	2502
2015 Q4	$0	Buy	+13	New	+$138	﹤0.01%	3728

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

IFP Advisors's CBZ Position: Q2 2026 in Review

IFP Advisors increased its CBIZ (CBZ) stake by 168% in Q2 2026, buying an estimated $995 and bringing the position to 51 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #4323.

IFP Advisors first reported a position in CBZ in Q4 2015 and has held it in 26 quarters since. The position peaked at $167K in Q1 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

IFP Advisors held 51 shares of CBIZ worth $1.64K as of Q2 2026.
IFP Advisors bought 32 CBIZ shares in Q2 2026, an estimated $995.
CBIZ made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4323 holding.
IFP Advisors first reported a position in CBIZ in Q4 2015 and has held it in 26 quarters since.
IFP Advisors's CBIZ position peaked at $167K in Q1 2024.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.