IFS
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Ifrah Financial Services’s CBIZ CBZ Stock Holding History

Ifrah 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
Q1 		– Sell
-5,155
Closed -$260K – 203
2025
Q4 		$260K Buy
5,155
+2
+0% +$105 0.07% 177
2025
Q3 		$273K Sell
5,153
-43
-0.8% -$2.77K 0.07% 173
2025
Q2 		$373K Sell
5,196
-51
-1% -$3.69K 0.1% 140
2025
Q1 		$398K Sell
5,247
-522
-9% -$42K 0.11% 127
2024
Q4 		$472K Sell
5,769
-129
-2% -$9.64K 0.13% 112
2024
Q3 		$397K Sell
5,898
-292
-5% -$21.2K 0.11% 137
2024
Q2 		$459K Sell
6,190
-227
-4% -$17.2K 0.13% 117
2024
Q1 		$504K Sell
6,417
-161
-2% -$11.2K 0.14% 112
2023
Q4 		$412K Sell
6,578
-88
-1% -$4.97K 0.12% 133
2023
Q3 		$346K Sell
6,666
-56
-0.8% -$3.02K 0.11% 144
2023
Q2 		$358K Sell
6,722
-12
-0.2% -$617 0.11% 142
2023
Q1 		$333K Sell
6,734
-221
-3% -$10.6K 0.11% 145
2022
Q4 		$326K Sell
6,955
-191
-3% -$9.08K 0.11% 145
2022
Q3 		$306K Sell
7,146
-262
-4% -$11.5K 0.11% 143
2022
Q2 		$296K Sell
7,408
-263
-3% -$10.6K 0.1% 154
2022
Q1 		$322K Sell
7,671
-141
-2% -$5.52K 0.09% 160
2021
Q4 		$306K Sell
7,812
-186
-2% -$6.93K 0.08% 166
2021
Q3 		$259K Buy
7,998
+151
+2% +$4.91K 0.07% 176
2021
Q2 		$257K Buy
7,847
+82
+1% +$2.74K 0.07% 178
2021
Q1 		$254K Sell
7,765
-41
-0.5% -$1.21K 0.08% 182
2020
Q4 		$208K Buy
+7,806
New +$192K 0.07% 187

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ifrah Financial Services's CBZ Position: Q1 2026 in Review

Ifrah Financial Services sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 5,155 shares — an estimated $260K sold.

Ifrah Financial Services first reported a position in CBZ in Q4 2020 and held it in 21 quarters. The position peaked at $504K in Q1 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Ifrah Financial Services reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Ifrah Financial Services sold 5,155 CBIZ shares in Q1 2026, an estimated $260K.
  • Ifrah Financial Services first reported a position in CBIZ in Q4 2020 and held it in 21 quarters.
  • Ifrah Financial Services's CBIZ position peaked at $504K in Q1 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Ifrah Financial Services's 13F filing for Q1 2026, filed 22 Apr 2026.