IAAG
CBZ icon

Innovative Asset Advisors Group’s CBIZ CBZ Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-20
Closed -$537 – 397
2026
Q1 		$537 Buy
+20
New +$705 ﹤0.01% 986

Other funds holding CBZ

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
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

Innovative Asset Advisors Group's CBZ Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 20 shares — an estimated $537 sold.

Innovative Asset Advisors Group first reported a position in CBZ in Q1 2026 and held it in 1 quarter. The position peaked at $537 in Q1 2026. 242 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 20 CBIZ shares in Q2 2026, an estimated $537.
  • Innovative Asset Advisors Group first reported a position in CBIZ in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's CBIZ position peaked at $537 in Q1 2026.
  • 242 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.