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CBZ icon

Inspire Investing’s CBIZ CBZ Stock Holding History

Inspire Investing’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 		$675K Buy
21,026
+1,822
+9% +$56.7K 0.03% 851
2026
Q1 		$516K Buy
19,204
+9,970
+108% +$352K 0.03% 628
2025
Q4 		$466K Buy
9,234
+647
+8% +$34K 0.04% 656
2025
Q3 		$455K Buy
8,587
+3,132
+57% +$202K 0.04% 521
2025
Q2 		$391K Buy
5,455
+924
+20% +$66.8K 0.04% 462
2025
Q1 		$344K Sell
4,531
-325
-7% -$26.1K 0.04% 553
2024
Q4 		$397K Sell
4,856
-1,302
-21% -$97.3K 0.04% 728
2024
Q3 		$414K Buy
6,158
+1,401
+29% +$102K 0.04% 429
2024
Q2 		$352K Buy
4,757
+190
+4% +$14.4K 0.04% 522
2024
Q1 		$359K Sell
4,567
-1,576
-26% -$110K 0.04% 584
2023
Q4 		$384K Buy
6,143
+196
+3% +$11.1K 0.04% 509
2023
Q3 		$309K Buy
5,947
+38
+0.6% +$2.05K 0.04% 452
2023
Q2 		$315K Buy
5,909
+401
+7% +$20.6K 0.04% 506
2023
Q1 		$273K Buy
5,508
+495
+10% +$23.8K 0.03% 651
2022
Q4 		$235K Buy
5,013
+157
+3% +$7.46K 0.03% 661
2022
Q3 		$208K Buy
+4,856
New +$212K 0.03% 381

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Inspire Investing's CBZ Position: Q2 2026 in Review

Inspire Investing increased its CBIZ (CBZ) stake by 9.5% in Q2 2026, buying an estimated $56.7K and bringing the position to 21,026 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #851.

Inspire Investing first reported a position in CBZ in Q3 2022 and has held it in 16 quarters since. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Inspire Investing held 21,026 shares of CBIZ worth $675K as of Q2 2026.
  • Inspire Investing bought 1,822 CBIZ shares in Q2 2026, an estimated $56.7K.
  • CBIZ made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #851 holding.
  • Inspire Investing first reported a position in CBIZ in Q3 2022 and has held it in 16 quarters since.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.