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INVST’s CBIZ CBZ Stock Holding History

INVST’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
-5,829
Closed -$294K – 346
2025
Q4 		$294K Buy
+5,829
New +$306K 0.03% 273

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

INVST's CBZ Position: Q1 2026 in Review

INVST sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 5,829 shares — an estimated $294K sold.

INVST first reported a position in CBZ in Q4 2025 and held it in 1 quarter. The position peaked at $294K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • INVST reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • INVST sold 5,829 CBIZ shares in Q1 2026, an estimated $294K.
  • INVST first reported a position in CBIZ in Q4 2025 and held it in 1 quarter.
  • INVST's CBIZ position peaked at $294K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.