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J. Safra Asset Management’s CBIZ CBZ Stock Holding History

J. Safra Asset Management’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 		$5.77K Buy
215
+165
+330% +$5.82K ﹤0.01% 442
2025
Q4 		$2.52K Buy
50
+11
+28% +$578 ﹤0.01% 527
2025
Q3 		$2.06K Sell
39
-117
-75% -$7.55K ﹤0.01% 399
2025
Q2 		$11.2K Sell
156
-61
-28% -$4.41K ﹤0.01% 293
2025
Q1 		$16.5K Buy
217
+13
+6% +$1.05K ﹤0.01% 252
2024
Q4 		$16.7K Buy
204
+57
+39% +$4.26K ﹤0.01% 262
2024
Q3 		$9.82K Buy
147
+131
+819% +$9.52K ﹤0.01% 243
2024
Q2 		$1.19K Buy
+16
New +$1.21K ﹤0.01% 233

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

J. Safra Asset Management's CBZ Position: Q1 2026 in Review

J. Safra Asset Management increased its CBIZ (CBZ) stake by 330% in Q1 2026, buying an estimated $5.82K and bringing the position to 215 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

J. Safra Asset Management first reported a position in CBZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.7K in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • J. Safra Asset Management held 215 shares of CBIZ worth $5.77K as of Q1 2026.
  • J. Safra Asset Management bought 165 CBIZ shares in Q1 2026, an estimated $5.82K.
  • CBIZ made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #442 holding.
  • J. Safra Asset Management first reported a position in CBIZ in Q2 2024 and has held it in 8 quarters since.
  • J. Safra Asset Management's CBIZ position peaked at $16.7K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.