James T. Borello’s CBIZ CBZ Stock Holding History

James T. Borello’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 Q3	$164	Hold	3	–	–	﹤0.01%	1147
2026 Q2	$96	Hold	3	–	–	﹤0.01%	1192
2026 Q1	$81	Buy	+3	New	+$106	﹤0.01%	1185

Other funds holding CBZ

Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

OIA

Oakmont Investment Advisors Pittsburgh, Pennsylvania $148M AUM 63.88% 1-Year Est. Return

James T. Borello's CBZ Position: Q3 2026 in Review

James T. Borello held its CBIZ (CBZ) position steady in Q3 2026 at 3 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

James T. Borello first reported a position in CBZ in Q1 2026 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

James T. Borello held 3 shares of CBIZ worth $164 as of Q3 2026.
James T. Borello left its CBIZ share count unchanged in Q3 2026.
CBIZ made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1147 holding.
James T. Borello first reported a position in CBIZ in Q1 2026 and has held it in 3 quarters since.
52 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.