Janney Montgomery Scott
CBZ icon

Janney Montgomery Scott’s CBIZ CBZ Stock Holding History

Janney Montgomery Scott’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 		$772K Buy
+24,058
New +$748K ﹤0.01% 2090
2025
Q2 		– Sell
-3,022
Closed -$229K – 2716
2025
Q1 		$229K Sell
3,022
-1,500
-33% -$121K ﹤0.01% 2464
2024
Q4 		$370K Hold
4,522
– – ﹤0.01% 2181
2024
Q3 		$304K Buy
4,522
+22
+0.5% +$1.6K ﹤0.01% 2279
2024
Q2 		$333K Hold
4,500
– – ﹤0.01% 2150
2024
Q1 		$353K Sell
4,500
-1,799
-29% -$125K ﹤0.01% 2231
2023
Q4 		$394K Hold
6,299
– – ﹤0.01% 2063
2023
Q3 		$327K Sell
6,299
-1,000
-14% -$53.9K ﹤0.01% 2075
2023
Q2 		$389K Buy
+7,299
New +$375K ﹤0.01% 2052
2022
Q3 		– Sell
-44,445
Closed -$1.74M – 2507
2022
Q2 		$1.74M Buy
44,445
+1,445
+3% +$58.4K 0.01% 991
2022
Q1 		$1.8M Sell
43,000
-2,516
-6% -$98.5K 0.01% 959
2021
Q4 		$1.78M Buy
45,516
+3,567
+9% +$133K 0.01% 1036
2021
Q3 		$1.36M Sell
41,949
-1,660
-4% -$54K 0.01% 1137
2021
Q2 		$1.43M Buy
43,609
+14,673
+51% +$490K 0.01% 1101
2021
Q1 		$945K Buy
28,936
+745
+3% +$21.9K ﹤0.01% 1220
2020
Q4 		$750K Buy
28,191
+6,402
+29% +$158K ﹤0.01% 1327
2020
Q3 		$498K Sell
21,789
-108
-0.5% -$2.56K ﹤0.01% 1421
2020
Q2 		$525K Buy
21,897
+1,658
+8% +$37.6K ﹤0.01% 1335
2020
Q1 		$423K Sell
20,239
-7,186
-26% -$183K ﹤0.01% 1310
2019
Q4 		$739K Buy
27,425
+699
+3% +$18.2K ﹤0.01% 1233
2019
Q3 		$628K Sell
26,726
-248
-0.9% -$5.58K ﹤0.01% 1257
2019
Q2 		$528K Buy
26,974
+88
+0.3% +$1.76K ﹤0.01% 1403
2019
Q1 		$544K Sell
26,886
-289
-1% -$5.84K ﹤0.01% 1346
2018
Q4 		$535K Sell
27,175
-3,365
-11% -$71.9K 0.01% 1254
2018
Q3 		$724K Sell
30,540
-402
-1% -$9.31K 0.01% 1236
2018
Q2 		$712K Buy
30,942
+1,299
+4% +$26.3K 0.01% 1185
2018
Q1 		$541K Buy
29,643
+7,391
+33% +$129K 0.01% 1292
2017
Q4 		$344K Buy
+22,252
New +$350K ﹤0.01% 1512

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

Janney Montgomery Scott's CBZ Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in CBIZ (CBZ) in Q2 2026: 24,058 shares worth $772K. The stake represents ﹤0.01% of the portfolio and ranks #2090 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in CBZ as recently as Q1 2025.

Janney Montgomery Scott first reported a position in CBZ in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.8M in Q1 2022. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Janney Montgomery Scott held 24,058 shares of CBIZ worth $772K as of Q2 2026.
  • CBIZ was a new Janney Montgomery Scott position in Q2 2026.
  • CBIZ made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2090 holding.
  • Janney Montgomery Scott first reported a position in CBIZ in Q4 2017 and has held it in 28 quarters since.
  • Janney Montgomery Scott's CBIZ position peaked at $1.8M in Q1 2022.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.