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JFS Wealth Advisors’s CBIZ CBZ Stock Holding History

JFS Wealth Advisors’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
-10
Closed -$505 – 1899
2025
Q4 		$505 Sell
10
-2
-17% -$105 ﹤0.01% 1799
2025
Q3 		$636 Hold
12
– – ﹤0.01% 1719
2025
Q2 		$861 Sell
12
-1
-8% -$72 ﹤0.01% 1603
2025
Q1 		$987 Hold
13
– – ﹤0.01% 1647
2024
Q4 		$1.06K Sell
13
-5
-28% -$374 ﹤0.01% 1661
2024
Q3 		$1.21K Buy
18
+6
+50% +$436 ﹤0.01% 1654
2024
Q2 		$890 Hold
12
– – ﹤0.01% 1691
2024
Q1 		$942 Hold
12
– – ﹤0.01% 1675
2023
Q4 		$752 Sell
12
-1
-8% -$56 ﹤0.01% 1711
2023
Q3 		$675 Buy
13
+1
+8% +$54 ﹤0.01% 1682
2023
Q2 		$640 Hold
12
– – ﹤0.01% 1711
2023
Q1 		$594 Buy
12
+1
+9% +$48 ﹤0.01% 1698
2022
Q4 		$515 Hold
11
– – ﹤0.01% 1729
2022
Q3 		$0 Buy
11
+4
+57% +$175 ﹤0.01% 1752
2022
Q2 		$0 Buy
+7
New +$283 ﹤0.01% 1764

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

JFS Wealth Advisors's CBZ Position: Q1 2026 in Review

JFS Wealth Advisors sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 10 shares — an estimated $505 sold.

JFS Wealth Advisors first reported a position in CBZ in Q2 2022 and held it in 15 quarters. The position peaked at $1.21K in Q3 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • JFS Wealth Advisors reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 10 CBIZ shares in Q1 2026, an estimated $505.
  • JFS Wealth Advisors first reported a position in CBIZ in Q2 2022 and held it in 15 quarters.
  • JFS Wealth Advisors's CBIZ position peaked at $1.21K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.