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Johnson Financial Group Inc (Wisconsin)’s CBIZ CBZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-1,005
Closed -$27K – 837
2026
Q1 		$27K Hold
1,005
– – ﹤0.01% 537
2025
Q4 		$50.7K Hold
1,005
– – ﹤0.01% 501
2025
Q3 		$53.2K Buy
+1,005
New +$64.8K ﹤0.01% 592
2025
Q1 		– Sell
-82
Closed -$7.04K – 869
2024
Q4 		$7.04K Sell
82
-1,026
-93% -$76.7K ﹤0.01% 679
2024
Q3 		$74.6K Buy
1,108
+103
+10% +$7.49K ﹤0.01% 477
2024
Q2 		$74.5K Buy
+1,005
New +$75.9K ﹤0.01% 410
2024
Q1 		– Sell
-1,005
Closed -$62.9K – 807
2023
Q4 		$62.9K Buy
+1,005
New +$56.7K ﹤0.01% 427

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

Johnson Financial Group Inc (Wisconsin)'s CBZ Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 1,005 shares — an estimated $27K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in CBZ in Q4 2023 and held it in 7 quarters. The position peaked at $74.6K in Q3 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,005 CBIZ shares in Q2 2026, an estimated $27K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in CBIZ in Q4 2023 and held it in 7 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s CBIZ position peaked at $74.6K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.