Jones Financial Companies
CBZ icon

Jones Financial Companies’s CBIZ CBZ Stock Holding History

Jones Financial Companies’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 		$124K Buy
3,936
+527
+15% +$16.4K ﹤0.01% 2772
2026
Q1 		$89.1K Buy
3,409
+3,042
+829% +$107K ﹤0.01% 2713
2025
Q4 		$18.5K Sell
367
-127
-26% -$6.68K ﹤0.01% 2961
2025
Q3 		$26K Buy
494
+6
+1% +$387 ﹤0.01% 2659
2025
Q2 		$34.7K Buy
488
+75
+18% +$5.43K ﹤0.01% 2366
2025
Q1 		$31K Buy
413
+233
+129% +$18.7K ﹤0.01% 2250
2024
Q4 		$14.7K Hold
180
– – ﹤0.01% 2371
2024
Q3 		$12K Hold
180
– – ﹤0.01% 2156
2024
Q2 		$13.3K Buy
+180
New +$13.6K ﹤0.01% 1666

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

Jones Financial Companies's CBZ Position: Q2 2026 in Review

Jones Financial Companies increased its CBIZ (CBZ) stake by 15% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,936 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

Jones Financial Companies first reported a position in CBZ in Q2 2024 and has held it in 9 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Jones Financial Companies held 3,936 shares of CBIZ worth $124K as of Q2 2026.
  • Jones Financial Companies bought 527 CBIZ shares in Q2 2026, an estimated $16.4K.
  • CBIZ made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2772 holding.
  • Jones Financial Companies first reported a position in CBIZ in Q2 2024 and has held it in 9 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.