JPL Wealth Management’s CBIZ CBZ Stock Holding History

JPL Wealth Management’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	$1.73K	Buy	54 +10	+23%	+$311	﹤0.01%	1126
2026 Q1	$1.18K	Buy	+44	New	+$1.55K	﹤0.01%	1150
2025 Q4	–	Sell	-5	Closed	-$265	–	285
2025 Q3	$265	Buy	+5	New	+$322	﹤0.01%	1126

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JPL Wealth Management's CBZ Position: Q2 2026 in Review

JPL Wealth Management increased its CBIZ (CBZ) stake by 23% in Q2 2026, buying an estimated $311 and bringing the position to 54 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

JPL Wealth Management first reported a position in CBZ in Q3 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

JPL Wealth Management held 54 shares of CBIZ worth $1.73K as of Q2 2026.
JPL Wealth Management bought 10 CBIZ shares in Q2 2026, an estimated $311.
CBIZ made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1126 holding.
JPL Wealth Management first reported a position in CBIZ in Q3 2025 and has held it in 3 quarters since.
261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.