Jump Financial’s CBIZ CBZ Stock Holding History

Jump Financial’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	$507K	Sell	15,792 -39,308	-71%	-$1.22M	﹤0.01%	1451
2026 Q1	$1.48M	Buy	+55,100	New	+$1.94M	0.02%	774
2025 Q3	–	Sell	-5,902	Closed	-$423K	–	1834
2025 Q2	$423K	Buy	+5,902	New	+$427K	﹤0.01%	1301
2024 Q4	–	Sell	-4,012	Closed	-$270K	–	1677
2024 Q3	$270K	Buy	+4,012	New	+$292K	0.01%	1354
2024 Q2	–	Sell	-17,265	Closed	-$1.36M	–	1840
2024 Q1	$1.36M	Sell	17,265 -8,381	-33%	-$583K	0.04%	626
2023 Q4	$1.61M	Buy	+25,646	New	+$1.45M	0.05%	485
2023 Q3	–	Sell	-8,588	Closed	-$458K	–	1876
2023 Q2	$458K	Buy	+8,588	New	+$442K	0.02%	1081
2022 Q4	–	Sell	-24,714	Closed	-$1.06M	–	1604
2022 Q3	$1.06M	Buy	+24,714	New	+$1.08M	0.04%	596

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

Jump Financial's CBZ Position: Q2 2026 in Review

Jump Financial reduced its CBIZ (CBZ) stake by 71% in Q2 2026, selling an estimated $1.22M and leaving 15,792 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Jump Financial first reported a position in CBZ in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.61M in Q4 2023. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Jump Financial held 15,792 shares of CBIZ worth $507K as of Q2 2026.
Jump Financial sold 39,308 CBIZ shares in Q2 2026, an estimated $1.22M.
CBIZ made up ﹤0.01% of Jump Financial's portfolio in Q2 2026, its #1451 holding.
Jump Financial first reported a position in CBIZ in Q3 2022 and has held it in 8 quarters since.
Jump Financial's CBIZ position peaked at $1.61M in Q4 2023.
260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.