JF
CBZ icon

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
Q1 		$1.48M Buy
+55,100
New +$1.94M 0.02% 774
2025
Q3 		– Sell
-5,902
Closed -$423K – 1819
2025
Q2 		$423K Buy
+5,902
New +$427K 0.01% 1292
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return