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Keating Financial Advisory Services’s CBIZ CBZ Stock Holding History

Keating Financial Advisory Services’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 		$17K Hold
530
– – ﹤0.01% 1045
2026
Q1 		$14.2K Buy
530
+30
+6% +$1.06K ﹤0.01% 1018
2025
Q4 		$25.2K Buy
+500
New +$26.3K ﹤0.01% 837

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 $3.38T AUM 44.17% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Keating Financial Advisory Services's CBZ Position: Q2 2026 in Review

Keating Financial Advisory Services held its CBIZ (CBZ) position steady in Q2 2026 at 530 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Keating Financial Advisory Services first reported a position in CBZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.2K in Q4 2025. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Keating Financial Advisory Services held 530 shares of CBIZ worth $17K as of Q2 2026.
  • Keating Financial Advisory Services left its CBIZ share count unchanged in Q2 2026.
  • CBIZ made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1045 holding.
  • Keating Financial Advisory Services first reported a position in CBIZ in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's CBIZ position peaked at $25.2K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.