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Kestra Investment Management’s CBIZ CBZ Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-64
Closed -$4.86K – 523
2025
Q2 		$4.86K Hold
64
– – ﹤0.01% 798
2025
Q1 		$4.86K Buy
+64
New +$5.15K ﹤0.01% 680

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Investment Management's CBZ Position: Q3 2025 in Review

Kestra Investment Management sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 64 shares — an estimated $4.86K sold.

Kestra Investment Management first reported a position in CBZ in Q1 2025 and held it in 2 quarters. The position peaked at $4.86K in Q2 2025. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Kestra Investment Management reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 64 CBIZ shares in Q3 2025, an estimated $4.86K.
  • Kestra Investment Management first reported a position in CBIZ in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's CBIZ position peaked at $4.86K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.