KG
CBZ icon

Kilter Group’s CBIZ CBZ Stock Holding History

Kilter Group’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 		$2.77K Buy
103
+65
+171% +$2.29K ﹤0.01% 822
2025
Q4 		$1.92K Buy
+38
New +$2K ﹤0.01% 807

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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

Kilter Group's CBZ Position: Q1 2026 in Review

Kilter Group increased its CBIZ (CBZ) stake by 171% in Q1 2026, buying an estimated $2.29K and bringing the position to 103 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Kilter Group first reported a position in CBZ in Q4 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Kilter Group held 103 shares of CBIZ worth $2.77K as of Q1 2026.
  • Kilter Group bought 65 CBIZ shares in Q1 2026, an estimated $2.29K.
  • CBIZ made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #822 holding.
  • Kilter Group first reported a position in CBIZ in Q4 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.