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 Q2	$2.21K	Sell	69 -34	-33%	-$1.06K	﹤0.01%	985
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 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 $3.38T AUM 44.17% 1-Year Est. Return

PCP

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

Kilter Group's CBZ Position: Q2 2026 in Review

Kilter Group reduced its CBIZ (CBZ) stake by 33% in Q2 2026, selling an estimated $1.06K and leaving 69 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Kilter Group first reported a position in CBZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.77K in Q1 2026. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Kilter Group held 69 shares of CBIZ worth $2.21K as of Q2 2026.
Kilter Group sold 34 CBIZ shares in Q2 2026, an estimated $1.06K.
CBIZ made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #985 holding.
Kilter Group first reported a position in CBIZ in Q4 2025 and has held it in 3 quarters since.
Kilter Group's CBIZ position peaked at $2.77K in Q1 2026.
260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.