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Larson Financial Group’s CBIZ CBZ Stock Holding History

Larson Financial 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 		$231K Buy
7,190
+2,788
+63% +$86.7K 0.01% 797
2026
Q1 		$118K Buy
4,402
+721
+20% +$25.4K ﹤0.01% 925
2025
Q4 		$186K Buy
3,681
+3,637
+8,266% +$191K 0.01% 717
2025
Q3 		$2.33K Buy
+44
New +$2.84K ﹤0.01% 2645
2025
Q2 		– Sell
-13
Closed -$986 – 3312
2025
Q1 		$986 Buy
+13
New +$1.05K ﹤0.01% 2393

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 $3.37T AUM 44.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Larson Financial Group's CBZ Position: Q2 2026 in Review

Larson Financial Group increased its CBIZ (CBZ) stake by 63% in Q2 2026, buying an estimated $86.7K and bringing the position to 7,190 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #797.

Larson Financial Group first reported a position in CBZ in Q1 2025 and has held it in 5 quarters since. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Larson Financial Group held 7,190 shares of CBIZ worth $231K as of Q2 2026.
  • Larson Financial Group bought 2,788 CBIZ shares in Q2 2026, an estimated $86.7K.
  • CBIZ made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #797 holding.
  • Larson Financial Group first reported a position in CBIZ in Q1 2025 and has held it in 5 quarters since.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.