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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
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 $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

Larson Financial Group's CBZ Position: Q1 2026 in Review

Larson Financial Group increased its CBIZ (CBZ) stake by 20% in Q1 2026, buying an estimated $25.4K and bringing the position to 4,402 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Larson Financial Group first reported a position in CBZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $186K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Larson Financial Group held 4,402 shares of CBIZ worth $118K as of Q1 2026.
  • Larson Financial Group bought 721 CBIZ shares in Q1 2026, an estimated $25.4K.
  • CBIZ made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #925 holding.
  • Larson Financial Group first reported a position in CBIZ in Q1 2025 and has held it in 4 quarters since.
  • Larson Financial Group's CBIZ position peaked at $186K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.