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Laurel Oak Wealth Management’s CBIZ CBZ Stock Holding History

Laurel Oak Wealth 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
2026
Q1 		– Sell
-4,217
Closed -$213K – 366
2025
Q4 		$213K Buy
+4,217
New +$222K 0.04% 336

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $3.38T AUM 44.17% 1-Year Est. Return

Laurel Oak Wealth Management's CBZ Position: Q1 2026 in Review

Laurel Oak Wealth Management sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 4,217 shares — an estimated $213K sold.

Laurel Oak Wealth Management first reported a position in CBZ in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Laurel Oak Wealth Management reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 4,217 CBIZ shares in Q1 2026, an estimated $213K.
  • Laurel Oak Wealth Management first reported a position in CBIZ in Q4 2025 and held it in 1 quarter.
  • Laurel Oak Wealth Management's CBIZ position peaked at $213K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.