LCM
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Legato Capital Management’s CBIZ CBZ Stock Holding History

Legato Capital 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 		$278K Hold
10,359
– – 0.03% 656
2025
Q4 		$523K Sell
10,359
-9,757
-49% -$513K 0.05% 533
2025
Q3 		$1.07M Buy
20,116
+3,878
+24% +$250K 0.12% 274
2025
Q2 		$1.16M Hold
16,238
– – 0.14% 238
2025
Q1 		$1.23M Sell
16,238
-212
-1% -$17.1K 0.17% 195
2024
Q4 		$1.35M Hold
16,450
– – 0.18% 206
2024
Q3 		$1.11M Buy
16,450
+2,618
+19% +$190K 0.14% 279
2024
Q2 		$1.02M Hold
13,832
– – 0.14% 251
2024
Q1 		$1.09M Hold
13,832
– – 0.13% 252
2023
Q4 		$866K Hold
13,832
– – 0.11% 298
2023
Q3 		$718K Buy
+13,832
New +$745K 0.1% 313

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

Legato Capital Management's CBZ Position: Q1 2026 in Review

Legato Capital Management held its CBIZ (CBZ) position steady in Q1 2026 at 10,359 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #656.

Legato Capital Management first reported a position in CBZ in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Legato Capital Management held 10,359 shares of CBIZ worth $278K as of Q1 2026.
  • Legato Capital Management left its CBIZ share count unchanged in Q1 2026.
  • CBIZ made up 0.03% of Legato Capital Management's portfolio in Q1 2026, its #656 holding.
  • Legato Capital Management first reported a position in CBIZ in Q3 2023 and has held it in 11 quarters since.
  • Legato Capital Management's CBIZ position peaked at $1.35M in Q4 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.