LIM
CBZ icon

Letson Investment Management’s CBIZ CBZ Stock Holding History

Letson Investment 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
Q2 		$514K Hold
16,020
– – 0.19% 68
2026
Q1 		$430K Hold
16,020
– – 0.17% 73
2025
Q4 		$808K Hold
16,020
– – 0.3% 58
2025
Q3 		$848K Buy
+16,020
New +$1.03M 0.3% 57

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

Letson Investment Management's CBZ Position: Q2 2026 in Review

Letson Investment Management held its CBIZ (CBZ) position steady in Q2 2026 at 16,020 shares worth $514K. The position accounts for 0.19% of the portfolio, ranked #68.

Letson Investment Management first reported a position in CBZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $848K in Q3 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Letson Investment Management held 16,020 shares of CBIZ worth $514K as of Q2 2026.
  • Letson Investment Management left its CBIZ share count unchanged in Q2 2026.
  • CBIZ made up 0.19% of Letson Investment Management's portfolio in Q2 2026, its #68 holding.
  • Letson Investment Management first reported a position in CBIZ in Q3 2025 and has held it in 4 quarters since.
  • Letson Investment Management's CBIZ position peaked at $848K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.