Lindbrook Capital’s CBIZ CBZ Stock Holding History

Lindbrook Capital’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
2025 Q1	$14.6K	Buy	192 +3	+2%	+$241	﹤0.01%	1494
2024 Q4	$15.5K	Sell	189 -8	-4%	-$598	﹤0.01%	1431
2024 Q3	$13.3K	Buy	197 +8	+4%	+$581	﹤0.01%	1526
2024 Q2	$14K	Hold	189	–	–	﹤0.01%	1443
2024 Q1	$14.8K	Hold	189	–	–	﹤0.01%	1366
2023 Q4	$11.8K	Sell	189 -12	-6%	-$678	﹤0.01%	1457
2023 Q3	$10.4K	Hold	201	–	–	﹤0.01%	1395
2023 Q2	$10.7K	Hold	201	–	–	﹤0.01%	1420
2023 Q1	$9.95K	Buy	201 +8	+4%	+$385	﹤0.01%	1456
2022 Q4	$9.04K	Buy	193 +138	+251%	+$6.56K	﹤0.01%	1486
2022 Q3	$2K	Buy	55 +19	+53%	+$831	﹤0.01%	2011
2022 Q2	$1K	Sell	36 -2	-5%	-$81	﹤0.01%	2172
2022 Q1	$2K	Buy	38 +14	+58%	+$548	﹤0.01%	1954
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	1885
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	1682
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	1720
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	1681
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	1585
2020 Q3	$1K	Buy	+24	New	+$570	﹤0.01%	1517

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's CBZ Position: Q1 2025 in Review

Lindbrook Capital increased its CBIZ (CBZ) stake by 1.6% in Q1 2025, buying an estimated $241 and bringing the position to 192 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Lindbrook Capital first reported a position in CBZ in Q3 2020 and has held it in 19 quarters since. The position peaked at $15.5K in Q4 2024. 290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

Lindbrook Capital held 192 shares of CBIZ worth $14.6K as of Q1 2025.
Lindbrook Capital bought 3 CBIZ shares in Q1 2025, an estimated $241.
CBIZ made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1494 holding.
Lindbrook Capital first reported a position in CBIZ in Q3 2020 and has held it in 19 quarters since.
Lindbrook Capital's CBIZ position peaked at $15.5K in Q4 2024.
290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.