Loomis, Sayles & Company’s CBIZ CBZ Stock Holding History

Loomis, Sayles & Company’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	$10.9M	Sell	339,085 -1,118	-0.3%	-$34.8K	0.01%	377
2026 Q1	$9.13M	Buy	+340,203	New	+$12M	0.01%	365

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Loomis, Sayles & Company's CBZ Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its CBIZ (CBZ) stake by 0.33% in Q2 2026, selling an estimated $34.8K and leaving 339,085 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #377.

Loomis, Sayles & Company first reported a position in CBZ in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Loomis, Sayles & Company held 339,085 shares of CBIZ worth $10.9M as of Q2 2026.
Loomis, Sayles & Company sold 1,118 CBIZ shares in Q2 2026, an estimated $34.8K.
CBIZ made up 0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #377 holding.
Loomis, Sayles & Company first reported a position in CBIZ in Q1 2026 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.