Los Angeles Capital Management’s CBIZ CBZ Stock Holding History

Los Angeles 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	$5.91K	Hold	220	–	–	﹤0.01%	2086
2025 Q4	$11.6K	Buy	+220	New	+$11.6K	﹤0.01%	2030
2024 Q1	–	Sell	-10,441	Closed	-$654K	–	1138
2023 Q4	$654K	Sell	10,441 -1,350	-11%	-$76.2K	﹤0.01%	800
2023 Q3	$612K	Hold	11,791	–	–	﹤0.01%	775
2023 Q2	$628K	Hold	11,791	–	–	﹤0.01%	776
2023 Q1	$584K	Hold	11,791	–	–	﹤0.01%	811
2022 Q4	$552K	Sell	11,791 -384	-3%	-$18.3K	﹤0.01%	867
2022 Q3	$521K	Hold	12,175	–	–	﹤0.01%	916
2022 Q2	$487K	Sell	12,175 -1,300	-10%	-$52.5K	﹤0.01%	974
2022 Q1	$566K	Buy	13,475 +329	+3%	+$12.9K	﹤0.01%	986
2021 Q4	$514K	Hold	13,146	–	–	﹤0.01%	997
2021 Q3	$425K	Buy	13,146 +1,350	+11%	+$43.9K	﹤0.01%	1132
2021 Q2	$387K	Hold	11,796	–	–	﹤0.01%	1283
2021 Q1	$385K	Sell	11,796 -549	-4%	-$16.2K	﹤0.01%	1335
2020 Q4	$329K	Sell	12,345 -300	-2%	-$7.38K	﹤0.01%	1344
2020 Q3	$289K	Buy	12,645 +3,477	+38%	+$82.6K	﹤0.01%	1280
2020 Q2	$220K	Buy	+9,168	New	+$208K	﹤0.01%	1377
2020 Q1	–	Sell	-9,945	Closed	-$268K	–	1352
2019 Q4	$268K	Sell	9,945 -4,545	-31%	-$118K	﹤0.01%	1150
2019 Q3	$341K	Sell	14,490 -600	-4%	-$13.5K	﹤0.01%	1094
2019 Q2	$296K	Buy	15,090 +4,280	+40%	+$85.8K	﹤0.01%	1183
2019 Q1	$219K	Buy	+10,810	New	+$219K	﹤0.01%	1281
2018 Q3	–	Sell	-40,040	Closed	-$921K	–	1396
2018 Q2	$921K	Hold	40,040	–	–	0.01%	929
2018 Q1	$731K	Hold	40,040	–	–	﹤0.01%	917
2017 Q4	$619K	Hold	40,040	–	–	﹤0.01%	990
2017 Q3	$651K	Hold	40,040	–	–	﹤0.01%	941
2017 Q2	$601K	Sell	40,040 -1,000	-2%	-$15K	﹤0.01%	893
2017 Q1	$556K	Hold	41,040	–	–	﹤0.01%	863
2016 Q4	$562K	Hold	41,040	–	–	﹤0.01%	847
2016 Q3	$459K	Buy	41,040 +14,410	+54%	+$160K	﹤0.01%	943
2016 Q2	$277K	Buy	+26,630	New	+$274K	﹤0.01%	1076
2016 Q1	–	Sell	-10,884	Closed	-$107K	–	1136
2015 Q4	$107K	Hold	10,884	–	–	﹤0.01%	1107
2015 Q3	$107K	Hold	10,884	–	–	﹤0.01%	1132
2015 Q2	$105K	Buy	+10,884	New	+$102K	﹤0.01%	1188
2014 Q2	–	Sell	-43,539	Closed	-$399K	–	1212
2014 Q1	$399K	Sell	43,539 -270	-0.6%	-$2.42K	﹤0.01%	961
2013 Q4	$400K	Sell	43,809 -64,745	-60%	-$546K	﹤0.01%	986
2013 Q3	$808K	Buy	108,554 +10,390	+11%	+$74.6K	0.01%	752
2013 Q2	$659K	Buy	+98,164	New	+$637K	0.01%	814

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management's CBZ Position: Q1 2026 in Review

Los Angeles Capital Management held its CBIZ (CBZ) position steady in Q1 2026 at 220 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Los Angeles Capital Management first reported a position in CBZ in Q2 2013 and has held it in 37 quarters since. The position peaked at $921K in Q2 2018. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Los Angeles Capital Management held 220 shares of CBIZ worth $5.91K as of Q1 2026.
Los Angeles Capital Management left its CBIZ share count unchanged in Q1 2026.
CBIZ made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #2086 holding.
Los Angeles Capital Management first reported a position in CBIZ in Q2 2013 and has held it in 37 quarters since.
Los Angeles Capital Management's CBIZ position peaked at $921K in Q2 2018.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.