LPL Financial’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $512K | Sell |
15,969
-12,891
| -45% | -$401K | ﹤0.01% | 4991 |
|
|
2026
Q1 | $775K | Sell |
28,860
-8,862
| -23% | -$313K | ﹤0.01% | 4389 |
|
|
2025
Q4 | $1.9M | Sell |
37,722
-3,949
| -9% | -$208K | ﹤0.01% | 3463 |
|
|
2025
Q3 | $2.21M | Sell |
41,671
-5,071
| -11% | -$327K | ﹤0.01% | 3225 |
|
|
2025
Q2 | $3.35M | Buy |
46,742
+8,561
| +22% | +$619K | ﹤0.01% | 2639 |
|
|
2025
Q1 | $2.81M | Buy |
38,181
+18,027
| +89% | +$1.45M | ﹤0.01% | 2635 |
|
|
2024
Q4 | $1.65M | Buy |
20,154
+48
| +0.2% | +$3.59K | ﹤0.01% | 3042 |
|
|
2024
Q3 | $1.35M | Sell |
20,106
-107
| -0.5% | -$7.78K | ﹤0.01% | 3105 |
|
|
2024
Q2 | $1.5M | Sell |
20,213
-33
| -0.2% | -$2.49K | ﹤0.01% | 2871 |
|
|
2024
Q1 | $1.59M | Sell |
20,246
-1,166
| -5% | -$81.1K | ﹤0.01% | 2751 |
|
|
2023
Q4 | $1.34M | Buy |
21,412
+233
| +1% | +$13.2K | ﹤0.01% | 2787 |
|
|
2023
Q3 | $1.1M | Buy |
21,179
+1,036
| +5% | +$55.8K | ﹤0.01% | 2811 |
|
|
2023
Q2 | $1.07M | Buy |
20,143
+27
| +0.1% | +$1.39K | ﹤0.01% | 2784 |
|
|
2023
Q1 | $996K | Sell |
20,116
-1,507
| -7% | -$72.6K | ﹤0.01% | 2758 |
|
|
2022
Q4 | $1.01M | Hold |
21,623
| – | – | ﹤0.01% | 2637 |
|
|
2022
Q3 | $925K | Sell |
21,623
-1,064
| -5% | -$46.5K | ﹤0.01% | 2608 |
|
|
2022
Q2 | $907K | Hold |
22,687
| – | – | ﹤0.01% | 2643 |
|
|
2022
Q1 | $952K | Sell |
22,687
-1,967
| -8% | -$77K | ﹤0.01% | 2653 |
|
|
2021
Q4 | $964K | Hold |
24,654
| – | – | ﹤0.01% | 2691 |
|
|
2021
Q3 | $797K | Buy |
24,654
+17,700
| +255% | +$576K | ﹤0.01% | 2809 |
|
|
2021
Q2 | $228K | Sell |
6,954
-116
| -2% | -$3.88K | ﹤0.01% | 3808 |
|
|
2021
Q1 | $231K | Sell |
7,070
-1,300
| -16% | -$38.3K | ﹤0.01% | 3659 |
|
|
2020
Q4 | $223K | Buy |
+8,370
| New | +$206K | ﹤0.01% | 3436 |
|
|
2019
Q2 | – | Sell |
-17,829
| Closed | -$361K | – | 3289 |
|
|
2019
Q1 | $361K | Buy |
17,829
+5,827
| +49% | +$118K | ﹤0.01% | 2481 |
|
|
2018
Q4 | $236K | Buy |
12,002
+1,585
| +15% | +$33.9K | ﹤0.01% | 2673 |
|
|
2018
Q3 | $247K | Hold |
10,417
| – | – | ﹤0.01% | 2841 |
|
|
2018
Q2 | $240K | Buy |
+10,417
| New | +$211K | ﹤0.01% | 2846 |
|
|
2014
Q2 | – | Sell |
-94,938
| Closed | -$870K | – | 2692 |
|
|
2014
Q1 | $870K | Buy |
+94,938
| New | +$852K | 0.01% | 1352 |
|
Other funds holding CBZ
2C
PCP
LPL Financial's CBZ Position: Q2 2026 in Review
LPL Financial reduced its CBIZ (CBZ) stake by 45% in Q2 2026, selling an estimated $401K and leaving 15,969 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #4991.
LPL Financial first reported a position in CBZ in Q1 2014 and has held it in 28 quarters since. The position peaked at $3.35M in Q2 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.
- LPL Financial held 15,969 shares of CBIZ worth $512K as of Q2 2026.
- LPL Financial sold 12,891 CBIZ shares in Q2 2026, an estimated $401K.
- CBIZ made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4991 holding.
- LPL Financial first reported a position in CBIZ in Q1 2014 and has held it in 28 quarters since.
- LPL Financial's CBIZ position peaked at $3.35M in Q2 2025.
- 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.