Mackenzie Financial
CBZ icon

Mackenzie Financial’s CBIZ CBZ Stock Holding History

Mackenzie Financial’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
Q3 		– Sell
-3,020
Closed -$217K – 1723
2025
Q2 		$217K Hold
3,020
– – ﹤0.01% 1525
2025
Q1 		$229K Hold
3,020
– – ﹤0.01% 1472
2024
Q4 		$247K Hold
3,020
– – ﹤0.01% 1463
2024
Q3 		$203K Sell
3,020
-700
-19% -$50.9K ﹤0.01% 1384
2024
Q2 		$276K Hold
3,720
– – ﹤0.01% 1197
2024
Q1 		$292K Hold
3,720
– – ﹤0.01% 1185
2023
Q4 		$233K Buy
+3,720
New +$210K ﹤0.01% 1264
2023
Q3 		– Sell
-4,670
Closed -$251K – 1486
2023
Q2 		$251K Sell
4,670
-13,613
-74% -$700K ﹤0.01% 1241
2023
Q1 		$905K Buy
18,283
+10,384
+131% +$500K ﹤0.01% 881
2022
Q4 		$370K Sell
7,899
-159
-2% -$7.56K ﹤0.01% 1022
2022
Q3 		$345K Buy
8,058
+1,501
+23% +$65.7K ﹤0.01% 1039
2022
Q2 		$262K Sell
6,557
-1,177
-15% -$47.6K ﹤0.01% 1151
2022
Q1 		$325K Buy
7,734
+85
+1% +$3.33K ﹤0.01% 1086
2021
Q4 		$299K Sell
7,649
-18
-0.2% -$671 ﹤0.01% 1150
2021
Q3 		$248K Buy
+7,667
New +$250K ﹤0.01% 1216
2021
Q1 		– Sell
-8,106
Closed -$216K – 1129
2020
Q4 		$216K Sell
8,106
-1,744
-18% -$42.9K ﹤0.01% 990
2020
Q3 		$225K Sell
9,850
-1,000
-9% -$23.7K ﹤0.01% 921
2020
Q2 		$260K Hold
10,850
– – ﹤0.01% 899
2020
Q1 		$227K Hold
10,850
– – ﹤0.01% 961
2019
Q4 		$293K Sell
10,850
-28,500
-72% -$742K ﹤0.01% 956
2019
Q3 		$925K Sell
39,350
-2,550
-6% -$57.3K ﹤0.01% 731
2019
Q2 		$821K Sell
41,900
-12,215
-23% -$245K ﹤0.01% 779
2019
Q1 		$1.09M Hold
54,115
– – ﹤0.01% 908
2018
Q4 		$1.07M Buy
54,115
+39,415
+268% +$842K ﹤0.01% 802
2018
Q3 		$348K Buy
+14,700
New +$340K ﹤0.01% 960

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's CBZ Position: Q3 2025 in Review

Mackenzie Financial sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 3,020 shares — an estimated $217K sold.

Mackenzie Financial first reported a position in CBZ in Q3 2018 and held it in 25 quarters. The position peaked at $1.09M in Q1 2019. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Mackenzie Financial reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 3,020 CBIZ shares in Q3 2025, an estimated $217K.
  • Mackenzie Financial first reported a position in CBIZ in Q3 2018 and held it in 25 quarters.
  • Mackenzie Financial's CBIZ position peaked at $1.09M in Q1 2019.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.