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MAI Capital Management’s CBIZ CBZ Stock Holding History

MAI 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
Q2 		– Sell
-439
Closed -$11.8K – 2493
2026
Q1 		$11.8K Sell
439
-1,424
-76% -$50.2K ﹤0.01% 3084
2025
Q4 		$94K Buy
1,863
+1,534
+466% +$80.7K ﹤0.01% 1685
2025
Q3 		$17.4K Sell
329
-5
-1% -$322 ﹤0.01% 2468
2025
Q2 		$24K Sell
334
-89
-21% -$6.44K ﹤0.01% 2259
2025
Q1 		$32.1K Buy
423
+300
+244% +$24.1K ﹤0.01% 1965
2024
Q4 		$10.1K Buy
+123
New +$9.2K ﹤0.01% 2508

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

MAI Capital Management's CBZ Position: Q2 2026 in Review

MAI Capital Management sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 439 shares — an estimated $11.8K sold.

MAI Capital Management first reported a position in CBZ in Q4 2024 and held it in 6 quarters. The position peaked at $94K in Q4 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • MAI Capital Management reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 439 CBIZ shares in Q2 2026, an estimated $11.8K.
  • MAI Capital Management first reported a position in CBIZ in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's CBIZ position peaked at $94K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.