Manchester Capital Management’s CBIZ CBZ Stock Holding History

Manchester 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	$591	Buy	+22	New	+$776	﹤0.01%	1217
2025 Q4	–	Sell	-46	Closed	-$2.44K	–	1364
2025 Q3	$2.44K	Hold	46	–	–	﹤0.01%	1055
2025 Q2	$3.3K	Hold	46	–	–	﹤0.01%	948
2025 Q1	$3.49K	Hold	46	–	–	﹤0.01%	948
2024 Q4	$3.77K	Hold	46	–	–	﹤0.01%	928
2024 Q3	$3.1K	Hold	46	–	–	﹤0.01%	957
2024 Q2	$3.41K	Hold	46	–	–	﹤0.01%	898
2024 Q1	$3.61K	Hold	46	–	–	﹤0.01%	776
2023 Q4	$2.88K	Sell	46 -36	-44%	-$2.03K	﹤0.01%	774
2023 Q3	$4.26K	Hold	82	–	–	﹤0.01%	671
2023 Q2	$4.37K	Hold	82	–	–	﹤0.01%	634
2023 Q1	$4.06K	Sell	82 -1	-1%	-$48	﹤0.01%	653
2022 Q4	$3.89K	Buy	83 +18	+28%	+$856	﹤0.01%	574
2022 Q3	$3K	Buy	65 +15	+30%	+$656	﹤0.01%	565
2022 Q2	$2K	Buy	50 +33	+194%	+$1.33K	﹤0.01%	687
2022 Q1	$1K	Buy	+17	New	+$666	﹤0.01%	906
2021 Q4	–	Sell	-15	Closed	–	–	1017
2021 Q3	$0	Buy	+15	New	+$488	﹤0.01%	1042

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

Manchester Capital Management's CBZ Position: Q1 2026 in Review

Manchester Capital Management opened a new position in CBIZ (CBZ) in Q1 2026: 22 shares worth $591. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: Manchester Capital Management previously reported a position in CBZ as recently as Q3 2025.

Manchester Capital Management first reported a position in CBZ in Q3 2021 and has held it in 17 quarters since. The position peaked at $4.37K in Q2 2023. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Manchester Capital Management held 22 shares of CBIZ worth $591 as of Q1 2026.
CBIZ was a new Manchester Capital Management position in Q1 2026.
CBIZ made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #1217 holding.
Manchester Capital Management first reported a position in CBIZ in Q3 2021 and has held it in 17 quarters since.
Manchester Capital Management's CBIZ position peaked at $4.37K in Q2 2023.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.