MassMutual Private Wealth & Trust’s CBIZ CBZ Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-22	Closed	-$1.11K	–	2407
2025 Q4	$1.11K	Sell	22 -4	-15%	-$210	﹤0.01%	2120
2025 Q3	$1.38K	Hold	26	–	–	﹤0.01%	2084
2025 Q2	$1.86K	Hold	26	–	–	﹤0.01%	1968
2025 Q1	$1.97K	Hold	26	–	–	﹤0.01%	1922
2024 Q4	$2.13K	Hold	26	–	–	﹤0.01%	1821
2024 Q3	$1.75K	Hold	26	–	–	﹤0.01%	1687
2024 Q2	$1.93K	Sell	26 -5	-16%	-$378	﹤0.01%	1652
2024 Q1	$2.43K	Buy	31 +9	+41%	+$626	﹤0.01%	1482
2023 Q4	$1.38K	Hold	22	–	–	﹤0.01%	1618
2023 Q3	$1.14K	Buy	22 +5	+29%	+$269	﹤0.01%	1654
2023 Q2	$906	Buy	+17	New	+$875	﹤0.01%	1681
2019 Q2	–	Sell	-1,128	Closed	-$22.6K	–	759
2019 Q1	$22.8K	Hold	1,128	–	–	﹤0.01%	500
2018 Q4	$22.2K	Hold	1,128	–	–	﹤0.01%	477
2018 Q3	$26.7K	Hold	1,128	–	–	﹤0.01%	482
2018 Q2	$25.9K	Hold	1,128	–	–	﹤0.01%	474
2018 Q1	$20.6K	Buy	+1,128	New	+$19.6K	﹤0.01%	501

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

MassMutual Private Wealth & Trust's CBZ Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 22 shares — an estimated $1.11K sold.

MassMutual Private Wealth & Trust first reported a position in CBZ in Q1 2018 and held it in 16 quarters. The position peaked at $26.7K in Q3 2018. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 22 CBIZ shares in Q1 2026, an estimated $1.11K.
MassMutual Private Wealth & Trust first reported a position in CBIZ in Q1 2018 and held it in 16 quarters.
MassMutual Private Wealth & Trust's CBIZ position peaked at $26.7K in Q3 2018.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.