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Mather Group’s CBIZ CBZ Stock Holding History

Mather Group’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
-195
Closed -$5.24K – 1920
2026
Q1 		$5.24K Buy
+195
New +$6.88K ﹤0.01% 1571
2025
Q4 		– Sell
-285
Closed -$15.1K – 798
2025
Q3 		$15.1K Buy
+285
New +$18.4K ﹤0.01% 1176
2025
Q2 		– Sell
-313
Closed -$23.7K – 782
2025
Q1 		$23.7K Buy
313
+90
+40% +$7.24K ﹤0.01% 1056
2024
Q4 		$18.2K Buy
+223
New +$16.7K ﹤0.01% 1102
2024
Q3 		– Sell
-80
Closed -$6.28K – 1793
2024
Q2 		$6.28K Sell
80
-10
-11% -$756 ﹤0.01% 1564
2024
Q1 		$5.63K Buy
+90
New +$6.26K ﹤0.01% 1335

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

Mather Group's CBZ Position: Q2 2026 in Review

Mather Group sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 195 shares — an estimated $5.24K sold.

Mather Group first reported a position in CBZ in Q1 2024 and held it in 6 quarters. The position peaked at $23.7K in Q1 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Mather Group reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • Mather Group sold 195 CBIZ shares in Q2 2026, an estimated $5.24K.
  • Mather Group first reported a position in CBIZ in Q1 2024 and held it in 6 quarters.
  • Mather Group's CBIZ position peaked at $23.7K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.