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Mayflower Financial Advisors’s CBIZ CBZ Stock Holding History

Mayflower Financial Advisors’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
-4,176
Closed -$211K – 451
2025
Q4 		$211K Sell
4,176
-487
-10% -$25.6K 0.03% 393
2025
Q3 		$247K Sell
4,663
-1,000
-18% -$64.5K 0.03% 368
2025
Q2 		$406K Sell
5,663
-200
-3% -$14.5K 0.06% 267
2025
Q1 		$445K Hold
5,863
– – 0.07% 247
2024
Q4 		$480K Sell
5,863
-250
-4% -$18.7K 0.07% 235
2024
Q3 		$411K Hold
6,113
– – 0.06% 247
2024
Q2 		$453K Sell
6,113
-5
-0.1% -$378 0.07% 228
2024
Q1 		$480K Buy
6,118
+58
+1% +$4.03K 0.08% 218
2023
Q4 		$379K Hold
6,060
– – 0.05% 233
2023
Q3 		$315K Buy
6,060
+1,060
+21% +$57.1K 0.05% 249
2023
Q2 		$266K Hold
5,000
– – 0.03% 291
2023
Q1 		$247K Hold
5,000
– – 0.03% 296
2022
Q4 		$234K Buy
+5,000
New +$238K 0.03% 303

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mayflower Financial Advisors's CBZ Position: Q1 2026 in Review

Mayflower Financial Advisors sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 4,176 shares — an estimated $211K sold.

Mayflower Financial Advisors first reported a position in CBZ in Q4 2022 and held it in 13 quarters. The position peaked at $480K in Q1 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Mayflower Financial Advisors reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Mayflower Financial Advisors sold 4,176 CBIZ shares in Q1 2026, an estimated $211K.
  • Mayflower Financial Advisors first reported a position in CBIZ in Q4 2022 and held it in 13 quarters.
  • Mayflower Financial Advisors's CBIZ position peaked at $480K in Q1 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Mayflower Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.