Mercer Global Advisors
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Mercer Global Advisors’s CBIZ CBZ Stock Holding History

Mercer Global 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
Q2 		$1.11M Buy
34,561
+19,681
+132% +$612K ﹤0.01% 1670
2026
Q1 		$400K Buy
14,880
+6,089
+69% +$215K ﹤0.01% 2169
2025
Q4 		$444K Buy
8,791
+1,825
+26% +$96K ﹤0.01% 1946
2025
Q3 		$369K Sell
6,966
-230
-3% -$14.8K ﹤0.01% 1946
2025
Q2 		$516K Sell
7,196
-628
-8% -$45.4K ﹤0.01% 1553
2025
Q1 		$594K Buy
+7,824
New +$629K ﹤0.01% 1372
2024
Q3 		– Sell
-2,738
Closed -$203K – 1966
2024
Q2 		$203K Buy
+2,738
New +$207K ﹤0.01% 1793

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

Mercer Global Advisors's CBZ Position: Q2 2026 in Review

Mercer Global Advisors increased its CBIZ (CBZ) stake by 132% in Q2 2026, buying an estimated $612K and bringing the position to 34,561 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Mercer Global Advisors first reported a position in CBZ in Q2 2024 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Mercer Global Advisors held 34,561 shares of CBIZ worth $1.11M as of Q2 2026.
  • Mercer Global Advisors bought 19,681 CBIZ shares in Q2 2026, an estimated $612K.
  • CBIZ made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1670 holding.
  • Mercer Global Advisors first reported a position in CBIZ in Q2 2024 and has held it in 7 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.