MFG
CBZ icon

Merit Financial Group’s CBIZ CBZ Stock Holding History

Merit Financial 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 		$225K Buy
+7,005
New +$218K ﹤0.01% 2028

Other funds holding CBZ

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Merit Financial Group's CBZ Position: Q2 2026 in Review

Merit Financial Group opened a new position in CBIZ (CBZ) in Q2 2026: 7,005 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #2028 among its holdings.

22 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Merit Financial Group held 7,005 shares of CBIZ worth $225K as of Q2 2026.
  • CBIZ was a new Merit Financial Group position in Q2 2026.
  • CBIZ made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2028 holding.
  • 22 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.