MPM
CBZ icon

Meritage Portfolio Management’s CBIZ CBZ Stock Holding History

Meritage Portfolio Management’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
2025
Q4 		$207K Hold
4,110
– – 0.01% 309
2025
Q3 		$218K Hold
4,110
– – 0.01% 311
2025
Q2 		$295K Sell
4,110
-2,124
-34% -$154K 0.02% 287
2025
Q1 		$473K Sell
6,234
-4,984
-44% -$401K 0.03% 246
2024
Q4 		$918K Hold
11,218
– – 0.06% 204
2024
Q3 		$755K Buy
11,218
+70
+0.6% +$5.09K 0.05% 224
2024
Q2 		$826K Hold
11,148
– – 0.05% 210
2024
Q1 		$875K Hold
11,148
– – 0.06% 206
2023
Q4 		$698K Hold
11,148
– – 0.05% 222
2023
Q3 		$579K Hold
11,148
– – 0.04% 226
2023
Q2 		$594K Hold
11,148
– – 0.04% 226
2023
Q1 		$552K Hold
11,148
– – 0.04% 204
2022
Q4 		$522K Hold
11,148
– – 0.04% 213
2022
Q3 		$477K Hold
11,148
– – 0.04% 216
2022
Q2 		$445K Hold
11,148
– – 0.03% 219
2022
Q1 		$468K Hold
11,148
– – 0.03% 227
2021
Q4 		$436K Hold
11,148
– – 0.02% 221
2021
Q3 		$361K Hold
11,148
– – 0.02% 229
2021
Q2 		$365K Hold
11,148
– – 0.02% 233
2021
Q1 		$364K Sell
11,148
-47
-0.4% -$1.38K 0.02% 225
2020
Q4 		$298K Hold
11,195
– – 0.02% 228
2020
Q3 		$256K Sell
11,195
-775
-6% -$18.4K 0.02% 212
2020
Q2 		$287K Buy
+11,970
New +$272K 0.03% 189
2020
Q1 		– Sell
-9,740
Closed -$263K – 192
2019
Q4 		$263K Hold
9,740
– – 0.02% 222
2019
Q3 		$229K Buy
+9,740
New +$219K 0.02% 219

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Meritage Portfolio Management's CBZ Position: Q4 2025 in Review

Meritage Portfolio Management held its CBIZ (CBZ) position steady in Q4 2025 at 4,110 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #309.

Meritage Portfolio Management first reported a position in CBZ in Q3 2019 and has held it in 25 quarters since. The position peaked at $918K in Q4 2024. 264 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • Meritage Portfolio Management held 4,110 shares of CBIZ worth $207K as of Q4 2025.
  • Meritage Portfolio Management left its CBIZ share count unchanged in Q4 2025.
  • CBIZ made up 0.01% of Meritage Portfolio Management's portfolio in Q4 2025, its #309 holding.
  • Meritage Portfolio Management first reported a position in CBIZ in Q3 2019 and has held it in 25 quarters since.
  • Meritage Portfolio Management's CBIZ position peaked at $918K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.