MFA
CBZ icon

Millington Financial Advisors’s CBIZ CBZ Stock Holding History

Millington 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
2025
Q3 		– Sell
-30,564
Closed -$2.3M – 104
2025
Q2 		$2.3M Sell
30,564
-770
-2% -$55.7K 1.16% 26
2025
Q1 		$2.44M Buy
31,334
+805
+3% +$64.8K 1.5% 20
2024
Q4 		$2.63M Buy
30,529
+475
+2% +$35.5K 1.52% 19
2024
Q3 		$2.02M Buy
30,054
+726
+2% +$52.8K 1.26% 23
2024
Q2 		$2.17M Buy
29,328
+391
+1% +$29.5K 1.51% 19
2024
Q1 		$2.27M Buy
28,937
+872
+3% +$60.6K 1.62% 17
2023
Q4 		$1.76M Sell
28,065
-2,631
-9% -$149K 1.41% 19
2023
Q3 		$1.59M Buy
30,696
+882
+3% +$47.5K 1.43% 19
2023
Q2 		$1.59M Sell
29,814
-410
-1% -$21.1K 1.41% 20
2023
Q1 		$1.5M Sell
30,224
-1,346
-4% -$64.8K 1.38% 20
2022
Q4 		$1.48M Buy
+31,570
New +$1.5M 1.44% 19

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millington Financial Advisors's CBZ Position: Q3 2025 in Review

Millington Financial Advisors sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 30,564 shares — an estimated $2.3M sold.

Millington Financial Advisors first reported a position in CBZ in Q4 2022 and held it in 11 quarters. The position peaked at $2.63M in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Millington Financial Advisors reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Millington Financial Advisors sold 30,564 CBIZ shares in Q3 2025, an estimated $2.3M.
  • Millington Financial Advisors first reported a position in CBIZ in Q4 2022 and held it in 11 quarters.
  • Millington Financial Advisors's CBIZ position peaked at $2.63M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Millington Financial Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.