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Montgomery Financial Services’s CBIZ CBZ Stock Holding History

Montgomery Financial Services’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 		$47.9K Buy
+1,492
New +$46.4K 0.04% 72

Other funds holding CBZ

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
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

Montgomery Financial Services's CBZ Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in CBIZ (CBZ) in Q2 2026: 1,492 shares worth $47.9K. The stake represents 0.04% of the portfolio and ranks #72 among its holdings.

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

  • Montgomery Financial Services held 1,492 shares of CBIZ worth $47.9K as of Q2 2026.
  • CBIZ was a new Montgomery Financial Services position in Q2 2026.
  • CBIZ made up 0.04% of Montgomery Financial Services's portfolio in Q2 2026, its #72 holding.
  • 242 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.