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Montrusco Bolton Investments’s CBIZ CBZ Stock Holding History

Montrusco Bolton Investments’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 		$11M Buy
342,221
+2,200
+0.6% +$68.4K 0.17% 56
2026
Q1 		$9.13M Buy
340,021
+44,900
+15% +$1.58M 0.14% 55
2025
Q4 		$14.9M Buy
295,121
+18,300
+7% +$962K 0.19% 49
2025
Q3 		$14.7M Buy
276,821
+43,431
+19% +$2.8M 0.17% 51
2025
Q2 		$16.7M Buy
+233,390
New +$16.9M 0.19% 46

Other funds holding CBZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Montrusco Bolton Investments's CBZ Position: Q2 2026 in Review

Montrusco Bolton Investments increased its CBIZ (CBZ) stake by 0.65% in Q2 2026, buying an estimated $68.4K and bringing the position to 342,221 shares worth $11M. The position accounts for 0.17% of the portfolio, ranked #56.

Montrusco Bolton Investments first reported a position in CBZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.7M in Q2 2025. 101 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Montrusco Bolton Investments held 342,221 shares of CBIZ worth $11M as of Q2 2026.
  • Montrusco Bolton Investments bought 2,200 CBIZ shares in Q2 2026, an estimated $68.4K.
  • CBIZ made up 0.17% of Montrusco Bolton Investments's portfolio in Q2 2026, its #56 holding.
  • Montrusco Bolton Investments first reported a position in CBIZ in Q2 2025 and has held it in 5 quarters since.
  • Montrusco Bolton Investments's CBIZ position peaked at $16.7M in Q2 2025.
  • 101 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.