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Mount Yale Investment Advisors’s CBIZ CBZ Stock Holding History

Mount Yale Investment 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
2026
Q2 		$740K Sell
23,059
-11,698
-34% -$364K 0.01% 673
2026
Q1 		$933K Sell
34,757
-8,317
-19% -$293K 0.02% 538
2025
Q4 		$2.17M Buy
+43,074
New +$2.26M 0.1% 179

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Mount Yale Investment Advisors's CBZ Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its CBIZ (CBZ) stake by 34% in Q2 2026, selling an estimated $364K and leaving 23,059 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #673.

Mount Yale Investment Advisors first reported a position in CBZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.17M in Q4 2025. 259 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Mount Yale Investment Advisors held 23,059 shares of CBIZ worth $740K as of Q2 2026.
  • Mount Yale Investment Advisors sold 11,698 CBIZ shares in Q2 2026, an estimated $364K.
  • CBIZ made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #673 holding.
  • Mount Yale Investment Advisors first reported a position in CBIZ in Q4 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's CBIZ position peaked at $2.17M in Q4 2025.
  • 259 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.