National Bank of Canada’s CBIZ CBZ Stock Holding History

National Bank of Canada’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 Q1	$2.98K	Buy	+111	New	+$3.92K	﹤0.01%	2561
2025 Q3	–	Sell	-192	Closed	-$13.8K	–	2892
2025 Q2	$13.8K	Hold	192	–	–	﹤0.01%	2273
2025 Q1	$14.6K	Sell	192 -11	-5%	-$885	﹤0.01%	2153
2024 Q4	$16.6K	Buy	203 +1	+0.5%	+$75	﹤0.01%	2222
2024 Q3	$13.6K	Sell	202 -1	-0.5%	-$73	﹤0.01%	2012
2024 Q2	$14.9K	Buy	203 +15	+8%	+$1.13K	﹤0.01%	2039
2024 Q1	$14.5K	Hold	188	–	–	﹤0.01%	2099
2023 Q4	$11.6K	Buy	+188	New	+$10.6K	﹤0.01%	2131
2022 Q1	–	Sell	-1,000	Closed	-$39K	–	2863
2021 Q4	$39K	Buy	+1,000	New	+$37.3K	﹤0.01%	1957

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

22C Capital Boca Raton, Florida $86M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

National Bank of Canada's CBZ Position: Q1 2026 in Review

National Bank of Canada opened a new position in CBIZ (CBZ) in Q1 2026: 111 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #2561 among its holdings. This is a return to the name: National Bank of Canada previously reported a position in CBZ as recently as Q2 2025.

National Bank of Canada first reported a position in CBZ in Q4 2021 and has held it in 9 quarters since. The position peaked at $39K in Q4 2021. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

National Bank of Canada held 111 shares of CBIZ worth $2.98K as of Q1 2026.
CBIZ was a new National Bank of Canada position in Q1 2026.
CBIZ made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #2561 holding.
National Bank of Canada first reported a position in CBIZ in Q4 2021 and has held it in 9 quarters since.
National Bank of Canada's CBIZ position peaked at $39K in Q4 2021.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.