NBT Bank’s CBIZ CBZ Stock Holding History

NBT Bank’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	-750	Closed	-$53.8K	–	815
2025 Q2	$53.8K	Hold	750	–	–	﹤0.01%	492
2025 Q1	$56.9K	Hold	750	–	–	﹤0.01%	482
2024 Q4	$61.4K	Hold	750	–	–	﹤0.01%	478
2024 Q3	$50.5K	Buy	+750	New	+$54.5K	﹤0.01%	522

Other funds holding CBZ

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NBT Bank's CBZ Position: Q3 2025 in Review

NBT Bank sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 750 shares — an estimated $53.8K sold.

NBT Bank first reported a position in CBZ in Q3 2024 and held it in 4 quarters. The position peaked at $61.4K in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

NBT Bank reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
NBT Bank sold 750 CBIZ shares in Q3 2025, an estimated $53.8K.
NBT Bank first reported a position in CBIZ in Q3 2024 and held it in 4 quarters.
NBT Bank's CBIZ position peaked at $61.4K in Q4 2024.
262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on NBT Bank's 13F filing for Q3 2025, filed 28 Oct 2025.