Neo Ivy Capital Management’s CBIZ CBZ Stock Holding History

Neo Ivy Capital Management’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	–	Sell	-1,079	Closed	-$54.4K	–	359
2025 Q4	$54.4K	Buy	+1,079	New	+$56.7K	0.01%	310

Other funds holding CBZ

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Neo Ivy Capital Management's CBZ Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 1,079 shares — an estimated $54.4K sold.

Neo Ivy Capital Management first reported a position in CBZ in Q4 2025 and held it in 1 quarter. The position peaked at $54.4K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Neo Ivy Capital Management reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 1,079 CBIZ shares in Q1 2026, an estimated $54.4K.
Neo Ivy Capital Management first reported a position in CBIZ in Q4 2025 and held it in 1 quarter.
Neo Ivy Capital Management's CBIZ position peaked at $54.4K in Q4 2025.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.