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Neumeier Poma Investment Counsel’s CBIZ CBZ Stock Holding History

Neumeier Poma Investment Counsel’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
-101,585
Closed -$5.12M – 42
2025
Q4 		$5.12M Sell
101,585
-1,450
-1% -$76.2K 0.42% 42
2025
Q3 		$5.46M Sell
103,035
-335,941
-77% -$21.7M 0.45% 41
2025
Q2 		$31.5M Sell
438,976
-17,406
-4% -$1.26M 2.93% 16
2025
Q1 		$34.6M Buy
456,382
+320
+0.1% +$25.7K 3.72% 7
2024
Q4 		$37.3M Buy
456,062
+10,862
+2% +$812K 3.62% 6
2024
Q3 		$30M Sell
445,200
-217,040
-33% -$15.8M 2.85% 13
2024
Q2 		$49.1M Sell
662,240
-24,875
-4% -$1.88M 4.49% 3
2024
Q1 		$53.9M Sell
687,115
-78,740
-10% -$5.47M 4.95% 2
2023
Q4 		$47.9M Buy
765,855
+44,700
+6% +$2.52M 4.27% 3
2023
Q3 		$37.4M Buy
721,155
+19,655
+3% +$1.06M 3.65% 5
2023
Q2 		$37.4M Buy
701,500
+19,490
+3% +$1M 3.42% 9
2023
Q1 		$33.8M Buy
682,010
+115,520
+20% +$5.56M 3.15% 12
2022
Q4 		$26.5M Buy
566,490
+377,455
+200% +$17.9M 2.47% 17
2022
Q3 		$8.09M Buy
+189,035
New +$8.27M 0.8% 39

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $269B AUM 31.4% 1-Year Est. Return
2C
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neumeier Poma Investment Counsel's CBZ Position: Q1 2026 in Review

Neumeier Poma Investment Counsel sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 101,585 shares — an estimated $5.12M sold.

Neumeier Poma Investment Counsel first reported a position in CBZ in Q3 2022 and held it in 14 quarters. The position peaked at $53.9M in Q1 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Neumeier Poma Investment Counsel reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Neumeier Poma Investment Counsel sold 101,585 CBIZ shares in Q1 2026, an estimated $5.12M.
  • Neumeier Poma Investment Counsel first reported a position in CBIZ in Q3 2022 and held it in 14 quarters.
  • Neumeier Poma Investment Counsel's CBIZ position peaked at $53.9M in Q1 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.