NewEdge Advisors’s CBIZ CBZ Stock Holding History

NewEdge 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	$385	Hold	12	–	–	﹤0.01%	4087
2026 Q1	$322	Hold	12	–	–	﹤0.01%	4031
2025 Q4	$605	Hold	12	–	–	﹤0.01%	4034
2025 Q3	$636	Hold	12	–	–	﹤0.01%	3927
2025 Q2	$861	Hold	12	–	–	﹤0.01%	3733
2025 Q1	$910	Hold	12	–	–	﹤0.01%	3640
2024 Q4	$982	Hold	12	–	–	﹤0.01%	3568
2024 Q3	$807	Sell	12 -14	-54%	-$1.02K	﹤0.01%	3551
2024 Q2	$1.93K	Hold	26	–	–	﹤0.01%	3342
2024 Q1	$2.04K	Hold	26	–	–	﹤0.01%	3364
2023 Q4	$1.63K	Hold	26	–	–	﹤0.01%	3380
2023 Q3	$1.35K	Hold	26	–	–	﹤0.01%	3125
2023 Q2	$1.39K	Hold	26	–	–	﹤0.01%	3186
2023 Q1	$1.29K	Sell	26 -64	-71%	-$3.08K	﹤0.01%	3121
2022 Q4	$3K	Buy	+90	New	+$4.28K	﹤0.01%	2729

Other funds holding CBZ

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NewEdge Advisors's CBZ Position: Q2 2026 in Review

NewEdge Advisors held its CBIZ (CBZ) position steady in Q2 2026 at 12 shares worth $385. The position accounts for ﹤0.01% of the portfolio, ranked #4087.

NewEdge Advisors first reported a position in CBZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $3K in Q4 2022. 195 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

NewEdge Advisors held 12 shares of CBIZ worth $385 as of Q2 2026.
NewEdge Advisors left its CBIZ share count unchanged in Q2 2026.
CBIZ made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4087 holding.
NewEdge Advisors first reported a position in CBIZ in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's CBIZ position peaked at $3K in Q4 2022.
195 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

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