Nisa Investment Advisors
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Nisa Investment Advisors’s CBIZ CBZ Stock Holding History

Nisa Investment 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 		$74.7K Buy
2,330
+228
+11% +$7.09K ﹤0.01% 1685
2026
Q1 		$56.4K Buy
2,102
+71
+3% +$2.5K ﹤0.01% 1616
2025
Q4 		$102K Sell
2,031
-120
-6% -$6.31K ﹤0.01% 1434
2025
Q3 		$114K Sell
2,151
-29
-1% -$1.87K ﹤0.01% 1395
2025
Q2 		$156K Buy
2,180
+39
+2% +$2.82K ﹤0.01% 1283
2025
Q1 		$162K Sell
2,141
-86
-4% -$6.92K ﹤0.01% 1279
2024
Q4 		$182K Buy
2,227
+529
+31% +$39.6K ﹤0.01% 1320
2024
Q3 		$114K Sell
1,698
-477
-22% -$34.7K ﹤0.01% 1409
2024
Q2 		$161K Buy
2,175
+36
+2% +$2.72K ﹤0.01% 1364
2024
Q1 		$168K Buy
2,139
+38
+2% +$2.64K ﹤0.01% 1344
2023
Q4 		$132K Sell
2,101
-500
-19% -$28.2K ﹤0.01% 1378
2023
Q3 		$135K Hold
2,601
– – ﹤0.01% 1418
2023
Q2 		$139K Sell
2,601
-90
-3% -$4.63K ﹤0.01% 1421
2023
Q1 		$133K Hold
2,691
– – ﹤0.01% 1413
2022
Q4 		$126K Hold
2,691
– – ﹤0.01% 1481
2022
Q3 		$133K Sell
2,691
-269
-9% -$11.8K ﹤0.01% 1381
2022
Q2 		$118K Buy
2,960
+510
+21% +$20.6K ﹤0.01% 1451
2022
Q1 		$103K Sell
2,450
-150
-6% -$5.88K ﹤0.01% 1606
2021
Q4 		$100K Hold
2,600
– – ﹤0.01% 1519
2021
Q3 		$84 Hold
2,600
– – ﹤0.01% 1776
2021
Q2 		$85 Buy
2,600
+500
+24% +$16.7K ﹤0.01% 1771
2021
Q1 		$69 Hold
2,100
– – ﹤0.01% 1901
2020
Q4 		$56K Buy
2,100
+400
+24% +$9.84K ﹤0.01% 1969
2020
Q3 		$39K Buy
+1,700
New +$40.4K ﹤0.01% 1894

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Nisa Investment Advisors's CBZ Position: Q2 2026 in Review

Nisa Investment Advisors increased its CBIZ (CBZ) stake by 11% in Q2 2026, buying an estimated $7.09K and bringing the position to 2,330 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Nisa Investment Advisors first reported a position in CBZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $182K in Q4 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Nisa Investment Advisors held 2,330 shares of CBIZ worth $74.7K as of Q2 2026.
  • Nisa Investment Advisors bought 228 CBIZ shares in Q2 2026, an estimated $7.09K.
  • CBIZ made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1685 holding.
  • Nisa Investment Advisors first reported a position in CBIZ in Q3 2020 and has held it in 24 quarters since.
  • Nisa Investment Advisors's CBIZ position peaked at $182K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.