NPPM
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North Point Portfolio Managers’s CBIZ CBZ Stock Holding History

North Point Portfolio Managers’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
Q3 		$26.5K Buy
+485
New +$24.4K ﹤0.01% 165

Other funds holding CBZ

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

North Point Portfolio Managers's CBZ Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in CBIZ (CBZ) in Q3 2026: 485 shares worth $26.5K. The stake represents ﹤0.01% of the portfolio and ranks #165 among its holdings.

6 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

  • North Point Portfolio Managers held 485 shares of CBIZ worth $26.5K as of Q3 2026.
  • CBIZ was a new North Point Portfolio Managers position in Q3 2026.
  • CBIZ made up ﹤0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #165 holding.
  • 6 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.