Nuveen
CBZ icon

Nuveen’s CBIZ CBZ Stock Holding History

Nuveen’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 		$14.9M Buy
464,362
+315,750
+212% +$9.82M ﹤0.01% 1450
2026
Q1 		$3.99M Buy
148,612
+35,272
+31% +$1.24M ﹤0.01% 1974
2025
Q4 		$5.72M Sell
113,340
-2,344
-2% -$123K ﹤0.01% 1848
2025
Q3 		$6.13M Sell
115,684
-74,496
-39% -$4.8M ﹤0.01% 1807
2025
Q2 		$13.6M Sell
190,180
-119,522
-39% -$8.65M ﹤0.01% 1319
2025
Q1 		$23.5M Buy
309,702
+65,622
+27% +$5.28M 0.01% 1031
2024
Q4 		$20M Buy
244,080
+112,569
+86% +$8.42M 0.01% 1191
2024
Q3 		$8.85M Sell
131,511
-37,174
-22% -$2.7M ﹤0.01% 1687
2024
Q2 		$12.5M Sell
168,685
-67,834
-29% -$5.13M ﹤0.01% 1442
2024
Q1 		$18.6M Sell
236,519
-40,149
-15% -$2.79M 0.01% 1226
2023
Q4 		$17.3M Buy
276,668
+11,749
+4% +$663K 0.01% 1246
2023
Q3 		$13.7M Sell
264,919
-148,736
-36% -$8.02M ﹤0.01% 1283
2023
Q2 		$22M Sell
413,655
-77,312
-16% -$3.98M 0.01% 1011
2023
Q1 		$24.3M Buy
490,967
+46,346
+10% +$2.23M 0.01% 909
2022
Q4 		$20.8M Buy
444,621
+94,166
+27% +$4.48M 0.01% 1015
2022
Q3 		$15M Buy
350,455
+66,771
+24% +$2.92M 0.01% 1210
2022
Q2 		$11.3M Buy
283,684
+30,952
+12% +$1.25M ﹤0.01% 1420
2022
Q1 		$10.2M Sell
252,732
-4,491
-2% -$176K ﹤0.01% 1630
2021
Q4 		$10.1M Buy
257,223
+54,812
+27% +$2.04M ﹤0.01% 1689
2021
Q3 		$6.55M Sell
202,411
-13,309
-6% -$433K ﹤0.01% 2067
2021
Q2 		$7.07M Buy
215,720
+6,797
+3% +$227K ﹤0.01% 2070
2021
Q1 		$6.82M Sell
208,923
-834,937
-80% -$24.6M ﹤0.01% 2006
2020
Q4 		$27.8M Sell
1,043,860
-223,738
-18% -$5.51M 0.01% 1033
2020
Q3 		$29M Sell
1,267,598
-146,620
-10% -$3.48M 0.01% 844
2020
Q2 		$33.9M Sell
1,414,218
-94,566
-6% -$2.15M 0.01% 725
2020
Q1 		$31.6M Sell
1,508,784
-60,543
-4% -$1.54M 0.02% 662
2019
Q4 		$42.3M Buy
1,569,327
+4,584
+0.3% +$119K 0.02% 756
2019
Q3 		$36.8M Buy
1,564,743
+157,432
+11% +$3.54M 0.01% 815
2019
Q2 		$27.6M Buy
+1,407,311
New +$28.2M 0.01% 976
2015
Q4 		– Sell
-197,142
Closed -$1.94K – 1528
2015
Q3 		$1.94K Sell
197,142
-44,495
-18% -$434K 0.01% 772
2015
Q2 		$2.33K Sell
241,637
-15,395
-6% -$144K 0.01% 763
2015
Q1 		$2.4M Buy
257,032
+1,499
+0.6% +$13.1K 0.01% 765
2014
Q4 		$2.19M Sell
255,533
-21,031
-8% -$181K 0.01% 805
2014
Q3 		$2.18M Sell
276,564
-55,482
-17% -$473K 0.01% 786
2014
Q2 		$3M Sell
332,046
-13,331
-4% -$116K 0.02% 677
2014
Q1 		$3.16M Sell
345,377
-45,093
-12% -$405K 0.02% 639
2013
Q4 		$3.56M Sell
390,470
-66,018
-14% -$556K 0.02% 589
2013
Q3 		$3.4M Buy
456,488
+67,792
+17% +$487K 0.02% 609
2013
Q2 		$2.61M Buy
+388,696
New +$2.52M 0.02% 666

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

Nuveen's CBZ Position: Q2 2026 in Review

Nuveen increased its CBIZ (CBZ) stake by 212% in Q2 2026, buying an estimated $9.82M and bringing the position to 464,362 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Nuveen first reported a position in CBZ in Q2 2013 and has held it in 39 quarters since. The position peaked at $42.3M in Q4 2019. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Nuveen held 464,362 shares of CBIZ worth $14.9M as of Q2 2026.
  • Nuveen bought 315,750 CBIZ shares in Q2 2026, an estimated $9.82M.
  • CBIZ made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #1450 holding.
  • Nuveen first reported a position in CBIZ in Q2 2013 and has held it in 39 quarters since.
  • Nuveen's CBIZ position peaked at $42.3M in Q4 2019.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.