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Nvest Wealth Strategies’s CBIZ CBZ Stock Holding History

Nvest Wealth Strategies’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 		$10.4K Buy
325
+200
+160% +$6.22K 0.01% 118
2026
Q1 		$3.36K Hold
125
– – ﹤0.01% 166
2025
Q4 		$6.31K Buy
+125
New +$6.57K ﹤0.01% 140

Other funds holding CBZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Nvest Wealth Strategies's CBZ Position: Q2 2026 in Review

Nvest Wealth Strategies increased its CBIZ (CBZ) stake by 160% in Q2 2026, buying an estimated $6.22K and bringing the position to 325 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #118.

Nvest Wealth Strategies first reported a position in CBZ in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Nvest Wealth Strategies held 325 shares of CBIZ worth $10.4K as of Q2 2026.
  • Nvest Wealth Strategies bought 200 CBIZ shares in Q2 2026, an estimated $6.22K.
  • CBIZ made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #118 holding.
  • Nvest Wealth Strategies first reported a position in CBIZ in Q4 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.