Optimize Financial’s CBIZ CBZ Stock Holding History

Optimize Financial’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 Q1	–	Sell	-5,372	Closed	-$271K	–	327
2025 Q4	$271K	Buy	5,372 +76	+1%	+$4K	0.14%	291
2025 Q3	$280K	Buy	+5,296	New	+$342K	0.15%	294

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

22C Capital Boca Raton, Florida $86M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimize Financial's CBZ Position: Q1 2026 in Review

Optimize Financial sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 5,372 shares — an estimated $271K sold.

Optimize Financial first reported a position in CBZ in Q3 2025 and held it in 2 quarters. The position peaked at $280K in Q3 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Optimize Financial reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 5,372 CBIZ shares in Q1 2026, an estimated $271K.
Optimize Financial first reported a position in CBIZ in Q3 2025 and held it in 2 quarters.
Optimize Financial's CBIZ position peaked at $280K in Q3 2025.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.