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Pacific Capital Partners’s CBIZ CBZ Stock Holding History

Pacific Capital Partners’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
-43,750
Closed -$2.21M – 44
2025
Q4 		$2.21M Sell
43,750
-58,750
-57% -$3.09M 2.34% 19
2025
Q3 		$5.43M Buy
102,500
+7,500
+8% +$484K 6.04% 4
2025
Q2 		$6.81M Sell
95,000
-30,000
-24% -$2.17M 6.39% 4
2025
Q1 		$9.48M Buy
125,000
+7,500
+6% +$603K 6% 4
2024
Q4 		$9.62M Buy
117,500
+5,000
+4% +$374K 5.66% 3
2024
Q3 		$7.57M Buy
112,500
+25,000
+29% +$1.82M 4.43% 6
2024
Q2 		$6.48M Hold
87,500
– – 4.29% 5
2024
Q1 		$6.87M Sell
87,500
-5,000
-5% -$348K 4.49% 5
2023
Q4 		$5.79M Buy
92,500
+30,000
+48% +$1.69M 4.37% 5
2023
Q3 		$3.24M Buy
+62,500
New +$3.37M 1.96% 19

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Pacific Capital Partners's CBZ Position: Q1 2026 in Review

Pacific Capital Partners sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 43,750 shares — an estimated $2.21M sold.

Pacific Capital Partners first reported a position in CBZ in Q3 2023 and held it in 10 quarters. The position peaked at $9.62M in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Pacific Capital Partners reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Pacific Capital Partners sold 43,750 CBIZ shares in Q1 2026, an estimated $2.21M.
  • Pacific Capital Partners first reported a position in CBIZ in Q3 2023 and held it in 10 quarters.
  • Pacific Capital Partners's CBIZ position peaked at $9.62M in Q4 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Pacific Capital Partners's 13F filing for Q1 2026, filed 9 Apr 2026.