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Parallel Advisors’s CBIZ CBZ Stock Holding History

Parallel Advisors’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 		$15.7K Buy
488
+246
+102% +$7.65K ﹤0.01% 2737
2026
Q1 		$6.5K Buy
242
+181
+297% +$6.38K ﹤0.01% 2940
2025
Q4 		$3.08K Hold
61
– – ﹤0.01% 3005
2025
Q3 		$3.23K Hold
61
– – ﹤0.01% 2935
2025
Q2 		$4.37K Hold
61
– – ﹤0.01% 2791
2025
Q1 		$4.63K Hold
61
– – ﹤0.01% 2709
2024
Q4 		$4.99K Sell
61
-15
-20% -$1.12K ﹤0.01% 2651
2024
Q3 		$5.11K Buy
76
+1
+1% +$73 ﹤0.01% 2606
2024
Q2 		$5.56K Sell
75
-92
-55% -$6.95K ﹤0.01% 2506
2024
Q1 		$13.1K Buy
167
+106
+174% +$7.37K ﹤0.01% 2186
2023
Q4 		$3.82K Sell
61
-38
-38% -$2.15K ﹤0.01% 2601
2023
Q3 		$5.14K Hold
99
– – ﹤0.01% 2493
2023
Q2 		$5.28K Sell
99
-7
-7% -$360 ﹤0.01% 2408
2023
Q1 		$5.25K Sell
106
-4
-4% -$193 ﹤0.01% 2394
2022
Q4 		$5.15K Buy
110
+11
+11% +$523 ﹤0.01% 2316
2022
Q3 		$4K Hold
99
– – ﹤0.01% 2369
2022
Q2 		$4K Sell
99
-54
-35% -$2.18K ﹤0.01% 2323
2022
Q1 		$6K Sell
153
-594
-80% -$23.3K ﹤0.01% 2216
2021
Q4 		$29K Buy
747
+56
+8% +$2.09K ﹤0.01% 1597
2021
Q3 		$22K Buy
691
+479
+226% +$15.6K ﹤0.01% 1681
2021
Q2 		$7K Buy
212
+188
+783% +$6.28K ﹤0.01% 2147
2021
Q1 		$1K Buy
24
+16
+200% +$471 ﹤0.01% 2586
2020
Q4 		$0 Hold
8
– – ﹤0.01% 2576
2020
Q3 		$0 Hold
8
– – ﹤0.01% 2563
2020
Q2 		$0 Buy
+8
New +$182 ﹤0.01% 2464

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

Parallel Advisors's CBZ Position: Q2 2026 in Review

Parallel Advisors increased its CBIZ (CBZ) stake by 102% in Q2 2026, buying an estimated $7.65K and bringing the position to 488 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

Parallel Advisors first reported a position in CBZ in Q2 2020 and has held it in 25 quarters since. The position peaked at $29K in Q4 2021. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Parallel Advisors held 488 shares of CBIZ worth $15.7K as of Q2 2026.
  • Parallel Advisors bought 246 CBIZ shares in Q2 2026, an estimated $7.65K.
  • CBIZ made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2737 holding.
  • Parallel Advisors first reported a position in CBIZ in Q2 2020 and has held it in 25 quarters since.
  • Parallel Advisors's CBIZ position peaked at $29K in Q4 2021.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.