PFBT
CBZ icon

Parkside Financial Bank & Trust’s CBIZ CBZ Stock Holding History

Parkside Financial Bank & Trust’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 		$52.3K Buy
1,629
+252
+18% +$7.84K ﹤0.01% 1034
2026
Q1 		$37K Buy
1,377
+1,347
+4,490% +$47.5K ﹤0.01% 1078
2025
Q4 		$1.51K Buy
+30
New +$1.58K ﹤0.01% 2199
2025
Q3 		– Sell
-202
Closed -$14.5K – 2729
2025
Q2 		$14.5K Sell
202
-10
-5% -$723 ﹤0.01% 1369
2025
Q1 		$16.1K Buy
212
+56
+36% +$4.5K ﹤0.01% 1229
2024
Q4 		$12.8K Buy
156
+47
+43% +$3.51K ﹤0.01% 1219
2024
Q3 		$7.33K Buy
+109
New +$7.92K ﹤0.01% 1338

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 $3.38T AUM 44.17% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Parkside Financial Bank & Trust's CBZ Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its CBIZ (CBZ) stake by 18% in Q2 2026, buying an estimated $7.84K and bringing the position to 1,629 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Parkside Financial Bank & Trust first reported a position in CBZ in Q3 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Parkside Financial Bank & Trust held 1,629 shares of CBIZ worth $52.3K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 252 CBIZ shares in Q2 2026, an estimated $7.84K.
  • CBIZ made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1034 holding.
  • Parkside Financial Bank & Trust first reported a position in CBIZ in Q3 2024 and has held it in 7 quarters since.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.