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
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
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

Parkside Financial Bank & Trust's CBZ Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its CBIZ (CBZ) stake by 4,490% in Q1 2026, buying an estimated $47.5K and bringing the position to 1,377 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Parkside Financial Bank & Trust first reported a position in CBZ in Q3 2024 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Parkside Financial Bank & Trust held 1,377 shares of CBIZ worth $37K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 1,347 CBIZ shares in Q1 2026, an estimated $47.5K.
  • CBIZ made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1078 holding.
  • Parkside Financial Bank & Trust first reported a position in CBIZ in Q3 2024 and has held it in 6 quarters since.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.