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Parkworth Wealth Management’s CBIZ CBZ Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$72 Hold
1
– – ﹤0.01% 1199
2025
Q1 		$76 Hold
1
– – ﹤0.01% 1018
2024
Q4 		$82 Buy
+1
New +$75 ﹤0.01% 1042

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parkworth Wealth Management's CBZ Position: Q2 2025 in Review

Parkworth Wealth Management held its CBIZ (CBZ) position steady in Q2 2025 at 1 share worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Parkworth Wealth Management first reported a position in CBZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $82 in Q4 2024. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

  • Parkworth Wealth Management held 1 share of CBIZ worth $72 as of Q2 2025.
  • Parkworth Wealth Management left its CBIZ share count unchanged in Q2 2025.
  • CBIZ made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1199 holding.
  • Parkworth Wealth Management first reported a position in CBIZ in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's CBIZ position peaked at $82 in Q4 2024.
  • 276 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.