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Pinnacle Wealth Planning Services’s CBIZ CBZ Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.8K Sell
514
-140
-21% -$4.94K ﹤0.01% 1878
2025
Q4 		$33K Buy
+654
New +$34.4K ﹤0.01% 1458
2021
Q1 		– Sell
-628
Closed -$17K – 617
2020
Q4 		$17K Buy
+628
New +$15.5K ﹤0.01% 1212

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Pinnacle Wealth Planning Services's CBZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its CBIZ (CBZ) stake by 21% in Q1 2026, selling an estimated $4.94K and leaving 514 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Pinnacle Wealth Planning Services first reported a position in CBZ in Q4 2020 and has held it in 3 quarters since. The position peaked at $33K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 514 shares of CBIZ worth $13.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 140 CBIZ shares in Q1 2026, an estimated $4.94K.
  • CBIZ made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1878 holding.
  • Pinnacle Wealth Planning Services first reported a position in CBIZ in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's CBIZ position peaked at $33K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.