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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
Q2 		$16.5K Hold
514
– – ﹤0.01% 1865
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 $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

Pinnacle Wealth Planning Services's CBZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its CBIZ (CBZ) position steady in Q2 2026 at 514 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Pinnacle Wealth Planning Services first reported a position in CBZ in Q4 2020 and has held it in 4 quarters since. The position peaked at $33K in Q4 2025. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 514 shares of CBIZ worth $16.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its CBIZ share count unchanged in Q2 2026.
  • CBIZ made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1865 holding.
  • Pinnacle Wealth Planning Services first reported a position in CBIZ in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's CBIZ position peaked at $33K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.