PCM
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Prelude Capital Management’s CBIZ CBZ Stock Holding History

Prelude Capital 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
2026
Q1 		– Sell
-8,198
Closed -$414K – 1250
2025
Q4 		$414K Buy
+8,198
New +$431K 0.03% 619
2019
Q2 		– Sell
-368
Closed -$7K – 1714
2019
Q1 		$7K Buy
+368
New +$7.44K ﹤0.01% 1579
2015
Q1 		– Sell
-2,643
Closed -$23K – 1949
2014
Q4 		$23K Buy
+2,643
New +$22.8K ﹤0.01% 1688
2014
Q2 		– Sell
-470
Closed -$4K – 1934
2014
Q1 		$4K Sell
470
-1,130
-71% -$10.1K ﹤0.01% 1803
2013
Q4 		$15K Buy
+1,600
New +$13.5K ﹤0.01% 1399

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

Prelude Capital Management's CBZ Position: Q1 2026 in Review

Prelude Capital Management sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 8,198 shares — an estimated $414K sold.

Prelude Capital Management first reported a position in CBZ in Q4 2013 and held it in 5 quarters. The position peaked at $414K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Prelude Capital Management reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 8,198 CBIZ shares in Q1 2026, an estimated $414K.
  • Prelude Capital Management first reported a position in CBIZ in Q4 2013 and held it in 5 quarters.
  • Prelude Capital Management's CBIZ position peaked at $414K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.