PFM
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Premier Fund Managers’s CBIZ CBZ Stock Holding History

Premier Fund Managers’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
-614,524
Closed -$31.5M – 168
2025
Q4 		$31.5M Sell
614,524
-200,347
-25% -$10.5M 1.82% 20
2025
Q3 		$43.8M Sell
814,871
-3,643
-0.4% -$235K 1.8% 26
2025
Q2 		$58.2M Buy
818,514
+7,515
+0.9% +$544K 2.12% 19
2025
Q1 		$60.8M Sell
810,999
-2,699
-0.3% -$217K 2.27% 12
2024
Q4 		$66.4M Hold
813,698
– – 2.37% 9
2024
Q3 		$54.4M Buy
813,698
+100,000
+14% +$7.27M 1.93% 25
2024
Q2 		$52.6M Hold
713,698
– – 2.11% 16
2024
Q1 		$55.7M Sell
713,698
-2,244
-0.3% -$156K 2.21% 14
2023
Q4 		$44.8M Buy
715,942
+100,000
+16% +$5.65M 1.93% 25
2023
Q3 		$32.4M Buy
615,942
+527,448
+596% +$28.4M 1.53% 31
2023
Q2 		$4.69M Buy
+88,494
New +$4.55M 0.19% 83

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

Premier Fund Managers's CBZ Position: Q1 2026 in Review

Premier Fund Managers sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 614,524 shares — an estimated $31.5M sold.

Premier Fund Managers first reported a position in CBZ in Q2 2023 and held it in 11 quarters. The position peaked at $66.4M in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Premier Fund Managers reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Premier Fund Managers sold 614,524 CBIZ shares in Q1 2026, an estimated $31.5M.
  • Premier Fund Managers first reported a position in CBIZ in Q2 2023 and held it in 11 quarters.
  • Premier Fund Managers's CBIZ position peaked at $66.4M in Q4 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Premier Fund Managers's 13F filing for Q1 2026, filed 14 May 2026.