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Principal Securities’s CBIZ CBZ Stock Holding History

Principal Securities’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
Q4 		– Sell
-142
Closed -$7.52K – 1671
2025
Q3 		$7.52K Sell
142
-60
-30% -$3.87K ﹤0.01% 2823
2025
Q2 		$14.5K Buy
202
+32
+19% +$2.31K ﹤0.01% 2473
2025
Q1 		$13.9K Hold
170
– – ﹤0.01% 2391
2024
Q4 		$13.9K Hold
170
– – ﹤0.01% 2387
2024
Q3 		$11.4K Buy
170
+60
+55% +$4.36K ﹤0.01% 2380
2024
Q2 		$8.15K Hold
110
– – ﹤0.01% 2481
2024
Q1 		$8.63K Hold
110
– – ﹤0.01% 2406
2023
Q4 		$6.88K Buy
+110
New +$6.21K ﹤0.01% 2413

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
2C
22C Capital Boca Raton, Florida $86M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Securities's CBZ Position: Q4 2025 in Review

Principal Securities sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 142 shares — an estimated $7.52K sold.

Principal Securities first reported a position in CBZ in Q4 2023 and held it in 8 quarters. The position peaked at $14.5K in Q2 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • Principal Securities reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 142 CBIZ shares in Q4 2025, an estimated $7.52K.
  • Principal Securities first reported a position in CBIZ in Q4 2023 and held it in 8 quarters.
  • Principal Securities's CBIZ position peaked at $14.5K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.