Private Advisor Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.37M | Hold |
42,652
| – | – | 0.01% | 1199 |
|
|
2026
Q1 | $1.15M | Buy |
42,652
+82
| +0.2% | +$2.89K | 0.01% | 1338 |
|
|
2025
Q4 | $2.15M | Sell |
42,570
-191
| -0.4% | -$10K | 0.01% | 1010 |
|
|
2025
Q3 | $2.26M | Buy |
42,761
+4
| +0% | +$258 | 0.01% | 954 |
|
|
2025
Q2 | $3.07M | Hold |
42,757
| – | – | 0.02% | 771 |
|
|
2025
Q1 | $3.24M | Sell |
42,757
-6
| -0% | -$483 | 0.02% | 689 |
|
|
2024
Q4 | $3.5M | Sell |
42,763
-490
| -1% | -$36.6K | 0.02% | 650 |
|
|
2024
Q3 | $2.91M | Sell |
43,253
-63
| -0.1% | -$4.58K | 0.02% | 730 |
|
|
2024
Q2 | $3.21M | Sell |
43,316
-149
| -0.3% | -$11.3K | 0.02% | 649 |
|
|
2024
Q1 | $3.41M | Buy |
43,465
+1,130
| +3% | +$78.6K | 0.02% | 594 |
|
|
2023
Q4 | $2.65M | Buy |
42,335
+78
| +0.2% | +$4.4K | 0.02% | 653 |
|
|
2023
Q3 | $2.19M | Hold |
42,257
| – | – | 0.02% | 676 |
|
|
2023
Q2 | $2.25M | Hold |
42,257
| – | – | 0.02% | 673 |
|
|
2023
Q1 | $2.09M | Hold |
42,257
| – | – | 0.02% | 660 |
|
|
2022
Q4 | $1.98K | Hold |
42,257
| – | – | ﹤0.01% | 1116 |
|
|
2022
Q3 | $1.81M | Sell |
42,257
-6,063
| -13% | -$265K | 0.02% | 662 |
|
|
2022
Q2 | $1.93M | Sell |
48,320
-4,180
| -8% | -$169K | 0.02% | 772 |
|
|
2022
Q1 | $2.2M | Buy |
52,500
+17
| +0% | +$666 | 0.02% | 762 |
|
|
2021
Q4 | $2.05M | Buy |
52,483
+7,125
| +16% | +$266K | 0.02% | 804 |
|
|
2021
Q3 | $1.47M | Sell |
45,358
-620
| -1% | -$20.2K | 0.01% | 1026 |
|
|
2021
Q2 | $1.51M | Sell |
45,978
-290
| -0.6% | -$9.69K | 0.01% | 872 |
|
|
2021
Q1 | $1.51M | Sell |
46,268
-1,087
| -2% | -$32K | 0.01% | 819 |
|
|
2020
Q4 | $1.26M | Buy |
47,355
+937
| +2% | +$23.1K | 0.01% | 817 |
|
|
2020
Q3 | $1.06M | Hold |
46,418
| – | – | 0.01% | 766 |
|
|
2020
Q2 | $1.11M | Hold |
46,418
| – | – | 0.02% | 719 |
|
|
2020
Q1 | $971K | Sell |
46,418
-41,000
| -47% | -$1.04M | 0.02% | 664 |
|
|
2019
Q4 | $2.36M | Hold |
87,418
| – | – | 0.04% | 474 |
|
|
2019
Q3 | $2.05M | Sell |
87,418
-2,675
| -3% | -$60.1K | 0.03% | 541 |
|
|
2019
Q2 | $1.76M | Buy |
90,093
+747
| +0.8% | +$15K | 0.03% | 521 |
|
|
2019
Q1 | $1.81M | Sell |
89,346
-50,666
| -36% | -$1.02M | 0.04% | 474 |
|
|
2018
Q4 | $2.76M | Buy |
140,012
+4,369
| +3% | +$93.4K | 0.07% | 291 |
|
|
2018
Q3 | $3.21M | Buy |
135,643
+6,606
| +5% | +$153K | 0.07% | 293 |
|
|
2018
Q2 | $3.01M | Buy |
+129,037
| New | +$2.61M | 0.05% | 186 |
|
|
2018
Q1 | – | Sell |
-128,622
| Closed | -$2.04M | – | 1188 |
|
|
2017
Q4 | $2.04M | Sell |
128,622
-9,753
| -7% | -$153K | 0.09% | 229 |
|
|
2017
Q3 | $2.31M | Sell |
138,375
-9,746
| -7% | -$147K | 0.06% | 322 |
|
|
2017
Q2 | $2.19M | Buy |
+148,121
| New | +$2.22M | 0.06% | 316 |
|
Other funds holding CBZ
2C
PCP
Private Advisor Group's CBZ Position: Q2 2026 in Review
Private Advisor Group held its CBIZ (CBZ) position steady in Q2 2026 at 42,652 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1199.
Private Advisor Group first reported a position in CBZ in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.5M in Q4 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.
- Private Advisor Group held 42,652 shares of CBIZ worth $1.37M as of Q2 2026.
- Private Advisor Group left its CBIZ share count unchanged in Q2 2026.
- CBIZ made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1199 holding.
- Private Advisor Group first reported a position in CBIZ in Q2 2017 and has held it in 36 quarters since.
- Private Advisor Group's CBIZ position peaked at $3.5M in Q4 2024.
- 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.
Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.