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Private Wealth Management Group’s CBIZ CBZ Stock Holding History

Private Wealth Management Group’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 		$5.39K Buy
168
+19
+13% +$591 ﹤0.01% 821
2026
Q1 		$4K Buy
+149
New +$5.25K ﹤0.01% 849

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

Private Wealth Management Group's CBZ Position: Q2 2026 in Review

Private Wealth Management Group increased its CBIZ (CBZ) stake by 13% in Q2 2026, buying an estimated $591 and bringing the position to 168 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Private Wealth Management Group first reported a position in CBZ in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Private Wealth Management Group held 168 shares of CBIZ worth $5.39K as of Q2 2026.
  • Private Wealth Management Group bought 19 CBIZ shares in Q2 2026, an estimated $591.
  • CBIZ made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #821 holding.
  • Private Wealth Management Group first reported a position in CBIZ in Q1 2026 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.