Quadrant Capital Group
CBZ icon

Quadrant Capital Group’s CBIZ CBZ Stock Holding History

Quadrant Capital 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
Q3 		$662K Hold
12,093
– – 0.02% 741
2026
Q2 		$388K Buy
12,093
+129
+1% +$4.01K 0.01% 995
2026
Q1 		$321K Buy
11,964
+11,873
+13,047% +$419K 0.01% 1104
2025
Q4 		$4.59K Sell
91
-81
-47% -$4.26K ﹤0.01% 2393
2025
Q3 		$9.11K Buy
+172
New +$11.1K ﹤0.01% 2187
2025
Q2 		– Sell
-206
Closed -$15.6K – 1559
2025
Q1 		$15.6K Hold
206
– – ﹤0.01% 2106
2024
Q4 		$16.9K Hold
206
– – ﹤0.01% 1961
2024
Q3 		$13.9K Hold
206
– – ﹤0.01% 2040
2024
Q2 		$15.3K Buy
206
+4
+2% +$302 ﹤0.01% 1967
2024
Q1 		$15.9K Sell
202
-1
-0.5% -$70 ﹤0.01% 1938
2023
Q4 		$12.7K Buy
203
+2
+1% +$113 ﹤0.01% 1987
2023
Q3 		$10.4K Sell
201
-22
-10% -$1.19K ﹤0.01% 1975
2023
Q2 		$11.9K Buy
223
+81
+57% +$4.17K ﹤0.01% 1931
2023
Q1 		$7.03K Sell
142
-64
-31% -$3.08K ﹤0.01% 2155
2022
Q4 		$9.7K Buy
206
+24
+13% +$1.14K ﹤0.01% 1964
2022
Q3 		$8K Buy
182
+23
+14% +$1.01K ﹤0.01% 1951
2022
Q2 		$6K Buy
159
+3
+2% +$121 ﹤0.01% 1884
2022
Q1 		$6K Sell
156
-2
-1% -$78 ﹤0.01% 1832
2021
Q4 		$6K Sell
158
-2
-1% -$75 ﹤0.01% 1799
2021
Q3 		$5K Buy
160
+13
+9% +$423 ﹤0.01% 1851
2021
Q2 		$5K Buy
147
+18
+14% +$602 ﹤0.01% 1823
2021
Q1 		$4K Buy
129
+26
+25% +$766 ﹤0.01% 1843
2020
Q4 		$3K Hold
103
– – ﹤0.01% 1816
2020
Q3 		$2K Buy
103
+53
+106% +$1.26K ﹤0.01% 1792
2020
Q2 		$1K Buy
50
+38
+317% +$862 ﹤0.01% 2017
2020
Q1 		$0 Buy
+12
New +$306 ﹤0.01% 2120
2019
Q3 		– Sell
-1,052
Closed -$20K – 2300
2019
Q2 		$20K Hold
1,052
– – ﹤0.01% 1629
2019
Q1 		$21K Buy
+1,052
New +$21.3K ﹤0.01% 1531

Other funds holding CBZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
OIA
Oakmont Investment Advisors Pittsburgh, Pennsylvania $148M AUM 63.88% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Helium Advisors
Helium Advisors Everett, Washington $115M AUM 17.66% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Quadrant Capital Group's CBZ Position: Q3 2026 in Review

Quadrant Capital Group held its CBIZ (CBZ) position steady in Q3 2026 at 12,093 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #741.

Quadrant Capital Group first reported a position in CBZ in Q1 2019 and has held it in 28 quarters since. 39 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

  • Quadrant Capital Group held 12,093 shares of CBIZ worth $662K as of Q3 2026.
  • Quadrant Capital Group left its CBIZ share count unchanged in Q3 2026.
  • CBIZ made up 0.02% of Quadrant Capital Group's portfolio in Q3 2026, its #741 holding.
  • Quadrant Capital Group first reported a position in CBIZ in Q1 2019 and has held it in 28 quarters since.
  • 39 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on Quadrant Capital Group's 13F filing for Q3 2026, filed 20 Oct 2026.