RWM
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Raffa Wealth Management’s CBIZ CBZ Stock Holding History

Raffa Wealth Management’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 		$37.9K Buy
+1,180
New +$36.7K ﹤0.01% 198

Other funds holding CBZ

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
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

Raffa Wealth Management's CBZ Position: Q2 2026 in Review

Raffa Wealth Management opened a new position in CBIZ (CBZ) in Q2 2026: 1,180 shares worth $37.9K. The stake represents ﹤0.01% of the portfolio and ranks #198 among its holdings.

242 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Raffa Wealth Management held 1,180 shares of CBIZ worth $37.9K as of Q2 2026.
  • CBIZ was a new Raffa Wealth Management position in Q2 2026.
  • CBIZ made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #198 holding.
  • 242 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

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