Raymond James Financial
CBZ icon

Raymond James Financial’s CBIZ CBZ Stock Holding History

Raymond James Financial’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 		$629K Sell
19,611
-14,600
-43% -$454K ﹤0.01% 4345
2026
Q1 		$919K Buy
34,211
+14,127
+70% +$498K ﹤0.01% 3919
2025
Q4 		$1.01M Buy
20,084
+11,003
+121% +$578K ﹤0.01% 3760
2025
Q3 		$481K Buy
9,081
+7,236
+392% +$467K ﹤0.01% 4138
2025
Q2 		$132K Buy
+1,845
New +$133K ﹤0.01% 4724

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 $3.38T AUM 44.17% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Raymond James Financial's CBZ Position: Q2 2026 in Review

Raymond James Financial reduced its CBIZ (CBZ) stake by 43% in Q2 2026, selling an estimated $454K and leaving 19,611 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #4345.

Raymond James Financial first reported a position in CBZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2025. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Raymond James Financial held 19,611 shares of CBIZ worth $629K as of Q2 2026.
  • Raymond James Financial sold 14,600 CBIZ shares in Q2 2026, an estimated $454K.
  • CBIZ made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4345 holding.
  • Raymond James Financial first reported a position in CBIZ in Q2 2025 and has held it in 5 quarters since.
  • Raymond James Financial's CBIZ position peaked at $1.01M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.