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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial's CBZ Position: Q1 2026 in Review

Raymond James Financial increased its CBIZ (CBZ) stake by 70% in Q1 2026, buying an estimated $498K and bringing the position to 34,211 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #3919.

Raymond James Financial first reported a position in CBZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Raymond James Financial held 34,211 shares of CBIZ worth $919K as of Q1 2026.
  • Raymond James Financial bought 14,127 CBIZ shares in Q1 2026, an estimated $498K.
  • CBIZ made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3919 holding.
  • Raymond James Financial first reported a position in CBIZ in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's CBIZ position peaked at $1.01M in Q4 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.