Retirement Systems of Alabama
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Retirement Systems of Alabama’s CBIZ CBZ Stock Holding History

Retirement Systems of Alabama’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
2025
Q2 		– Sell
-59,288
Closed -$4.5M – 936
2025
Q1 		$4.5M Hold
59,288
– – 0.02% 741
2024
Q4 		$4.85M Sell
59,288
-26,906
-31% -$2.01M 0.02% 729
2024
Q3 		$5.8M Buy
86,194
+8,032
+10% +$584K 0.02% 686
2024
Q2 		$5.79M Buy
78,162
+13,424
+21% +$1.01M 0.02% 660
2024
Q1 		$5.08M Sell
64,738
-12,818
-17% -$891K 0.02% 711
2023
Q4 		$4.85M Buy
77,556
+5,257
+7% +$297K 0.02% 714
2023
Q3 		$3.75M Hold
72,299
– – 0.02% 747
2023
Q2 		$3.85M Buy
+72,299
New +$3.72M 0.02% 774

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Retirement Systems of Alabama's CBZ Position: Q2 2025 in Review

Retirement Systems of Alabama sold out of CBIZ (CBZ) in Q2 2025, closing a stake of 59,288 shares — an estimated $4.5M sold.

Retirement Systems of Alabama first reported a position in CBZ in Q2 2023 and held it in 8 quarters. The position peaked at $5.8M in Q3 2024. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

  • Retirement Systems of Alabama reported no remaining CBIZ position as of Q2 2025 after selling out during the quarter.
  • Retirement Systems of Alabama sold 59,288 CBIZ shares in Q2 2025, an estimated $4.5M.
  • Retirement Systems of Alabama first reported a position in CBIZ in Q2 2023 and held it in 8 quarters.
  • Retirement Systems of Alabama's CBIZ position peaked at $5.8M in Q3 2024.
  • 276 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Retirement Systems of Alabama's 13F filing for Q2 2025, filed 4 Aug 2025.