Revolve Wealth Partners’s CBIZ CBZ Stock Holding History

Revolve Wealth Partners’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	$233K	Buy	+4,260	New	+$214K	0.02%	281

Other funds holding CBZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

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 Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Revolve Wealth Partners's CBZ Position: Q3 2026 in Review

Revolve Wealth Partners opened a new position in CBIZ (CBZ) in Q3 2026: 4,260 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings.

39 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

Revolve Wealth Partners held 4,260 shares of CBIZ worth $233K as of Q3 2026.
CBIZ was a new Revolve Wealth Partners position in Q3 2026.
CBIZ made up 0.02% of Revolve Wealth Partners's portfolio in Q3 2026, its #281 holding.
39 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on Revolve Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.