Rise Advisors’s CBIZ CBZ Stock Holding History

Rise Advisors’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 Q4	–	Sell	-130	Closed	-$6.88K	–	320
2025 Q3	$6.88K	Hold	130	–	–	﹤0.01%	1115
2025 Q2	$9.32K	Hold	130	–	–	﹤0.01%	1030
2025 Q1	$9.86K	Buy	+130	New	+$10.5K	﹤0.01%	980

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

22C Capital Boca Raton, Florida $86M AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rise Advisors's CBZ Position: Q4 2025 in Review

Rise Advisors sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 130 shares — an estimated $6.88K sold.

Rise Advisors first reported a position in CBZ in Q1 2025 and held it in 3 quarters. The position peaked at $9.86K in Q1 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

Rise Advisors reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 130 CBIZ shares in Q4 2025, an estimated $6.88K.
Rise Advisors first reported a position in CBIZ in Q1 2025 and held it in 3 quarters.
Rise Advisors's CBIZ position peaked at $9.86K in Q1 2025.
263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.