Root Financial Partners’s CBIZ CBZ Stock Holding History

Root Financial 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 Q1	–	Sell	-2	Closed	-$101	–	3482
2025 Q4	$101	Hold	2	–	–	﹤0.01%	2333
2025 Q3	$106	Buy	+2	New	+$129	﹤0.01%	2237

Other funds holding CBZ

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Root Financial Partners's CBZ Position: Q1 2026 in Review

Root Financial Partners sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 2 shares — an estimated $101 sold.

Root Financial Partners first reported a position in CBZ in Q3 2025 and held it in 2 quarters. The position peaked at $106 in Q3 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Root Financial Partners reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 2 CBIZ shares in Q1 2026, an estimated $101.
Root Financial Partners first reported a position in CBIZ in Q3 2025 and held it in 2 quarters.
Root Financial Partners's CBIZ position peaked at $106 in Q3 2025.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.