RIL
CBZ icon

Rothschild Investment LLC’s CBIZ CBZ Stock Holding History

Rothschild Investment LLC’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
Q2 		$8.56K Buy
267
+103
+63% +$3.2K ﹤0.01% 1979
2026
Q1 		$4.4K Buy
164
+115
+235% +$4.06K ﹤0.01% 2122
2025
Q4 		$2.47K Buy
49
+44
+880% +$2.31K ﹤0.01% 2259
2025
Q3 		$265 Sell
5
-55
-92% -$3.55K ﹤0.01% 2971
2025
Q2 		$4.3K Buy
60
+5
+9% +$362 ﹤0.01% 1590
2025
Q1 		$4.17K Sell
55
-5
-8% -$402 ﹤0.01% 1527
2024
Q4 		$4.91K Buy
60
+40
+200% +$2.99K ﹤0.01% 1348
2024
Q3 		$1.35K Buy
20
+15
+300% +$1.09K ﹤0.01% 1957
2024
Q2 		$371 Hold
5
– – ﹤0.01% 2192
2024
Q1 		$393 Buy
+5
New +$348 ﹤0.01% 1451

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Rothschild Investment LLC's CBZ Position: Q2 2026 in Review

Rothschild Investment LLC increased its CBIZ (CBZ) stake by 63% in Q2 2026, buying an estimated $3.2K and bringing the position to 267 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Rothschild Investment LLC first reported a position in CBZ in Q1 2024 and has held it in 10 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Rothschild Investment LLC held 267 shares of CBIZ worth $8.56K as of Q2 2026.
  • Rothschild Investment LLC bought 103 CBIZ shares in Q2 2026, an estimated $3.2K.
  • CBIZ made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1979 holding.
  • Rothschild Investment LLC first reported a position in CBIZ in Q1 2024 and has held it in 10 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.