SageView Advisory Group’s CBIZ CBZ Stock Holding History

SageView Advisory Group’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	-80	Closed	-$4.04K	–	882
2025 Q4	$4.04K	Buy	+80	New	+$4.21K	﹤0.01%	2029

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SageView Advisory Group's CBZ Position: Q1 2026 in Review

SageView Advisory Group sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 80 shares — an estimated $4.04K sold.

SageView Advisory Group first reported a position in CBZ in Q4 2025 and held it in 1 quarter. The position peaked at $4.04K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

SageView Advisory Group reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 80 CBIZ shares in Q1 2026, an estimated $4.04K.
SageView Advisory Group first reported a position in CBIZ in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's CBIZ position peaked at $4.04K in Q4 2025.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.