Sanctuary Advisors’s CBIZ CBZ Stock Holding History

Sanctuary 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 Q3	–	Sell	-4,623	Closed	-$332K	–	2427
2025 Q2	$332K	Sell	4,623 -136	-3%	-$9.84K	﹤0.01%	1854
2025 Q1	$361K	Buy	4,759 +1,212	+34%	+$97.5K	﹤0.01%	1684
2024 Q4	$307K	Sell	3,547 -342	-9%	-$25.6K	﹤0.01%	1982
2024 Q3	$314K	Buy	+3,889	New	+$283K	﹤0.01%	1957

Other funds holding CBZ

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

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

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

Sanctuary Advisors's CBZ Position: Q3 2025 in Review

Sanctuary Advisors sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 4,623 shares — an estimated $332K sold.

Sanctuary Advisors first reported a position in CBZ in Q3 2024 and held it in 4 quarters. The position peaked at $361K in Q1 2025. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

Sanctuary Advisors reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
Sanctuary Advisors sold 4,623 CBIZ shares in Q3 2025, an estimated $332K.
Sanctuary Advisors first reported a position in CBIZ in Q3 2024 and held it in 4 quarters.
Sanctuary Advisors's CBIZ position peaked at $361K in Q1 2025.
262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Sanctuary Advisors's 13F filing for Q3 2025, filed 6 Jan 2026.