SMH
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Sanders Morris Harris’s CBIZ CBZ Stock Holding History

Sanders Morris Harris’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
-3,400
Closed -$244K – 313
2025
Q2 		$244K Hold
3,400
– – 0.06% 124
2025
Q1 		$258K Hold
3,400
– – 0.04% 227
2024
Q4 		$279K Hold
3,400
– – 0.04% 228
2024
Q3 		$229K Hold
3,400
– – 0.04% 245
2024
Q2 		$252K Hold
3,400
– – 0.04% 232
2024
Q1 		$267K Buy
+3,400
New +$236K 0.05% 220
2023
Q2 		– Sell
-4,400
Closed -$218K – 255
2023
Q1 		$218K Hold
4,400
– – 0.08% 120
2022
Q4 		$206K Buy
+4,400
New +$209K 0.08% 178

Other funds holding CBZ

Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Morris Harris's CBZ Position: Q3 2025 in Review

Sanders Morris Harris sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 3,400 shares — an estimated $244K sold.

Sanders Morris Harris first reported a position in CBZ in Q4 2022 and held it in 8 quarters. The position peaked at $279K in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Sanders Morris Harris reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Sanders Morris Harris sold 3,400 CBIZ shares in Q3 2025, an estimated $244K.
  • Sanders Morris Harris first reported a position in CBIZ in Q4 2022 and held it in 8 quarters.
  • Sanders Morris Harris's CBIZ position peaked at $279K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Sanders Morris Harris's 13F filing for Q3 2025, filed 7 Oct 2025.