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SBI Securities’s CBIZ CBZ Stock Holding History

SBI Securities’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 		$160 Hold
5
– – ﹤0.01% 3387
2026
Q1 		$134 Sell
5
-82
-94% -$2.89K ﹤0.01% 3335
2025
Q4 		$4.39K Hold
87
– – ﹤0.01% 2077
2025
Q3 		$4.61K Sell
87
-8
-8% -$516 ﹤0.01% 2080
2025
Q2 		$6.81K Sell
95
-3
-3% -$217 ﹤0.01% 1855
2025
Q1 		$7.43K Buy
98
+96
+4,800% +$7.72K ﹤0.01% 1722
2024
Q4 		$164 Buy
+2
New +$150 ﹤0.01% 3312

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

SBI Securities's CBZ Position: Q2 2026 in Review

SBI Securities held its CBIZ (CBZ) position steady in Q2 2026 at 5 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #3387.

SBI Securities first reported a position in CBZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.43K in Q1 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • SBI Securities held 5 shares of CBIZ worth $160 as of Q2 2026.
  • SBI Securities left its CBIZ share count unchanged in Q2 2026.
  • CBIZ made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3387 holding.
  • SBI Securities first reported a position in CBIZ in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's CBIZ position peaked at $7.43K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.