SBH
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Segall Bryant & Hamill’s CBIZ CBZ Stock Holding History

Segall Bryant & Hamill’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
-200,835
Closed -$14.4M – 580
2025
Q2 		$14.4M Buy
200,835
+34,378
+21% +$2.49M 0.2% 166
2025
Q1 		$12.6M Buy
166,457
+17,936
+12% +$1.44M 0.19% 165
2024
Q4 		$12.2M Buy
148,521
+24,622
+20% +$1.84M 0.17% 192
2024
Q3 		$8.34M Sell
123,899
-5,056
-4% -$367K 0.11% 257
2024
Q2 		$9.56M Buy
128,955
+3,498
+3% +$264K 0.17% 197
2024
Q1 		$9.85M Sell
125,457
-1,800
-1% -$125K 0.18% 190
2023
Q4 		$7.97M Buy
127,257
+415
+0.3% +$23.4K 0.15% 217
2023
Q3 		$6.58M Sell
126,842
-807
-0.6% -$43.5K 0.08% 279
2023
Q2 		$6.8M Buy
127,649
+588
+0.5% +$30.2K 0.07% 296
2023
Q1 		$6.29M Buy
127,061
+1,587
+1% +$76.4K 0.07% 307
2022
Q4 		$5.88M Buy
+125,474
New +$5.96M 0.07% 295

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 $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return