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Silver Grove Financial Group’s CBIZ CBZ Stock Holding History

Silver Grove Financial 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
Q2 		$3.11K Buy
+97
New +$3.02K ﹤0.01% 1417

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

Silver Grove Financial Group's CBZ Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in CBIZ (CBZ) in Q2 2026: 97 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings.

258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Silver Grove Financial Group held 97 shares of CBIZ worth $3.11K as of Q2 2026.
  • CBIZ was a new Silver Grove Financial Group position in Q2 2026.
  • CBIZ made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1417 holding.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.