Simplex Trading
CBZ icon

Simplex Trading’s CBIZ CBZ Stock Holding History

Simplex Trading’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
Q3 		$716K Buy
13,100
+7,900
+152% +$397K ﹤0.01% 3124
2026
Q2 		$167K Hold
5,200
– – ﹤0.01% 4938
2026
Q1 		$140K Buy
5,200
+1,700
+49% +$60K ﹤0.01% 4711
2025
Q4 		$177K Buy
+3,500
New +$184K ﹤0.01% 4355
2024
Q1 		– Sell
-500
Closed -$31K – 8896
2023
Q4 		$31K Hold
500
– – ﹤0.01% 6526
2023
Q3 		$25K Buy
+500
New +$26.9K ﹤0.01% 6409
2018
Q4 		– Sell
-1
Closed -$2K – 7047
2018
Q3 		$2K Buy
+1
New +$23 ﹤0.01% 7052

Other funds holding CBZ

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
GatePass Capital
GatePass Capital Independence, Ohio $292M AUM 27.54% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Simplex Trading's CBZ Position: Q3 2026 in Review

Simplex Trading increased its CBIZ (CBZ) stake by 37% in Q3 2026, buying an estimated $129K and bringing the position to 9,457 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #3525.

Simplex Trading first reported a position in CBZ in Q4 2015 and has held it in 22 quarters since. 172 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

  • Simplex Trading held 9,457 shares of CBIZ worth $517K as of Q3 2026.
  • Simplex Trading bought 2,571 CBIZ shares in Q3 2026, an estimated $129K.
  • CBIZ made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #3525 holding.
  • Simplex Trading first reported a position in CBIZ in Q4 2015 and has held it in 22 quarters since.
  • 172 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.