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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplex Trading's CBZ Position: Q1 2026 in Review

Simplex Trading increased its CBIZ (CBZ) stake by 1,794% in Q1 2026, buying an estimated $223K and bringing the position to 6,687 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #4427.

Simplex Trading first reported a position in CBZ in Q4 2015 and has held it in 20 quarters since. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Simplex Trading held 6,687 shares of CBIZ worth $180K as of Q1 2026.
  • Simplex Trading bought 6,334 CBIZ shares in Q1 2026, an estimated $223K.
  • CBIZ made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4427 holding.
  • Simplex Trading first reported a position in CBIZ in Q4 2015 and has held it in 20 quarters since.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.