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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Simplex Trading's CBZ Position: Q2 2026 in Review

Simplex Trading increased its CBIZ (CBZ) stake by 3% in Q2 2026, buying an estimated $6.19K and bringing the position to 6,886 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #4589.

Simplex Trading first reported a position in CBZ in Q4 2015 and has held it in 21 quarters since. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Simplex Trading held 6,886 shares of CBIZ worth $221K as of Q2 2026.
Simplex Trading bought 199 CBIZ shares in Q2 2026, an estimated $6.19K.
CBIZ made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4589 holding.
Simplex Trading first reported a position in CBIZ in Q4 2015 and has held it in 21 quarters since.
261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.