SJS Investment Consulting’s CBIZ CBZ Stock Holding History

SJS Investment Consulting’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	$1.76K	Buy	55 +49	+817%	+$1.52K	﹤0.01%	1823
2026 Q1	$162	Buy	6 +5	+500%	+$176	﹤0.01%	2030
2025 Q4	$51	Sell	1 -2	-67%	-$105	﹤0.01%	2018
2025 Q3	$159	Sell	3 -2	-40%	-$129	﹤0.01%	1517
2025 Q2	$359	Sell	5 -4	-44%	-$289	﹤0.01%	1221
2025 Q1	$683	Hold	9	–	–	﹤0.01%	1134
2024 Q4	$737	Buy	9 +1	+13%	+$75	﹤0.01%	1112
2024 Q3	$539	Hold	8	–	–	﹤0.01%	1297
2024 Q2	$593	Hold	8	–	–	﹤0.01%	1227
2024 Q1	$628	Hold	8	–	–	﹤0.01%	1210
2023 Q4	$501	Hold	8	–	–	﹤0.01%	1251
2023 Q3	$416	Buy	8 +1	+14%	+$54	﹤0.01%	1278
2023 Q2	$373	Buy	7 +2	+40%	+$103	﹤0.01%	1255
2023 Q1	$248	Sell	5 -2	-29%	-$96	﹤0.01%	1316
2022 Q4	$328	Buy	7 +5	+250%	+$238	﹤0.01%	1325
2022 Q3	$0	Buy	+2	New	+$87	﹤0.01%	1095

Other funds holding CBZ

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SJS Investment Consulting's CBZ Position: Q2 2026 in Review

SJS Investment Consulting increased its CBIZ (CBZ) stake by 817% in Q2 2026, buying an estimated $1.52K and bringing the position to 55 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

SJS Investment Consulting first reported a position in CBZ in Q3 2022 and has held it in 16 quarters since. 44 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

SJS Investment Consulting held 55 shares of CBIZ worth $1.76K as of Q2 2026.
SJS Investment Consulting bought 49 CBIZ shares in Q2 2026, an estimated $1.52K.
CBIZ made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1823 holding.
SJS Investment Consulting first reported a position in CBIZ in Q3 2022 and has held it in 16 quarters since.
44 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.