SAM
CBZ icon

Smartleaf Asset Management’s CBIZ CBZ Stock Holding History

Smartleaf Asset Management’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 		$23.5K Hold
726
– – ﹤0.01% 1923
2026
Q1 		$19.6K Buy
726
+161
+28% +$5.68K ﹤0.01% 1968
2025
Q4 		$29K Buy
565
+136
+32% +$7.15K ﹤0.01% 1832
2025
Q3 		$23.1K Buy
429
+315
+276% +$20.3K ﹤0.01% 1755
2025
Q2 		$8.11K Sell
114
-490
-81% -$35.4K ﹤0.01% 1898
2025
Q1 		$45.3K Sell
604
-40
-6% -$3.22K ﹤0.01% 1202
2024
Q4 		$52.6K Buy
644
+276
+75% +$20.6K 0.01% 1164
2024
Q3 		$24.6K Buy
368
+216
+142% +$15.7K ﹤0.01% 1236
2024
Q2 		$11.2K Buy
+152
New +$11.5K ﹤0.01% 1347

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

Smartleaf Asset Management's CBZ Position: Q2 2026 in Review

Smartleaf Asset Management held its CBIZ (CBZ) position steady in Q2 2026 at 726 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Smartleaf Asset Management first reported a position in CBZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $52.6K in Q4 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Smartleaf Asset Management held 726 shares of CBIZ worth $23.5K as of Q2 2026.
  • Smartleaf Asset Management left its CBIZ share count unchanged in Q2 2026.
  • CBIZ made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1923 holding.
  • Smartleaf Asset Management first reported a position in CBIZ in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's CBIZ position peaked at $52.6K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.