Smith & Howard Wealth Management’s CBIZ CBZ Stock Holding History

Smith & Howard Wealth 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	$308K	Hold	9,616	–	–	0.06%	71
2026 Q1	$258K	Buy	+9,616	New	+$339K	0.06%	74

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

Smith & Howard Wealth Management's CBZ Position: Q2 2026 in Review

Smith & Howard Wealth Management held its CBIZ (CBZ) position steady in Q2 2026 at 9,616 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #71.

Smith & Howard Wealth Management first reported a position in CBZ in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Smith & Howard Wealth Management held 9,616 shares of CBIZ worth $308K as of Q2 2026.
Smith & Howard Wealth Management left its CBIZ share count unchanged in Q2 2026.
CBIZ made up 0.06% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #71 holding.
Smith & Howard Wealth Management first reported a position in CBIZ in Q1 2026 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.