SWC
CBZ icon

Spectrum Wealth Counsel’s CBIZ CBZ Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$156K Hold
2,059
– – 0.02% 129
2024
Q4 		$168K Hold
2,059
– – 0.02% 123
2024
Q3 		$139K Buy
+2,059
New +$150K 0.02% 131

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spectrum Wealth Counsel's CBZ Position: Q1 2025 in Review

Spectrum Wealth Counsel held its CBIZ (CBZ) position steady in Q1 2025 at 2,059 shares worth $156K. The position accounts for 0.02% of the portfolio, ranked #129.

Spectrum Wealth Counsel first reported a position in CBZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $168K in Q4 2024. 290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

  • Spectrum Wealth Counsel held 2,059 shares of CBIZ worth $156K as of Q1 2025.
  • Spectrum Wealth Counsel left its CBIZ share count unchanged in Q1 2025.
  • CBIZ made up 0.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #129 holding.
  • Spectrum Wealth Counsel first reported a position in CBIZ in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's CBIZ position peaked at $168K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.