SOW
CBZ icon

State of Wyoming’s CBIZ CBZ Stock Holding History

State of Wyoming’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 		– Sell
-461
Closed -$12.4K – 1946
2026
Q1 		$12.4K Sell
461
-47
-9% -$1.66K ﹤0.01% 1710
2025
Q4 		$25.6K Sell
508
-1,813
-78% -$95.3K ﹤0.01% 1663
2025
Q3 		$123K Sell
2,321
-249
-10% -$16.1K 0.01% 1225
2025
Q2 		$184K Sell
2,570
-4,540
-64% -$328K 0.02% 977
2025
Q1 		$539K Buy
7,110
+1,545
+28% +$124K 0.07% 201
2024
Q4 		$455K Sell
5,565
-2,219
-29% -$166K 0.06% 313
2024
Q3 		$524K Buy
7,784
+1,407
+22% +$102K 0.07% 182
2024
Q2 		$473K Buy
6,377
+62
+1% +$4.68K 0.08% 141
2024
Q1 		$496K Buy
6,315
+506
+9% +$35.2K 0.08% 143
2023
Q4 		$364K Buy
5,809
+818
+16% +$46.2K 0.07% 221
2023
Q3 		$259K Buy
4,991
+1,767
+55% +$95.2K 0.06% 290
2023
Q2 		$172K Buy
3,224
+1,131
+54% +$58.2K 0.05% 481
2023
Q1 		$104K Buy
2,093
+1,659
+382% +$79.9K 0.03% 764
2022
Q4 		$20.3K Sell
434
-1,844
-81% -$87.6K 0.01% 1365
2022
Q3 		$97K Buy
+2,278
New +$99.6K 0.05% 607
2022
Q2 		– Sell
-1,255
Closed -$53K – 1901
2022
Q1 		$53K Sell
1,255
-190
-13% -$7.44K 0.03% 1017
2021
Q4 		$57K Buy
+1,445
New +$53.9K 0.03% 1027

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 $3.38T AUM 44.17% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

State of Wyoming's CBZ Position: Q2 2026 in Review

State of Wyoming sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 461 shares — an estimated $12.4K sold.

State of Wyoming first reported a position in CBZ in Q4 2021 and held it in 17 quarters. The position peaked at $539K in Q1 2025. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • State of Wyoming reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • State of Wyoming sold 461 CBIZ shares in Q2 2026, an estimated $12.4K.
  • State of Wyoming first reported a position in CBIZ in Q4 2021 and held it in 17 quarters.
  • State of Wyoming's CBIZ position peaked at $539K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.