Stephens Consulting’s CBIZ CBZ Stock Holding History

Stephens 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
2025 Q2	–	Sell	-15	Closed	-$1.14K	–	1334
2025 Q1	$1.14K	Buy	+15	New	+$1.21K	﹤0.01%	593

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCP

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Stephens Consulting's CBZ Position: Q2 2025 in Review

Stephens Consulting sold out of CBIZ (CBZ) in Q2 2025, closing a stake of 15 shares — an estimated $1.14K sold.

Stephens Consulting first reported a position in CBZ in Q1 2025 and held it in 1 quarter. The position peaked at $1.14K in Q1 2025. 275 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

Stephens Consulting reported no remaining CBIZ position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 15 CBIZ shares in Q2 2025, an estimated $1.14K.
Stephens Consulting first reported a position in CBIZ in Q1 2025 and held it in 1 quarter.
Stephens Consulting's CBIZ position peaked at $1.14K in Q1 2025.
275 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.