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Sterling Capital Management’s CBIZ CBZ Stock Holding History

Sterling Capital 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 		$31.8K Buy
992
+674
+212% +$21K ﹤0.01% 1700
2026
Q1 		$8.54K Sell
318
-22,861
-99% -$806K ﹤0.01% 2462
2025
Q4 		$1.17M Buy
23,179
+5,219
+29% +$274K 0.02% 590
2025
Q3 		$951K Buy
17,960
+5,014
+39% +$323K 0.01% 644
2025
Q2 		$928K Buy
12,946
+12,895
+25,284% +$933K 0.01% 657
2025
Q1 		$3.87K Buy
51
+2
+4% +$161 ﹤0.01% 2287
2024
Q4 		$4.01K Hold
49
– – ﹤0.01% 2550
2024
Q3 		$3.3K Buy
+49
New +$3.56K ﹤0.01% 1943

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

Sterling Capital Management's CBZ Position: Q2 2026 in Review

Sterling Capital Management increased its CBIZ (CBZ) stake by 212% in Q2 2026, buying an estimated $21K and bringing the position to 992 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Sterling Capital Management first reported a position in CBZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q4 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Sterling Capital Management held 992 shares of CBIZ worth $31.8K as of Q2 2026.
  • Sterling Capital Management bought 674 CBIZ shares in Q2 2026, an estimated $21K.
  • CBIZ made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1700 holding.
  • Sterling Capital Management first reported a position in CBIZ in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's CBIZ position peaked at $1.17M in Q4 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.