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Steve Schonfeld’s CBIZ CBZ Stock Holding History

Steve Schonfeld’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
-40,218
Closed -$1.08M – 2648
2026
Q1 		$1.08M Buy
+40,218
New +$1.42M 0.01% 1056
2025
Q4 		– Sell
-16,805
Closed -$890K – 2093
2025
Q3 		$890K Buy
+16,805
New +$1.08M 0.01% 1430
2025
Q2 		– Sell
-5,287
Closed -$401K – 2082
2025
Q1 		$401K Buy
+5,287
New +$425K ﹤0.01% 1681
2024
Q4 		– Sell
-8,105
Closed -$545K – 2042
2024
Q3 		$545K Buy
+8,105
New +$589K ﹤0.01% 1395
2023
Q3 		– Sell
-7,700
Closed -$410K – 1827
2023
Q2 		$410K Sell
7,700
-17,131
-69% -$881K ﹤0.01% 1289
2023
Q1 		$1.23M Buy
24,831
+14,262
+135% +$687K 0.01% 869
2022
Q4 		$495K Buy
+10,569
New +$502K ﹤0.01% 1532

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

Steve Schonfeld's CBZ Position: Q2 2026 in Review

Steve Schonfeld sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 40,218 shares — an estimated $1.08M sold.

Steve Schonfeld first reported a position in CBZ in Q4 2022 and held it in 7 quarters. The position peaked at $1.23M in Q1 2023. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Steve Schonfeld reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • Steve Schonfeld sold 40,218 CBIZ shares in Q2 2026, an estimated $1.08M.
  • Steve Schonfeld first reported a position in CBIZ in Q4 2022 and held it in 7 quarters.
  • Steve Schonfeld's CBIZ position peaked at $1.23M in Q1 2023.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.