Stifel Financial
CBZ icon

Stifel Financial’s CBIZ CBZ Stock Holding History

Stifel Financial’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 		$3.34M Sell
104,161
-2,874
-3% -$89.4K ﹤0.01% 1684
2026
Q1 		$2.87M Buy
107,035
+2,776
+3% +$97.9K ﹤0.01% 1696
2025
Q4 		$5.26M Buy
104,259
+86,288
+480% +$4.54M ﹤0.01% 1301
2025
Q3 		$952K Buy
17,971
+542
+3% +$35K ﹤0.01% 2421
2025
Q2 		$1.25M Sell
17,429
-87
-0.5% -$6.29K ﹤0.01% 2180
2025
Q1 		$1.33M Buy
17,516
+280
+2% +$22.5K ﹤0.01% 2043
2024
Q4 		$1.41M Buy
17,236
+3,447
+25% +$258K ﹤0.01% 2026
2024
Q3 		$928K Buy
13,789
+4,738
+52% +$344K ﹤0.01% 2279
2024
Q2 		$671K Buy
9,051
+4,937
+120% +$373K ﹤0.01% 2426
2024
Q1 		$323K Buy
4,114
+754
+22% +$52.4K ﹤0.01% 2871
2023
Q4 		$210K Buy
+3,360
New +$190K ﹤0.01% 3041
2023
Q2 		– Sell
-18,089
Closed -$895K – 3329
2023
Q1 		$895K Buy
+18,089
New +$871K ﹤0.01% 2136
2020
Q1 		– Sell
-53,541
Closed -$1.44M – 2849
2019
Q4 		$1.44M Sell
53,541
-39,266
-42% -$1.02M ﹤0.01% 1563
2019
Q3 		$2.18M Buy
92,807
+27,098
+41% +$609K 0.01% 1256
2019
Q2 		$1.29M Buy
+65,709
New +$1.32M ﹤0.01% 1644
2014
Q2 		– Sell
-11,916
Closed -$109K – 2203
2014
Q1 		$109K Buy
+11,916
New +$107K ﹤0.01% 2003

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

Stifel Financial's CBZ Position: Q2 2026 in Review

Stifel Financial reduced its CBIZ (CBZ) stake by 2.7% in Q2 2026, selling an estimated $89.4K and leaving 104,161 shares worth $3.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Stifel Financial first reported a position in CBZ in Q1 2014 and has held it in 16 quarters since. The position peaked at $5.26M in Q4 2025. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Stifel Financial held 104,161 shares of CBIZ worth $3.34M as of Q2 2026.
  • Stifel Financial sold 2,874 CBIZ shares in Q2 2026, an estimated $89.4K.
  • CBIZ made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1684 holding.
  • Stifel Financial first reported a position in CBIZ in Q1 2014 and has held it in 16 quarters since.
  • Stifel Financial's CBIZ position peaked at $5.26M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.