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Strategic Wealth Investment Group’s CBIZ CBZ Stock Holding History

Strategic Wealth Investment Group’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
Q3 		– Sell
-515
Closed -$36.9K – 139
2025
Q2 		$36.9K Buy
+515
New +$37.3K 0.05% 67

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Investment Group's CBZ Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 515 shares — an estimated $36.9K sold.

Strategic Wealth Investment Group first reported a position in CBZ in Q2 2025 and held it in 1 quarter. The position peaked at $36.9K in Q2 2025. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 515 CBIZ shares in Q3 2025, an estimated $36.9K.
  • Strategic Wealth Investment Group first reported a position in CBIZ in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's CBIZ position peaked at $36.9K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.