Taylor Frigon Capital Management’s CBIZ CBZ Stock Holding History

Taylor Frigon 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	$2.38M	Buy	74,318 +29,021	+64%	+$903K	1.12%	33
2026 Q1	$1.22M	Buy	45,297 +255	+0.6%	+$8.99K	0.69%	85
2025 Q4	$2.27M	Sell	45,042 -554	-1%	-$29.1K	1.15%	34
2025 Q3	$2.41M	Buy	45,596 +15,787	+53%	+$1.02M	1.2%	34
2025 Q2	$2.14M	Sell	29,809 -2,082	-7%	-$151K	1.14%	44
2025 Q1	$2.42M	Buy	31,891 +12,839	+67%	+$1.03M	1.44%	11
2024 Q4	$1.56M	Sell	19,052 -1,991	-9%	-$149K	0.79%	62
2024 Q3	$1.42M	Buy	+21,043	New	+$1.53M	0.71%	78

Other funds holding CBZ

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Taylor Frigon Capital Management's CBZ Position: Q2 2026 in Review

Taylor Frigon Capital Management increased its CBIZ (CBZ) stake by 64% in Q2 2026, buying an estimated $903K and bringing the position to 74,318 shares worth $2.38M. The position accounts for 1.12% of the portfolio, ranked #33.

Taylor Frigon Capital Management first reported a position in CBZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q1 2025. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Taylor Frigon Capital Management held 74,318 shares of CBIZ worth $2.38M as of Q2 2026.
Taylor Frigon Capital Management bought 29,021 CBIZ shares in Q2 2026, an estimated $903K.
CBIZ made up 1.12% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #33 holding.
Taylor Frigon Capital Management first reported a position in CBIZ in Q3 2024 and has held it in 8 quarters since.
Taylor Frigon Capital Management's CBIZ position peaked at $2.42M in Q1 2025.
260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.