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Thoroughbred Financial Services’s CBIZ CBZ Stock Holding History

Thoroughbred Financial Services’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
Q2 		– Sell
-3,342
Closed -$253K – 576
2025
Q1 		$253K Hold
3,342
– – 0.02% 598
2024
Q4 		$273K Hold
3,342
– – 0.02% 563
2024
Q3 		$224K Hold
3,342
– – 0.01% 594
2024
Q2 		$247K Buy
+3,342
New +$253K 0.02% 553

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return

Thoroughbred Financial Services's CBZ Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of CBIZ (CBZ) in Q2 2025, closing a stake of 3,342 shares — an estimated $253K sold.

Thoroughbred Financial Services first reported a position in CBZ in Q2 2024 and held it in 4 quarters. The position peaked at $273K in Q4 2024. 275 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

  • Thoroughbred Financial Services reported no remaining CBIZ position as of Q2 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 3,342 CBIZ shares in Q2 2025, an estimated $253K.
  • Thoroughbred Financial Services first reported a position in CBIZ in Q2 2024 and held it in 4 quarters.
  • Thoroughbred Financial Services's CBIZ position peaked at $273K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.