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Tower Research Capital (TRC)’s CBIZ CBZ Stock Holding History

Tower Research Capital (TRC)’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 		$113K Sell
3,537
-334
-9% -$10.4K ﹤0.01% 2094
2026
Q1 		$104K Buy
3,871
+2,043
+112% +$72.1K ﹤0.01% 2141
2025
Q4 		$92.2K Sell
1,828
-1,623
-47% -$85.3K ﹤0.01% 1997
2025
Q3 		$183K Sell
3,451
-2,065
-37% -$133K 0.01% 1533
2025
Q2 		$396K Buy
5,516
+4,128
+297% +$299K 0.01% 1178
2025
Q1 		$105K Sell
1,388
-198
-12% -$15.9K ﹤0.01% 1748
2024
Q4 		$130K Sell
1,586
-1,138
-42% -$85.1K ﹤0.01% 2004
2024
Q3 		$183K Sell
2,724
-6,117
-69% -$445K ﹤0.01% 1707
2024
Q2 		$655K Buy
8,841
+7,141
+420% +$540K 0.01% 1102
2024
Q1 		$133K Sell
1,700
-12,582
-88% -$875K ﹤0.01% 1667
2023
Q4 		$894K Buy
14,282
+13,452
+1,621% +$759K 0.01% 931
2023
Q3 		$43.1K Sell
830
-9,332
-92% -$503K ﹤0.01% 2678
2023
Q2 		$541K Buy
10,162
+8,795
+643% +$452K 0.02% 929
2023
Q1 		$68K Buy
1,367
+190
+16% +$9.15K ﹤0.01% 2220
2022
Q4 		$55K Sell
1,177
-2,127
-64% -$101K ﹤0.01% 2276
2022
Q3 		$142K Buy
3,304
+1,317
+66% +$57.6K ﹤0.01% 2242
2022
Q2 		$79K Buy
1,987
+1,712
+623% +$69.2K ﹤0.01% 2472
2022
Q1 		$12K Sell
275
-222
-45% -$8.7K ﹤0.01% 4041
2021
Q4 		$19K Sell
497
-1,970
-80% -$73.4K ﹤0.01% 3705
2021
Q3 		$80K Sell
2,467
-4,150
-63% -$135K ﹤0.01% 2587
2021
Q2 		$217K Buy
6,617
+924
+16% +$30.9K 0.01% 1854
2021
Q1 		$186K Buy
5,693
+3,274
+135% +$96.4K ﹤0.01% 2071
2020
Q4 		$64K Sell
2,419
-45,641
-95% -$1.12M ﹤0.01% 2842
2020
Q3 		$1.1M Buy
48,060
+39,324
+450% +$934K 0.01% 901
2020
Q2 		$210K Buy
8,736
+8,379
+2,347% +$190K 0.01% 1748
2020
Q1 		$7K Sell
357
-1,556
-81% -$39.6K ﹤0.01% 2166
2019
Q4 		$52K Buy
1,913
+1,841
+2,557% +$47.9K ﹤0.01% 1309
2019
Q3 		$2K Sell
72
-18,433
-100% -$414K ﹤0.01% 3658
2019
Q2 		$363K Buy
+18,505
New +$371K 0.02% 610
2019
Q1 		– Sell
-2,932
Closed -$58K – 3818
2018
Q4 		$58K Buy
2,932
+2,792
+1,994% +$59.7K ﹤0.01% 1211
2018
Q3 		$3K Buy
+140
New +$3.24K ﹤0.01% 3279
2018
Q2 		– Sell
-13,705
Closed -$250K – 3668
2018
Q1 		$250K Buy
13,705
+9,498
+226% +$165K 0.02% 780
2017
Q4 		$65K Sell
4,207
-547
-12% -$8.6K 0.01% 1134
2017
Q3 		$77K Buy
+4,754
New +$71.7K 0.01% 1593
2017
Q2 		– Sell
-2,012
Closed -$27K – 2750
2017
Q1 		$27K Buy
2,012
+1,039
+107% +$14K ﹤0.01% 1093
2016
Q4 		$13K Buy
973
+173
+22% +$2.1K ﹤0.01% 2460
2016
Q3 		$9K Buy
800
+165
+26% +$1.83K ﹤0.01% 2119
2016
Q2 		$7K Buy
635
+198
+45% +$2.04K ﹤0.01% 3114
2016
Q1 		$4K Sell
437
-3,469
-89% -$35.2K ﹤0.01% 2856
2015
Q4 		$39K Buy
3,906
+2,509
+180% +$26.6K 0.01% 706
2015
Q3 		$14K Sell
1,397
-168
-11% -$1.64K ﹤0.01% 2015
2015
Q2 		$15K Sell
1,565
-1,940
-55% -$18.1K ﹤0.01% 2339
2015
Q1 		$33K Buy
+3,505
New +$30.6K ﹤0.01% 1817
2014
Q4 		– Sell
-4,391
Closed -$34K – 4058
2014
Q3 		$34K Buy
4,391
+3,891
+778% +$33.2K ﹤0.01% 1853
2014
Q2 		$5K Buy
500
+189
+61% +$1.65K ﹤0.01% 2833
2014
Q1 		$3K Buy
+311
New +$2.79K ﹤0.01% 3594
2013
Q4 		– Sell
-3,578
Closed -$27K – 4489
2013
Q3 		$27K Buy
+3,578
New +$25.7K ﹤0.01% 2441

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

Tower Research Capital (TRC)'s CBZ Position: Q2 2026 in Review

Tower Research Capital (TRC) reduced its CBIZ (CBZ) stake by 8.6% in Q2 2026, selling an estimated $10.4K and leaving 3,537 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Tower Research Capital (TRC) first reported a position in CBZ in Q3 2013 and has held it in 47 quarters since. The position peaked at $1.1M in Q3 2020. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Tower Research Capital (TRC) held 3,537 shares of CBIZ worth $113K as of Q2 2026.
  • Tower Research Capital (TRC) sold 334 CBIZ shares in Q2 2026, an estimated $10.4K.
  • CBIZ made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #2094 holding.
  • Tower Research Capital (TRC) first reported a position in CBIZ in Q3 2013 and has held it in 47 quarters since.
  • Tower Research Capital (TRC)'s CBIZ position peaked at $1.1M in Q3 2020.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.