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True Wealth Design’s CBIZ CBZ Stock Holding History

True Wealth Design’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 		$3.66K Buy
+114
New +$3.54K ﹤0.01% 1454

Other funds holding CBZ

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

True Wealth Design's CBZ Position: Q2 2026 in Review

True Wealth Design opened a new position in CBIZ (CBZ) in Q2 2026: 114 shares worth $3.66K. The stake represents ﹤0.01% of the portfolio and ranks #1454 among its holdings.

27 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • True Wealth Design held 114 shares of CBIZ worth $3.66K as of Q2 2026.
  • CBIZ was a new True Wealth Design position in Q2 2026.
  • CBIZ made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1454 holding.
  • 27 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.