Truist Financial
CBZ icon

Truist Financial’s CBIZ CBZ Stock Holding History

Truist Financial’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
Q1 		– Sell
-11,155
Closed -$563K – 2811
2025
Q4 		$563K Sell
11,155
-225
-2% -$11.8K ﹤0.01% 1982
2025
Q3 		$603K Buy
11,380
+345
+3% +$22.3K ﹤0.01% 1918
2025
Q2 		$791K Sell
11,035
-1,928
-15% -$139K ﹤0.01% 1720
2025
Q1 		$983K Sell
12,963
-175
-1% -$14.1K ﹤0.01% 1524
2024
Q4 		$1.08M Sell
13,138
-817
-6% -$61.1K ﹤0.01% 1517
2024
Q3 		$939K Buy
13,955
+2,977
+27% +$216K ﹤0.01% 1558
2024
Q2 		$813K Buy
10,978
+723
+7% +$54.6K ﹤0.01% 1708
2024
Q1 		$805K Sell
10,255
-6
-0.1% -$417 ﹤0.01% 1718
2023
Q4 		$642K Sell
10,261
-613
-6% -$34.6K ﹤0.01% 1836
2023
Q3 		$564K Sell
10,874
-21
-0.2% -$1.13K ﹤0.01% 1855
2023
Q2 		$580K Buy
10,895
+336
+3% +$17.3K ﹤0.01% 1880
2023
Q1 		$523K Buy
10,559
+221
+2% +$10.6K ﹤0.01% 1953
2022
Q4 		$484K Sell
10,338
-110
-1% -$5.23K ﹤0.01% 1977
2022
Q3 		$447K Sell
10,448
-1,057
-9% -$46.2K ﹤0.01% 1884
2022
Q2 		$459K Sell
11,505
-1,398
-11% -$56.5K ﹤0.01% 1957
2022
Q1 		$541K Sell
12,903
-225
-2% -$8.81K ﹤0.01% 1966
2021
Q4 		$514K Sell
13,128
-29
-0.2% -$1.08K ﹤0.01% 1995
2021
Q3 		$425K Sell
13,157
-396
-3% -$12.9K ﹤0.01% 2103
2021
Q2 		$444K Sell
13,553
-57
-0.4% -$1.91K ﹤0.01% 2135
2021
Q1 		$445K Sell
13,610
-431
-3% -$12.7K ﹤0.01% 2043
2020
Q4 		$373K Sell
14,041
-104
-0.7% -$2.56K ﹤0.01% 2021
2020
Q3 		$323K Buy
14,145
+219
+2% +$5.2K ﹤0.01% 1971
2020
Q2 		$334K Buy
13,926
+394
+3% +$8.94K ﹤0.01% 1871
2020
Q1 		$283K Sell
13,532
-1,539
-10% -$39.2K ﹤0.01% 1897
2019
Q4 		$407K Buy
+15,071
New +$392K ﹤0.01% 1989

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Truist Financial's CBZ Position: Q1 2026 in Review

Truist Financial sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 11,155 shares — an estimated $563K sold.

Truist Financial first reported a position in CBZ in Q4 2019 and held it in 25 quarters. The position peaked at $1.08M in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Truist Financial reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Truist Financial sold 11,155 CBIZ shares in Q1 2026, an estimated $563K.
  • Truist Financial first reported a position in CBIZ in Q4 2019 and held it in 25 quarters.
  • Truist Financial's CBIZ position peaked at $1.08M in Q4 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.