Trust Company of Vermont’s CBIZ CBZ Stock Holding History

Trust Company of Vermont’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 Q4	$83.2K	Hold	1,650	–	–	﹤0.01%	479
2025 Q3	$87.4K	Hold	1,650	–	–	﹤0.01%	473
2025 Q2	$118K	Hold	1,650	–	–	0.01%	404
2025 Q1	$125K	Hold	1,650	–	–	0.01%	389
2024 Q4	$135K	Hold	1,650	–	–	0.01%	388
2024 Q3	$111K	Hold	1,650	–	–	0.01%	394
2024 Q2	$122K	Hold	1,650	–	–	0.01%	368
2024 Q1	$130K	Sell	1,650 -300	-15%	-$20.9K	0.01%	359
2023 Q4	$122K	Hold	1,950	–	–	0.01%	329
2023 Q3	$101K	Hold	1,950	–	–	0.01%	367
2023 Q2	$104K	Sell	1,950 -175	-8%	-$9K	0.01%	386
2023 Q1	$105K	Hold	2,125	–	–	0.01%	388
2022 Q4	$99.6K	Sell	2,125 -375	-15%	-$17.8K	0.01%	382
2022 Q3	$107K	Sell	2,500 -400	-14%	-$17.5K	0.01%	376
2022 Q2	$116K	Buy	+2,900	New	+$117K	0.01%	371
2022 Q1	–	Sell	-3,150	Closed	-$123K	–	383
2021 Q4	$123K	Buy	+3,150	New	+$117K	0.01%	373
2021 Q3	–	Sell	-3,150	Closed	-$103K	–	377
2021 Q2	$103K	Sell	3,150 -150	-5%	-$5.01K	0.01%	400
2021 Q1	$108K	Hold	3,300	–	–	0.01%	373
2020 Q4	$88K	Hold	3,300	–	–	0.01%	389
2020 Q3	$75K	Hold	3,300	–	–	0.01%	395
2020 Q2	$79K	Hold	3,300	–	–	0.01%	386
2020 Q1	$69K	Buy	+3,300	New	+$84K	0.01%	395

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

22C Capital Boca Raton, Florida $86M AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Trust Company of Vermont's CBZ Position: Q4 2025 in Review

Trust Company of Vermont held its CBIZ (CBZ) position steady in Q4 2025 at 1,650 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Trust Company of Vermont first reported a position in CBZ in Q1 2020 and has held it in 22 quarters since. The position peaked at $135K in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

Trust Company of Vermont held 1,650 shares of CBIZ worth $83.2K as of Q4 2025.
Trust Company of Vermont left its CBIZ share count unchanged in Q4 2025.
CBIZ made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #479 holding.
Trust Company of Vermont first reported a position in CBIZ in Q1 2020 and has held it in 22 quarters since.
Trust Company of Vermont's CBIZ position peaked at $135K in Q4 2024.
263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.