Trust Company’s CBIZ CBZ Stock Holding History

Trust Company’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 Q3	$27.3K	Hold	500	–	–	﹤0.01%	363
2026 Q2	$16K	Hold	500	–	–	﹤0.01%	395
2026 Q1	$13.4K	Hold	500	–	–	﹤0.01%	409
2025 Q4	$25.2K	Hold	500	–	–	﹤0.01%	358
2025 Q3	$26.5K	Hold	500	–	–	﹤0.01%	261
2025 Q2	$35.9K	Hold	500	–	–	﹤0.01%	243
2025 Q1	$37.9K	Hold	500	–	–	﹤0.01%	240
2024 Q4	$40.9K	Hold	500	–	–	﹤0.01%	235
2024 Q3	$33.6K	Hold	500	–	–	﹤0.01%	226
2024 Q2	$37K	Hold	500	–	–	﹤0.01%	206
2024 Q1	$39.3K	Buy	+500	New	+$34.8K	0.01%	201

Other funds holding CBZ

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Trust Company's CBZ Position: Q3 2026 in Review

Trust Company held its CBIZ (CBZ) position steady in Q3 2026 at 500 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Trust Company first reported a position in CBZ in Q1 2024 and has held it in 11 quarters since. The position peaked at $40.9K in Q4 2024. 6 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

Trust Company held 500 shares of CBIZ worth $27.3K as of Q3 2026.
Trust Company left its CBIZ share count unchanged in Q3 2026.
CBIZ made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #363 holding.
Trust Company first reported a position in CBIZ in Q1 2024 and has held it in 11 quarters since.
Trust Company's CBIZ position peaked at $40.9K in Q4 2024.
6 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.