TwinBeech Capital’s CBIZ CBZ Stock Holding History

TwinBeech Capital’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	-27,466	Closed	-$1.39M	–	596
2025 Q4	$1.39M	Buy	+27,466	New	+$1.44M	0.1%	246
2025 Q2	–	Sell	-17,667	Closed	-$1.34M	–	675
2025 Q1	$1.34M	Buy	+17,667	New	+$1.42M	0.02%	441
2024 Q4	–	Sell	-52,995	Closed	-$3.57M	–	643
2024 Q3	$3.57M	Buy	52,995 +39,429	+291%	+$2.87M	0.07%	314
2024 Q2	$1.01M	Buy	+13,566	New	+$1.03M	0.02%	405

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TwinBeech Capital's CBZ Position: Q1 2026 in Review

TwinBeech Capital sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 27,466 shares — an estimated $1.39M sold.

TwinBeech Capital first reported a position in CBZ in Q2 2024 and held it in 4 quarters. The position peaked at $3.57M in Q3 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

TwinBeech Capital reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 27,466 CBIZ shares in Q1 2026, an estimated $1.39M.
TwinBeech Capital first reported a position in CBIZ in Q2 2024 and held it in 4 quarters.
TwinBeech Capital's CBIZ position peaked at $3.57M in Q3 2024.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.