United Capital Financial Advisors
CBZ icon

United Capital Financial Advisors’s CBIZ CBZ Stock Holding History

United Capital Financial Advisors’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 		$491K Buy
15,314
+342
+2% +$10.6K ﹤0.01% 1130
2026
Q1 		$402K Buy
14,972
+1,638
+12% +$57.8K ﹤0.01% 1183
2025
Q4 		$673K Buy
+13,334
New +$701K ﹤0.01% 857
2014
Q1 		– Sell
-10,690
Closed -$97K – 928
2013
Q4 		$97K Buy
+10,690
New +$90.1K ﹤0.01% 631

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

United Capital Financial Advisors's CBZ Position: Q2 2026 in Review

United Capital Financial Advisors increased its CBIZ (CBZ) stake by 2.3% in Q2 2026, buying an estimated $10.6K and bringing the position to 15,314 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

United Capital Financial Advisors first reported a position in CBZ in Q4 2013 and has held it in 4 quarters since. The position peaked at $673K in Q4 2025. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • United Capital Financial Advisors held 15,314 shares of CBIZ worth $491K as of Q2 2026.
  • United Capital Financial Advisors bought 342 CBIZ shares in Q2 2026, an estimated $10.6K.
  • CBIZ made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1130 holding.
  • United Capital Financial Advisors first reported a position in CBIZ in Q4 2013 and has held it in 4 quarters since.
  • United Capital Financial Advisors's CBIZ position peaked at $673K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.