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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
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 $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

United Capital Financial Advisors's CBZ Position: Q1 2026 in Review

United Capital Financial Advisors increased its CBIZ (CBZ) stake by 12% in Q1 2026, buying an estimated $57.8K and bringing the position to 14,972 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

United Capital Financial Advisors first reported a position in CBZ in Q4 2013 and has held it in 3 quarters since. The position peaked at $673K in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • United Capital Financial Advisors held 14,972 shares of CBIZ worth $402K as of Q1 2026.
  • United Capital Financial Advisors bought 1,638 CBIZ shares in Q1 2026, an estimated $57.8K.
  • CBIZ made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1183 holding.
  • United Capital Financial Advisors first reported a position in CBIZ in Q4 2013 and has held it in 3 quarters since.
  • United Capital Financial Advisors's CBIZ position peaked at $673K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

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