Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s CBIZ CBZ Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$249K Buy
+7,771
New +$242K ﹤0.01% 1977
2026
Q1 		– Sell
-10,997
Closed -$559K – 2076
2025
Q4 		$559K Buy
10,997
+5,478
+99% +$288K ﹤0.01% 1675
2025
Q3 		$292K Sell
5,519
-16,049
-74% -$1.04M ﹤0.01% 1906
2025
Q2 		$1.55M Sell
21,568
-9,206
-30% -$666K ﹤0.01% 1353
2025
Q1 		$2.33M Buy
+30,774
New +$2.48M ﹤0.01% 1113

Other funds holding CBZ

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
DCM
DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's CBZ Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft opened a new position in CBIZ (CBZ) in Q2 2026: 7,771 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #1977 among its holdings. This is a return to the name: Universal-Beteiligungs- und Servicegesellschaft previously reported a position in CBZ as recently as Q4 2025.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CBZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.33M in Q1 2025. 157 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 7,771 shares of CBIZ worth $249K as of Q2 2026.
  • CBIZ was a new Universal-Beteiligungs- und Servicegesellschaft position in Q2 2026.
  • CBIZ made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1977 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in CBIZ in Q1 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's CBIZ position peaked at $2.33M in Q1 2025.
  • 157 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.