US Bancorp
CBZ icon

US Bancorp’s CBIZ CBZ Stock Holding History

US Bancorp’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 		$66.4K Buy
2,071
+702
+51% +$21.8K ﹤0.01% 2668
2026
Q1 		$36.8K Sell
1,369
-22
-2% -$776 ﹤0.01% 2836
2025
Q4 		$70.2K Buy
1,391
+127
+10% +$6.68K ﹤0.01% 2543
2025
Q3 		$66.9K Sell
1,264
-284
-18% -$18.3K ﹤0.01% 2529
2025
Q2 		$111K Buy
1,548
+12
+0.8% +$868 ﹤0.01% 2374
2025
Q1 		$117K Sell
1,536
-260
-14% -$20.9K ﹤0.01% 2322
2024
Q4 		$147K Hold
1,796
– – ﹤0.01% 2201
2024
Q3 		$121K Buy
1,796
+249
+16% +$18.1K ﹤0.01% 2301
2024
Q2 		$115K Sell
1,547
-31
-2% -$2.34K ﹤0.01% 2266
2024
Q1 		$124K Buy
1,578
+56
+4% +$3.89K ﹤0.01% 2245
2023
Q4 		$95.3K Sell
1,522
-45
-3% -$2.54K ﹤0.01% 2372
2023
Q3 		$81.3K Sell
1,567
-37
-2% -$1.99K ﹤0.01% 2228
2023
Q2 		$85.5K Sell
1,604
-81
-5% -$4.17K ﹤0.01% 2263
2023
Q1 		$83.4K Sell
1,685
-29
-2% -$1.4K ﹤0.01% 2277
2022
Q4 		$80.3K Sell
1,714
-58
-3% -$2.76K ﹤0.01% 2291
2022
Q3 		$76K Buy
1,772
+79
+5% +$3.46K ﹤0.01% 2308
2022
Q2 		$68K Buy
1,693
+1,477
+684% +$59.7K ﹤0.01% 2423
2022
Q1 		$9K Sell
216
-21
-9% -$822 ﹤0.01% 3394
2021
Q4 		$9K Sell
237
-301
-56% -$11.2K ﹤0.01% 3451
2021
Q3 		$17K Buy
538
+343
+176% +$11.2K ﹤0.01% 3200
2021
Q2 		$6K Hold
195
– – ﹤0.01% 3551
2021
Q1 		$6K Sell
195
-68
-26% -$2K ﹤0.01% 3439
2020
Q4 		$7K Buy
263
+4
+2% +$98 ﹤0.01% 3297
2020
Q3 		$6K Sell
259
-5,545
-96% -$132K ﹤0.01% 3222
2020
Q2 		$139K Sell
5,804
-160
-3% -$3.63K ﹤0.01% 1943
2020
Q1 		$125K Sell
5,964
-138
-2% -$3.51K ﹤0.01% 1911
2019
Q4 		$165K Buy
6,102
+3,233
+113% +$84.1K ﹤0.01% 1929
2019
Q3 		$67K Buy
2,869
+456
+19% +$10.3K ﹤0.01% 2333
2019
Q2 		$47K Buy
+2,413
New +$48.4K ﹤0.01% 2550
2017
Q1 		– Sell
-2,000
Closed -$27K – 3550
2016
Q4 		$27K Hold
2,000
– – ﹤0.01% 2714
2016
Q3 		$22K Hold
2,000
– – ﹤0.01% 2775
2016
Q2 		$21K Hold
2,000
– – ﹤0.01% 2772
2016
Q1 		$20K Hold
2,000
– – ﹤0.01% 2751
2015
Q4 		$20K Sell
2,000
-7,640
-79% -$80.9K ﹤0.01% 2813
2015
Q3 		$95K Sell
9,640
-1,817
-16% -$17.7K ﹤0.01% 2108
2015
Q2 		$110K Buy
11,457
+118
+1% +$1.1K ﹤0.01% 2091
2015
Q1 		$106K Buy
11,339
+2,460
+28% +$21.5K ﹤0.01% 2132
2014
Q4 		$76K Buy
8,879
+421
+5% +$3.63K ﹤0.01% 2306
2014
Q3 		$67K Sell
8,458
-6,610
-44% -$56.4K ﹤0.01% 2325
2014
Q2 		$137K Buy
15,068
+854
+6% +$7.44K ﹤0.01% 1975
2014
Q1 		$130K Buy
14,214
+163
+1% +$1.46K ﹤0.01% 1980
2013
Q4 		$128K Sell
14,051
-2,104
-13% -$17.7K ﹤0.01% 1970
2013
Q3 		$120K Buy
16,155
+2,471
+18% +$17.7K ﹤0.01% 1953
2013
Q2 		$92K Buy
+13,684
New +$88.7K ﹤0.01% 2032

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 $3.37T AUM 44.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

US Bancorp's CBZ Position: Q2 2026 in Review

US Bancorp increased its CBIZ (CBZ) stake by 51% in Q2 2026, buying an estimated $21.8K and bringing the position to 2,071 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

US Bancorp first reported a position in CBZ in Q2 2013 and has held it in 44 quarters since. The position peaked at $165K in Q4 2019. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • US Bancorp held 2,071 shares of CBIZ worth $66.4K as of Q2 2026.
  • US Bancorp bought 702 CBIZ shares in Q2 2026, an estimated $21.8K.
  • CBIZ made up ﹤0.01% of US Bancorp's portfolio in Q2 2026, its #2668 holding.
  • US Bancorp first reported a position in CBIZ in Q2 2013 and has held it in 44 quarters since.
  • US Bancorp's CBIZ position peaked at $165K in Q4 2019.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on US Bancorp's 13F filing for Q2 2026, filed 12 Aug 2026.