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Valeo Financial Advisors’s CBIZ CBZ Stock Holding History

Valeo 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 		– Sell
-9,009
Closed -$455K – 779
2025
Q4 		$455K Sell
9,009
-5,744
-39% -$302K 0.01% 492
2025
Q3 		$781K Buy
14,753
+16
+0.1% +$1.03K 0.02% 366
2025
Q2 		$1.06M Buy
14,737
+2,660
+22% +$192K 0.03% 288
2025
Q1 		$916K Hold
12,077
– – 0.03% 278
2024
Q4 		$988K Hold
12,077
– – 0.03% 268
2024
Q3 		$813K Buy
12,077
+8
+0.1% +$581 0.02% 300
2024
Q2 		$894K Sell
12,069
-1,600
-12% -$121K 0.03% 260
2024
Q1 		$1.07M Sell
13,669
-806
-6% -$56K 0.04% 227
2023
Q4 		$906K Hold
14,475
– – 0.04% 239
2023
Q3 		$751K Buy
14,475
+9,935
+219% +$535K 0.03% 251
2023
Q2 		$242K Buy
+4,540
New +$234K 0.01% 487
2020
Q2 		– Sell
-800
Closed -$18K – 2040
2020
Q1 		$18K Buy
800
+400
+100% +$10.2K ﹤0.01% 919
2019
Q4 		$11K Buy
+400
New +$10.4K ﹤0.01% 1078

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Valeo Financial Advisors's CBZ Position: Q1 2026 in Review

Valeo Financial Advisors sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 9,009 shares — an estimated $455K sold.

Valeo Financial Advisors first reported a position in CBZ in Q4 2019 and held it in 13 quarters. The position peaked at $1.07M in Q1 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Valeo Financial Advisors reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 9,009 CBIZ shares in Q1 2026, an estimated $455K.
  • Valeo Financial Advisors first reported a position in CBIZ in Q4 2019 and held it in 13 quarters.
  • Valeo Financial Advisors's CBIZ position peaked at $1.07M in Q1 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.