Vanguard Asset Management’s CBIZ CBZ Stock Holding History

Vanguard Asset Management’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	$1.63M	Buy	50,681 +7,148	+16%	+$222K	﹤0.01%	1650
2026 Q1	$1.17M	Buy	+43,533	New	+$1.54M	﹤0.01%	1714

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Vanguard Asset Management's CBZ Position: Q2 2026 in Review

Vanguard Asset Management increased its CBIZ (CBZ) stake by 16% in Q2 2026, buying an estimated $222K and bringing the position to 50,681 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Vanguard Asset Management first reported a position in CBZ in Q1 2026 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Vanguard Asset Management held 50,681 shares of CBIZ worth $1.63M as of Q2 2026.
Vanguard Asset Management bought 7,148 CBIZ shares in Q2 2026, an estimated $222K.
CBIZ made up ﹤0.01% of Vanguard Asset Management's portfolio in Q2 2026, its #1650 holding.
Vanguard Asset Management first reported a position in CBIZ in Q1 2026 and has held it in 2 quarters since.
256 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Vanguard Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.