Vanguard Capital Management
CBZ icon

Vanguard Capital Management’s CBIZ CBZ Stock Holding History

Vanguard Capital 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 		$72.5M Buy
2,259,967
+113,380
+5% +$3.53M ﹤0.01% 1732
2026
Q1 		$57.6M Buy
+2,146,587
New +$75.7M ﹤0.01% 1790

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 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
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

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

Vanguard Capital Management increased its CBIZ (CBZ) stake by 5.3% in Q2 2026, buying an estimated $3.53M and bringing the position to 2,259,967 shares worth $72.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Vanguard Capital Management first reported a position in CBZ in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Vanguard Capital Management held 2,259,967 shares of CBIZ worth $72.5M as of Q2 2026.
  • Vanguard Capital Management bought 113,380 CBIZ shares in Q2 2026, an estimated $3.53M.
  • CBIZ made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1732 holding.
  • Vanguard Capital Management first reported a position in CBIZ in Q1 2026 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

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