Verition Fund Management
CBZ icon

Verition Fund Management’s CBIZ CBZ Stock Holding History

Verition Fund 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
Q1 		– Sell
-26,645
Closed -$1.34M – 2437
2025
Q4 		$1.34M Sell
26,645
-22,005
-45% -$1.16M 0.01% 1928
2025
Q3 		$2.58M Buy
48,650
+41,533
+584% +$2.68M 0.01% 1768
2025
Q2 		$510K Buy
+7,117
New +$515K ﹤0.01% 2926
2020
Q4 		– Sell
-13,439
Closed -$307K – 1126
2020
Q3 		$307K Buy
+13,439
New +$319K 0.01% 773

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

Verition Fund Management's CBZ Position: Q1 2026 in Review

Verition Fund Management sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 26,645 shares — an estimated $1.34M sold.

Verition Fund Management first reported a position in CBZ in Q3 2020 and held it in 4 quarters. The position peaked at $2.58M in Q3 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Verition Fund Management reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 26,645 CBIZ shares in Q1 2026, an estimated $1.34M.
  • Verition Fund Management first reported a position in CBIZ in Q3 2020 and held it in 4 quarters.
  • Verition Fund Management's CBIZ position peaked at $2.58M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.