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Versor Investments’s CBIZ CBZ Stock Holding History

Versor Investments’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
2025
Q2 		– Sell
-5,189
Closed -$394K – 727
2025
Q1 		$394K Sell
5,189
-2,591
-33% -$208K 0.06% 486
2024
Q4 		$637K Buy
+7,780
New +$582K 0.11% 295
2022
Q4 		– Sell
-4,783
Closed -$205K – 746
2022
Q3 		$205K Sell
4,783
-6,317
-57% -$276K 0.01% 721
2022
Q2 		$444K Buy
+11,100
New +$448K 0.02% 519

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return

Versor Investments's CBZ Position: Q2 2025 in Review

Versor Investments sold out of CBIZ (CBZ) in Q2 2025, closing a stake of 5,189 shares — an estimated $394K sold.

Versor Investments first reported a position in CBZ in Q2 2022 and held it in 4 quarters. The position peaked at $637K in Q4 2024. 275 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

  • Versor Investments reported no remaining CBIZ position as of Q2 2025 after selling out during the quarter.
  • Versor Investments sold 5,189 CBIZ shares in Q2 2025, an estimated $394K.
  • Versor Investments first reported a position in CBIZ in Q2 2022 and held it in 4 quarters.
  • Versor Investments's CBIZ position peaked at $637K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Versor Investments's 13F filing for Q2 2025, filed 5 Aug 2025.