Vista Finance’s CBIZ CBZ Stock Holding History

Vista Finance’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 Q3	–	Sell	-3,856	Closed	-$277K	–	57
2025 Q2	$277K	Buy	3,856 +150	+4%	+$10.9K	0.24%	40
2025 Q1	$281K	Buy	3,706 +904	+32%	+$72.7K	0.24%	43
2024 Q4	$229K	Buy	+2,802	New	+$209K	0.24%	47

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vista Finance's CBZ Position: Q3 2025 in Review

Vista Finance sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 3,856 shares — an estimated $277K sold.

Vista Finance first reported a position in CBZ in Q4 2024 and held it in 3 quarters. The position peaked at $281K in Q1 2025. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

Vista Finance reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
Vista Finance sold 3,856 CBIZ shares in Q3 2025, an estimated $277K.
Vista Finance first reported a position in CBIZ in Q4 2024 and held it in 3 quarters.
Vista Finance's CBIZ position peaked at $281K in Q1 2025.
262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Vista Finance's 13F filing for Q3 2025, filed 8 Oct 2025.