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RAFFA WEALTH MANAGEMENT, LLC’s CBIZ CBZ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$37.9K Buy
+1,180
New +$36.7K ﹤0.01% 198

Other funds holding CBZ

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CBZ Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in CBIZ (CBZ) in Q2 2026: 1,180 shares worth $37.9K. The stake represents ﹤0.01% of the portfolio and ranks #198 among its holdings.

38 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,180 shares of CBIZ worth $37.9K as of Q2 2026.
  • CBIZ was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
  • CBIZ made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #198 holding.
  • 38 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.