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Waters Parkerson & Co’s CBIZ CBZ Stock Holding History

Waters Parkerson & Co’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 		$16.5M Sell
515,707
-7,335
-1% -$228K 0.82% 37
2026
Q1 		$14M Buy
523,042
+85,796
+20% +$3.03M 0.72% 41
2025
Q4 		$22.1M Buy
437,246
+22,768
+5% +$1.2M 1.08% 34
2025
Q3 		$22M Buy
414,478
+15,776
+4% +$1.02M 1.07% 34
2025
Q2 		$28.6M Buy
398,702
+94,214
+31% +$6.82M 1.43% 23
2025
Q1 		$23.1M Buy
304,488
+18,733
+7% +$1.51M 1.23% 28
2024
Q4 		$23.4M Buy
+285,755
New +$21.4M 1.23% 29

Other funds holding CBZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waters Parkerson & Co's CBZ Position: Q2 2026 in Review

Waters Parkerson & Co reduced its CBIZ (CBZ) stake by 1.4% in Q2 2026, selling an estimated $228K and leaving 515,707 shares worth $16.5M. The position accounts for 0.82% of the portfolio, ranked #37.

Waters Parkerson & Co first reported a position in CBZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.6M in Q2 2025. 101 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Waters Parkerson & Co held 515,707 shares of CBIZ worth $16.5M as of Q2 2026.
  • Waters Parkerson & Co sold 7,335 CBIZ shares in Q2 2026, an estimated $228K.
  • CBIZ made up 0.82% of Waters Parkerson & Co's portfolio in Q2 2026, its #37 holding.
  • Waters Parkerson & Co first reported a position in CBIZ in Q4 2024 and has held it in 7 quarters since.
  • Waters Parkerson & Co's CBIZ position peaked at $28.6M in Q2 2025.
  • 101 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.