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Wealth Enhancement Trust Services’s CBIZ CBZ Stock Holding History

Wealth Enhancement Trust Services’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 		$1.89K Buy
+59
New +$1.83K ﹤0.01% 1014

Other funds holding CBZ

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
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
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
DCM
DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

Wealth Enhancement Trust Services's CBZ Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in CBIZ (CBZ) in Q2 2026: 59 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings.

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

  • Wealth Enhancement Trust Services held 59 shares of CBIZ worth $1.89K as of Q2 2026.
  • CBIZ was a new Wealth Enhancement Trust Services position in Q2 2026.
  • CBIZ made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1014 holding.
  • 176 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.