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WealthCollab’s CBIZ CBZ Stock Holding History

WealthCollab’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
Q1 		$1.21K Hold
45
– – ﹤0.01% 897
2025
Q4 		$2.27K Sell
45
-16
-26% -$841 ﹤0.01% 871
2025
Q3 		$3.23K Hold
61
– – ﹤0.01% 760
2025
Q2 		$4.38K Hold
61
– – ﹤0.01% 664
2025
Q1 		$4.63K Buy
61
+16
+36% +$1.29K ﹤0.01% 637
2024
Q4 		$3.68K Hold
45
– – ﹤0.01% 656
2024
Q3 		$3.03K Hold
45
– – ﹤0.01% 710
2024
Q2 		$3.33K Hold
45
– – ﹤0.01% 672
2024
Q1 		$3.53K Hold
45
– – ﹤0.01% 667
2023
Q4 		$2.82K Buy
+45
New +$2.54K ﹤0.01% 687

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthCollab's CBZ Position: Q1 2026 in Review

WealthCollab held its CBIZ (CBZ) position steady in Q1 2026 at 45 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

WealthCollab first reported a position in CBZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.63K in Q1 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • WealthCollab held 45 shares of CBIZ worth $1.21K as of Q1 2026.
  • WealthCollab left its CBIZ share count unchanged in Q1 2026.
  • CBIZ made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #897 holding.
  • WealthCollab first reported a position in CBIZ in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's CBIZ position peaked at $4.63K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.