W
CBZ icon

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
Q2 		– Sell
-45
Closed -$1.21K – 992
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 $2.3T AUM 54.33% 1-Year Est. Return
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
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

WealthCollab's CBZ Position: Q2 2026 in Review

WealthCollab sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 45 shares — an estimated $1.21K sold.

WealthCollab first reported a position in CBZ in Q4 2023 and held it in 10 quarters. The position peaked at $4.63K in Q1 2025. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • WealthCollab reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • WealthCollab sold 45 CBIZ shares in Q2 2026, an estimated $1.21K.
  • WealthCollab first reported a position in CBIZ in Q4 2023 and held it in 10 quarters.
  • WealthCollab's CBIZ position peaked at $4.63K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.