Wells Fargo’s CBIZ CBZ Stock Holding History

Wells Fargo’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
2015 Q4	–	Sell	-15,000	Closed	-$4K	–	6231
2015 Q3	$4K	Buy	+15,000	New	+$146K	﹤0.01%	5881

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo's CBZ Position: Q1 2026 in Review

Wells Fargo reduced its CBIZ (CBZ) stake by 52% in Q1 2026, selling an estimated $1.31M and leaving 33,919 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #3790.

Wells Fargo first reported a position in CBZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $93.5M in Q3 2021. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

Wells Fargo held 33,919 shares of CBIZ worth $911K as of Q1 2026.
Wells Fargo sold 37,209 CBIZ shares in Q1 2026, an estimated $1.31M.
CBIZ made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3790 holding.
Wells Fargo first reported a position in CBIZ in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's CBIZ position peaked at $93.5M in Q3 2021.
263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.