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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Wells Fargo's CBZ Position: Q2 2026 in Review

Wells Fargo increased its CBIZ (CBZ) stake by 97% in Q2 2026, buying an estimated $1.03M and bringing the position to 66,909 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3545.

Wells Fargo first reported a position in CBZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $93.5M in Q3 2021. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Wells Fargo held 66,909 shares of CBIZ worth $2.15M as of Q2 2026.
Wells Fargo bought 32,990 CBIZ shares in Q2 2026, an estimated $1.03M.
CBIZ made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3545 holding.
Wells Fargo first reported a position in CBIZ in Q2 2013 and has held it in 53 quarters since.
Wells Fargo's CBIZ position peaked at $93.5M in Q3 2021.
260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.