WT
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Whittier Trust’s CBIZ CBZ Stock Holding History

Whittier Trust’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
2025
Q4 		– Sell
-442
Closed -$25.1K – 1366
2025
Q3 		$25.1K Hold
442
– – ﹤0.01% 970
2025
Q2 		$31.7K Hold
442
– – ﹤0.01% 1036
2025
Q1 		$33.5K Buy
+442
New +$35.6K ﹤0.01% 1008
2024
Q2 		– Sell
-693
Closed -$54.4K – 1529
2024
Q1 		$54.4K Buy
+693
New +$48.2K ﹤0.01% 923
2021
Q3 		– Sell
-5,000
Closed -$164K – 1505
2021
Q2 		$164K Hold
5,000
– – ﹤0.01% 691
2021
Q1 		$163K Hold
5,000
– – ﹤0.01% 676
2020
Q4 		$133K Hold
5,000
– – ﹤0.01% 663
2020
Q3 		$114K Buy
+5,000
New +$119K ﹤0.01% 678

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Whittier Trust's CBZ Position: Q4 2025 in Review

Whittier Trust sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 442 shares — an estimated $25.1K sold.

Whittier Trust first reported a position in CBZ in Q3 2020 and held it in 8 quarters. The position peaked at $164K in Q2 2021. 264 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • Whittier Trust reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 442 CBIZ shares in Q4 2025, an estimated $25.1K.
  • Whittier Trust first reported a position in CBIZ in Q3 2020 and held it in 8 quarters.
  • Whittier Trust's CBIZ position peaked at $164K in Q2 2021.
  • 264 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.