WT
CBZ icon

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

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return