Woodard & Company Asset Management Group’s CBIZ CBZ Stock Holding History

Woodard & Company Asset Management Group’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	$1.85M	Hold	57,645	–	–	0.27%	58
2026 Q1	$1.55M	Hold	57,645	–	–	0.25%	55
2025 Q4	$2.91M	Hold	57,645	–	–	0.46%	38
2025 Q3	$3.05M	Hold	57,645	–	–	0.5%	34
2025 Q2	$4.13M	Hold	57,645	–	–	0.76%	24
2025 Q1	$4.37M	Hold	57,645	–	–	0.91%	19
2024 Q4	$4.72M	Hold	57,645	–	–	1.02%	16
2024 Q3	$3.88M	Hold	57,645	–	–	0.87%	22
2024 Q2	$4.27M	Hold	57,645	–	–	1.06%	17
2024 Q1	$4.53M	Hold	57,645	–	–	1.21%	17
2023 Q4	$3.61M	Hold	57,645	–	–	1.05%	18
2023 Q3	$2.99M	Hold	57,645	–	–	1.02%	17
2023 Q2	$3.07M	Hold	57,645	–	–	1.02%	15
2023 Q1	$2.85M	Hold	57,645	–	–	0.99%	15
2022 Q4	$2.7M	Hold	57,645	–	–	0.96%	16
2022 Q3	$2.47M	Hold	57,645	–	–	1.14%	14
2022 Q2	$2.3M	Hold	57,645	–	–	0.95%	15
2022 Q1	$2.42M	Hold	57,645	–	–	1.01%	16
2021 Q4	$2.25M	Hold	57,645	–	–	1.07%	13
2021 Q3	$1.86M	Hold	57,645	–	–	1.15%	15
2021 Q2	$1.89M	Hold	57,645	–	–	1.13%	18
2021 Q1	$1.88M	Hold	57,645	–	–	1.2%	16
2020 Q4	$1.53M	Hold	57,645	–	–	0.94%	18
2020 Q3	$1.32M	Hold	57,645	–	–	0.86%	20
2020 Q2	$1.38M	Sell	57,645 -9,100	-14%	-$207K	0.93%	17
2020 Q1	$0	Hold	66,745	–	–	﹤0.01%	87
2019 Q4	$0	Buy	66,745 +6,675	+11%	+$174K	﹤0.01%	74
2019 Q3	$0	Hold	60,070	–	–	﹤0.01%	63
2019 Q2	$0	Hold	60,070	–	–	﹤0.01%	28
2019 Q1	$0	Hold	60,070	–	–	﹤0.01%	26
2018 Q4	$0	Hold	60,070	–	–	﹤0.01%	56
2018 Q3	$0	Buy	+60,070	New	+$1.39M	﹤0.01%	254

Other funds holding CBZ

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

WPC

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return

Woodard & Company Asset Management Group's CBZ Position: Q2 2026 in Review

Woodard & Company Asset Management Group held its CBIZ (CBZ) position steady in Q2 2026 at 57,645 shares worth $1.85M. The position accounts for 0.27% of the portfolio, ranked #58.

Woodard & Company Asset Management Group first reported a position in CBZ in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.72M in Q4 2024. 53 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Woodard & Company Asset Management Group held 57,645 shares of CBIZ worth $1.85M as of Q2 2026.
Woodard & Company Asset Management Group left its CBIZ share count unchanged in Q2 2026.
CBIZ made up 0.27% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #58 holding.
Woodard & Company Asset Management Group first reported a position in CBIZ in Q3 2018 and has held it in 32 quarters since.
Woodard & Company Asset Management Group's CBIZ position peaked at $4.72M in Q4 2024.
53 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.