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Xponance’s CBIZ CBZ Stock Holding History

Xponance’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
-3,882
Closed -$206K – 1577
2025
Q3 		$206K Sell
3,882
-196
-5% -$12.6K ﹤0.01% 1351
2025
Q2 		$292K Buy
4,078
+458
+13% +$33.1K ﹤0.01% 1154
2025
Q1 		$275K Buy
3,620
+195
+6% +$15.7K ﹤0.01% 1133
2024
Q4 		$280K Buy
3,425
+299
+10% +$22.4K ﹤0.01% 1147
2024
Q3 		$210K Buy
3,126
+87
+3% +$6.32K ﹤0.01% 1235
2024
Q2 		$225K Buy
3,039
+142
+5% +$10.7K ﹤0.01% 1142
2024
Q1 		$227K Buy
+2,897
New +$201K ﹤0.01% 1144

Other funds holding CBZ

Fidelity Investments
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 $5.72T 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 $269B 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

Xponance's CBZ Position: Q4 2025 in Review

Xponance sold out of CBIZ (CBZ) in Q4 2025, closing a stake of 3,882 shares — an estimated $206K sold.

Xponance first reported a position in CBZ in Q1 2024 and held it in 7 quarters. The position peaked at $292K in Q2 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q4 2025.

  • Xponance reported no remaining CBIZ position as of Q4 2025 after selling out during the quarter.
  • Xponance sold 3,882 CBIZ shares in Q4 2025, an estimated $206K.
  • Xponance first reported a position in CBIZ in Q1 2024 and held it in 7 quarters.
  • Xponance's CBIZ position peaked at $292K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q4 2025.

Based on Xponance's 13F filing for Q4 2025, filed 12 Feb 2026.