JTBR
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James T. Borello RIA’s CBIZ CBZ Stock Holding History

James T. Borello RIA’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
Q3 		$164 Hold
3
– – ﹤0.01% 1147
2026
Q2 		$96 Hold
3
– – ﹤0.01% 1192
2026
Q1 		$81 Buy
+3
New +$106 ﹤0.01% 1185

Other funds holding CBZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

James T. Borello RIA's CBZ Position: Q3 2026 in Review

James T. Borello RIA held its CBIZ (CBZ) position steady in Q3 2026 at 3 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

James T. Borello RIA first reported a position in CBZ in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold CBZ as of Q3 2026.

  • James T. Borello RIA held 3 shares of CBIZ worth $164 as of Q3 2026.
  • James T. Borello RIA left its CBIZ share count unchanged in Q3 2026.
  • CBIZ made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1147 holding.
  • James T. Borello RIA first reported a position in CBIZ in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held CBIZ as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.