YC
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Yarbrough Capital’s CBIZ CBZ Stock Holding History

Yarbrough Capital’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
Q1 		– Sell
-5,462
Closed -$276K – 99
2025
Q4 		$276K Sell
5,462
-2,283
-29% -$120K 0.01% 150
2025
Q3 		$410K Sell
7,745
-6,601
-46% -$426K 0.01% 133
2025
Q2 		$1.03M Hold
14,346
– – 0.04% 94
2025
Q1 		$1.09M Hold
14,346
– – 0.05% 89
2024
Q4 		$1.17M Hold
14,346
– – 0.05% 86
2024
Q3 		$965K Buy
14,346
+5,462
+61% +$397K 0.04% 89
2024
Q2 		$658K Buy
8,884
+2,283
+35% +$173K 0.03% 112
2024
Q1 		$518K Hold
6,601
– – 0.02% 128
2023
Q4 		$413K Hold
6,601
– – 0.02% 155
2023
Q3 		$343K Buy
+6,601
New +$356K 0.02% 164

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Yarbrough Capital's CBZ Position: Q1 2026 in Review

Yarbrough Capital sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 5,462 shares — an estimated $276K sold.

Yarbrough Capital first reported a position in CBZ in Q3 2023 and held it in 10 quarters. The position peaked at $1.17M in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Yarbrough Capital reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • Yarbrough Capital sold 5,462 CBIZ shares in Q1 2026, an estimated $276K.
  • Yarbrough Capital first reported a position in CBIZ in Q3 2023 and held it in 10 quarters.
  • Yarbrough Capital's CBIZ position peaked at $1.17M in Q4 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Yarbrough Capital's 13F filing for Q1 2026, filed 14 Apr 2026.