ZBNA
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Zions Bancorporation, National Association’s CBIZ CBZ Stock Holding History

Zions Bancorporation, National Association’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 		$200K Sell
6,225
-5,871
-49% -$183K 0.01% 363
2026
Q1 		$325K Sell
12,096
-7,594
-39% -$268K 0.02% 299
2025
Q4 		$993K Sell
19,690
-2,574
-12% -$135K 0.05% 248
2025
Q3 		$1.18M Sell
22,264
-3,308
-13% -$213K 0.06% 210
2025
Q2 		$1.83M Buy
25,572
+7,767
+44% +$562K 0.1% 172
2025
Q1 		$1.35M Buy
+17,805
New +$1.43M 0.09% 191

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Zions Bancorporation, National Association's CBZ Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its CBIZ (CBZ) stake by 49% in Q2 2026, selling an estimated $183K and leaving 6,225 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #363.

Zions Bancorporation, National Association first reported a position in CBZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q2 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Zions Bancorporation, National Association held 6,225 shares of CBIZ worth $200K as of Q2 2026.
  • Zions Bancorporation, National Association sold 5,871 CBIZ shares in Q2 2026, an estimated $183K.
  • CBIZ made up 0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #363 holding.
  • Zions Bancorporation, National Association first reported a position in CBIZ in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's CBIZ position peaked at $1.83M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.