Zurich Cantonal Bank’s CBIZ CBZ Stock Holding History

Zurich Cantonal Bank’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	$362K	Hold	11,276	–	–	﹤0.01%	2109
2026 Q1	$303K	Buy	+11,276	New	+$398K	﹤0.01%	2091
2025 Q4	–	Sell	-9,930	Closed	-$522K	–	2728
2025 Q3	$526K	Buy	9,930 +772	+8%	+$49.8K	﹤0.01%	1710
2025 Q2	$657K	Buy	9,158 +1,152	+14%	+$83.3K	﹤0.01%	1494
2025 Q1	$607K	Hold	8,006	–	–	﹤0.01%	1481
2024 Q4	$655K	Buy	8,006 +626	+8%	+$46.8K	﹤0.01%	1474
2024 Q3	$497K	Hold	7,380	–	–	﹤0.01%	1565
2024 Q2	$547K	Sell	7,380 -2,239	-23%	-$169K	﹤0.01%	1430
2024 Q1	$755K	Sell	9,619 -1,141	-11%	-$79.3K	﹤0.01%	1221
2023 Q4	$673K	Buy	10,760 +3,404	+46%	+$192K	﹤0.01%	1313
2023 Q3	$382K	Buy	7,356 +1,167	+19%	+$62.9K	﹤0.01%	1561
2023 Q2	$330K	Buy	6,189 +689	+13%	+$35.4K	﹤0.01%	1616
2023 Q1	$272K	Hold	5,500	–	–	﹤0.01%	1683
2022 Q4	$258K	Sell	5,500 -874	-14%	-$41.5K	﹤0.01%	1672
2022 Q3	$273K	Hold	6,374	–	–	﹤0.01%	1563
2022 Q2	$255K	Hold	6,374	–	–	﹤0.01%	1654
2022 Q1	$268K	Hold	6,374	–	–	﹤0.01%	1716
2021 Q4	$249K	Hold	6,374	–	–	﹤0.01%	1922
2021 Q3	$206K	Hold	6,374	–	–	﹤0.01%	1901
2021 Q2	$209K	Sell	6,374 -1,072	-14%	-$35.8K	﹤0.01%	1773
2021 Q1	$243K	Buy	7,446 +1,444	+24%	+$42.5K	﹤0.01%	1678
2020 Q4	$160K	Hold	6,002	–	–	﹤0.01%	1972
2020 Q3	$137K	Hold	6,002	–	–	﹤0.01%	1833
2020 Q2	$144K	Buy	6,002 +1,232	+26%	+$28K	﹤0.01%	1744
2020 Q1	$100K	Buy	4,770 +1,749	+58%	+$44.5K	﹤0.01%	1605
2019 Q4	$81K	Hold	3,021	–	–	﹤0.01%	1849
2019 Q3	$71K	Hold	3,021	–	–	﹤0.01%	1798
2019 Q2	$59K	Hold	3,021	–	–	﹤0.01%	1950
2019 Q1	$61K	Sell	3,021 -818	-21%	-$16.5K	﹤0.01%	1881
2018 Q4	$76K	Buy	3,839 +1,361	+55%	+$29.1K	﹤0.01%	1764
2018 Q3	$59K	Hold	2,478	–	–	﹤0.01%	2053
2018 Q2	$57K	Hold	2,478	–	–	﹤0.01%	2039
2018 Q1	$45K	Hold	2,478	–	–	﹤0.01%	2127
2017 Q4	$38K	Buy	2,478 +388	+19%	+$6.1K	﹤0.01%	2195
2017 Q3	$34K	Hold	2,090	–	–	﹤0.01%	2028
2017 Q2	$31K	Buy	2,090 +1,135	+119%	+$17K	﹤0.01%	2044
2017 Q1	$13K	Hold	955	–	–	﹤0.01%	2424
2016 Q4	$13K	Hold	955	–	–	﹤0.01%	2388
2016 Q3	$11K	Hold	955	–	–	﹤0.01%	2390
2016 Q2	$10K	Hold	955	–	–	﹤0.01%	2371
2016 Q1	$10K	Hold	955	–	–	﹤0.01%	2351
2015 Q4	$9K	Hold	955	–	–	﹤0.01%	2415
2015 Q3	$9K	Buy	+955	New	+$9.31K	﹤0.01%	2091

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Zurich Cantonal Bank's CBZ Position: Q2 2026 in Review

Zurich Cantonal Bank held its CBIZ (CBZ) position steady in Q2 2026 at 11,276 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Zurich Cantonal Bank first reported a position in CBZ in Q3 2015 and has held it in 43 quarters since. The position peaked at $755K in Q1 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Zurich Cantonal Bank held 11,276 shares of CBIZ worth $362K as of Q2 2026.
Zurich Cantonal Bank left its CBIZ share count unchanged in Q2 2026.
CBIZ made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #2109 holding.
Zurich Cantonal Bank first reported a position in CBIZ in Q3 2015 and has held it in 43 quarters since.
Zurich Cantonal Bank's CBIZ position peaked at $755K in Q1 2024.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.