Zurich Cantonal Bank
CBZ icon

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
Q1 		– Sell
-9,930
Closed -$501K – 2734
2025
Q4 		$501K Buy
+9,930
New +$522K ﹤0.01% 1781

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

Zurich Cantonal Bank's CBZ Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in CBIZ (CBZ) in Q1 2026: 11,276 shares worth $303K. The stake represents ﹤0.01% of the portfolio and ranks #2091 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in CBZ as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in CBZ in Q3 2015 and has held it in 42 quarters since. The position peaked at $755K in Q1 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Zurich Cantonal Bank held 11,276 shares of CBIZ worth $303K as of Q1 2026.
  • CBIZ was a new Zurich Cantonal Bank position in Q1 2026.
  • CBIZ made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #2091 holding.
  • Zurich Cantonal Bank first reported a position in CBIZ in Q3 2015 and has held it in 42 quarters since.
  • Zurich Cantonal Bank's CBIZ position peaked at $755K in Q1 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.