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 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 $3.38T AUM 44.17% 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. 260 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.
260 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.