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Cbiz shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Cbiz

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All positions including Cbiz held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $71k 65k 1.09

More positions owned by Curated Wealth Partners

S&p Global (SPGI)
Procter & Gamble Company (PG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Target Corporation (TGT)
Broadcom (AVGO)
Charles Schwab Corporation (SCHW)
Parker-Hannifin Corporation (PH)
Brightstar Lottery Shs Usd (BRSL)
Tesla Motors (TSLA)
Amphenol Corp Cl A (APH)
Cummins (CMI)
Packaging Corporation of America (PKG)
ResMed (RMD)
Abbott Laboratories (ABT)
Trane Technologies SHS (TT)

View all positions for Curated Wealth Partners

Top funds holding Cbiz

FMR
BlackRock
Bank Of Montreal
22C Capital
Vanguard Capital Management
Vanguard Portfolio Management
Morgan Stanley
Geode Capital Management
State Street Corporation
P2 Capital Partners
Bloombergsen Investment Partners
Sunriver Management
Alliancebernstein
Royce & Associates
Northern Trust

View all funds holding Cbiz