J.Safra Asset Management »

Cbiz shares owned by J.Safra Asset Management

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by J.Safra Asset Management from 13F filings

Historical chart of J.Safra Asset Management investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by J.Safra Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by J.Safra Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1k 39 52.95
2025-06-30 $11k 156 71.71
2025-03-31 $17k 217 75.86
2024-12-31 $17k 204 81.63
2024-09-30 $9.8k 147 66.82
2024-06-30 $1.2k 16 74.13

More positions owned by J.Safra Asset Management

Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)
Select Sector Spdr Trust The Technology Select Sector Spdr Fund Technology (XLK)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Select Sector Spdr Trust The Communication Services Select Sector Spdr Fund Communication (XLC)
Listed Funds Trust Roundhill Magnificent Seven Etf Roundhill Magnif (MAGS)
Select Sector Spdr Trust The Financial Select Sector Spdr Fund Financial (XLF)
Ishares Msci All Country Asia Ex Japan Index Fund Msci Ac Asia Etf (AAXJ)
Vanguard Intl Equity Ind Fd Ftse All World Ex Us Fd Etf Allwrld Ex Us (VEU)
Select Sector Spdr Trust The Energy Select Sector Spdr Fund Energy (XLE)
Select Sector Spdr Trust The Health Care Select Sector Spdr Fund Sbi Healthcare (XLV)
Spdr S&p Dividend Etf S&P Divid EFT (SDY)
Select Sector Spdr Trust The Industrial Select Sector Spdr Fund Indl (XLI)
Spdr S&p 500 Etf Trust Etf Tr Unit (SPY)
Spdr Ser Tr S&p Ins Etf S&p Ins Etf (KIE)
Vaneck Etf Tr Vaneck Semiconductor Etf Semiconductr Etf (SMH)

View all positions for J.Safra Asset Management

Top funds holding Cbiz

Vanguard Group
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FMR
Capital Research Global Investors
Burgundy Asset Management
P2 Capital Partners
State Street Corporation
Geode Capital Management
Bloombergsen Investment Partners
Henderson Group
Northern Trust
Silvercrest Asset Management Group
Capital World Investors

View all funds holding Cbiz