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Cbiz shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 43k 50.45

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View all positions for Mount Yale Investment Advisors

Top funds holding Cbiz

Vanguard Group
BlackRock
FMR
Capital Research Global Investors
Burgundy Asset Management
P2 Capital Partners
Durable Capital Partners
State Street Corporation
Geode Capital Management
Bloombergsen Investment Partners
Sunriver Management
Allspring Global Investments Holdings
Henderson Group
Silvercrest Asset Management Group
Capital World Investors

View all funds holding Cbiz