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Cbiz shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $402k 15k 26.85
2025-12-31 $673k 13k 50.45
2013-12-31 $97k 11k 9.07
2012-06-30 $245k 41k 5.93

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Vanguard Bd Index Fds Intermed Term (BIV)
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Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Cbiz

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

View all funds holding Cbiz