Position in CBZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,672,379
+$737,642 QoQ
Shares Held
62,286
+236.2% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $815,605,456 across 23 Specialty Business Services names. CBZ ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
7,043,712 | $233,851,238 | |
| 2 | TRI |
Thomson Reuters Corp /Can/
|
1,588,756 | $142,956,264 | |
| 3 | DLB |
Dolby Laboratories, Inc.
|
2,254,933 | $135,431,275 | |
| 4 | ULS |
UL Solutions Inc.
|
1,213,171 | $103,980,886 | |
| 5 | UNF |
Unifirst Corp
|
378,833 | $95,310,594 | |
| 6 | GPN |
Global Payments Inc
|
389,717 | $26,227,954 | |
| 7 | CTAS |
Cintas Corp
|
112,176 | $18,973,448 | |
| 8 | CMPR |
CIMPRESS plc
|
113,816 | $8,308,568 |
All Filings in CBZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,672,379 | 62,286 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $934,737 | 18,528 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $588,226 | 11,107 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $4,555,848 | 60,056 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,481,695 | 18,107 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,474,788 | 51,639 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,537,365 | 61,233 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,160,119 | 65,734 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,936,285 | 62,890 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,788,181 | 72,990 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,774,195 | 70,837 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,701,406 | 74,791 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,169,134 | 88,989 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,117,489 | 96,248 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,412,103 | 110,413 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,721,777 | 41,024 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,792,048 | 45,809 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,434,846 | 75,289 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,726,267 | 83,194 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $2,855,365 | 87,427 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,346,226 | 50,591 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,516,967 | 66,330 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,643,646 | 68,571 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $594,190 | 28,403 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||