Position in CBZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$401,998
-$270,702 QoQ
Shares Held
14,972
+12.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $40,509,553 across 10 Specialty Business Services names. CBZ ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
426,068 | $14,145,457 | |
| 2 | CTAS |
Cintas Corp
|
65,932 | $11,151,738 | |
| 3 | ULS |
UL Solutions Inc.
|
82,373 | $7,060,189 | |
| 4 | TRI |
Thomson Reuters Corp /Can/
|
52,120 | $4,689,757 | |
| 5 | RELX |
Relx PLC
|
45,421 | $1,505,706 | |
| 6 | GPN |
Global Payments Inc
|
10,630 | $715,399 | |
| 7 | DLB |
Dolby Laboratories, Inc.
|
7,158 | $429,909 | |
| 8 | CBZ |
CBIZ, Inc.
This page
|
14,972 | $401,998 |
All Filings in CBZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $401,998 | 14,972 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $672,700 | 13,334 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||