Position in CBZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,978,449
+$1,848,886 QoQ
Shares Held
342,221
+0.6% QoQ
Ownership
0.621%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2
of 44 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026MONTRUSCO BOLTON INVESTMENTS INC. holds $25,831,413 across 2 Specialty Business Services names. CBZ ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBA |
Rb Global Inc.
|
127,548 | $14,852,964 | |
| 2 | CBZ |
CBIZ, Inc.
This page
|
342,221 | $10,978,449 |
All Filings in CBZ
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,978,449 | 342,221 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,129,563 | 340,021 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,888,854 | 295,121 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,660,440 | 276,821 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,736,396 | 233,390 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||