Position in CBZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,897
+$1,125 QoQ
Shares Held
215
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 258 holders
Holding Since
Jun 2024
9 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, 2026J.Safra Asset Management Corp holds $958,640 across 6 Specialty Business Services names. CBZ ranks #5 (0.7% of the industry book) .
All Filings in CBZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,897 | 215 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,772 | 215 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,522 | 50 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,065 | 39 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,186 | 156 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $16,461 | 217 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $16,693 | 204 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,891 | 147 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,185 | 16 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||