Position in CBZ
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$16,040
+$2,615 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#214
of 258 holders
Holding Since
Mar 2024
10 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, 2026Trust Co holds $119,163 across 5 Specialty Business Services names. CBZ ranks #3 (13.5% of the industry book) .
All Filings in CBZ
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,040 | 500 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $13,425 | 500 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,225 | 500 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $26,480 | 500 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $35,855 | 500 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $37,930 | 500 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $40,915 | 500 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $33,645 | 500 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $37,050 | 500 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $39,250 | 500 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||