Position in CBZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$855,990
+$317,057 QoQ
Shares Held
26,683
+32.9% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 258 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $28,673,514 across 17 Specialty Business Services names. CBZ ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
60,913 | $10,360,083 | |
| 2 | CPRT |
Copart Inc
|
125,331 | $3,533,080 | |
| 3 | RBA |
Rb Global Inc.
|
29,027 | $3,380,194 | |
| 4 | RELX |
Relx PLC
|
100,105 | $3,170,325 | |
| 5 | GPN |
Global Payments Inc
|
17,368 | $1,260,222 | |
| 6 | ARMK |
Aramark
|
21,286 | $1,211,173 | |
| 7 | CBZ |
CBIZ, Inc.
This page
|
26,683 | $855,990 | |
| 8 | TRI |
Thomson Reuters Corp /Can/
|
8,695 | $710,120 |
All Filings in CBZ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,990 | 26,683 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $538,933 | 20,072 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $869,808 | 17,241 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $926,588 | 17,496 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,290,278 | 17,993 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $549,150 | 7,239 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $638,928 | 7,808 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $593,766 | 8,824 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $652,598 | 8,807 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $612,614 | 7,804 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $447,768 | 7,154 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $372,901 | 7,185 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $378,288 | 7,100 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $336,136 | 6,792 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||