Position in CBZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$240,888
+$39,272 QoQ
Shares Held
7,509
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 258 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Kestra Advisory Services, LLC holds $16,559,041 across 7 Specialty Business Services names. CBZ ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
77,577 | $13,194,296 | |
| 2 | CPRT |
Copart Inc
|
54,022 | $1,522,880 | |
| 3 | GPN |
Global Payments Inc
|
11,817 | $857,441 | |
| 4 | ARMK |
Aramark
|
4,811 | $273,745 | |
| 5 | RBA |
Rb Global Inc.
|
2,147 | $250,018 | |
| 6 | CBZ |
CBIZ, Inc.
This page
|
7,509 | $240,888 | |
| 7 | TRI |
Thomson Reuters Corp /Can/
|
2,691 | $219,773 |
All Filings in CBZ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,888 | 7,509 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $201,616 | 7,509 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $378,829 | 7,509 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $397,676 | 7,509 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,081,315 | 15,079 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,143,892 | 15,079 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,233,914 | 15,079 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,013,252 | 15,058 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,115,797 | 15,058 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,182,053 | 15,058 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,881,330 | 30,058 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,560,010 | 30,058 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||