Position in CBZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,406
+$930 QoQ
Shares Held
75
+36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 258 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Bell Investment Advisors, Inc holds $84,043 across 11 Specialty Business Services names. CBZ ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBA |
Rb Global Inc.
|
183 | $21,310 | |
| 2 | UNF |
Unifirst Corp
|
66 | $17,454 | |
| 3 | CTAS |
Cintas Corp
|
93 | $15,817 | |
| 4 | CPRT |
Copart Inc
|
532 | $14,997 | |
| 5 | RELX |
Relx PLC
|
181 | $5,732 | |
| 6 | TRI |
Thomson Reuters Corp /Can/
|
38 | $3,103 | |
| 7 | CBZ |
CBIZ, Inc.
This page
|
75 | $2,406 | |
| 8 | RTO |
Rentokil Initial PLC /Fi
|
51 | $1,459 |
All Filings in CBZ
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,406 | 75 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,476 | 55 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $554 | 11 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $582 | 11 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $788 | 11 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $834 | 11 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $900 | 11 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $740 | 11 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $815 | 11 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $863 | 11 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $688 | 11 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $570 | 11 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $586 | 11 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $544 | 11 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $515 | 11 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $470 | 11 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||