Corient Private Wealth LLC

Position in CBZ — CBIZ, Inc.

CIK 1948780 MIAMI, FL

Position in CBZ

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,195,714

+$3,874,449 QoQ

Shares Held

156,265

+2353.9% QoQ

Ownership

0.284%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Industrials · as of Mar 31, 2026

Corient Private Wealth LLC holds $51,594,721 across 20 Specialty Business Services names. CBZ ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTAS	Cintas Corp	103,071	$17,433,428
2	CPRT	Copart Inc	266,057	$8,833,091
3	CBZ	CBIZ, Inc. This page	156,265	$4,195,714
4	GPN	Global Payments Inc	54,580	$3,673,234
5	MMS	Maximus, Inc.	50,210	$3,218,461
6	RBA	Rb Global Inc.	20,802	$1,993,871
7	TRI	Thomson Reuters Corp /Can/	18,659	$1,678,936
8	ABM	Abm Industries Inc /De/	35,271	$1,358,638

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,195,714	156,265	+2353.9%	Shares	Other	2026-05-15
2025-12-31	$321,265	6,368	+6.9%	Shares	Sole	2026-03-09
2025-09-30	$315,535	5,958	-38.9%	Shares	Sole	2025-11-14
2025-06-30	$698,956	9,747	+4.4%	Shares	Sole	2025-09-26
2025-03-31	$708,456	9,339	-1.8%	Shares	Sole	2025-05-14
2024-12-31	$778,202	9,510	+1.4%	Shares	Other	2025-02-10
2024-09-30	$631,314	9,382	+0.2%	Shares	Other	2024-11-12
2024-06-30	$693,649	9,361	-9.1%	Shares	Other	2024-08-13
2024-03-31	$808,000	10,293	-2.4%	Shares	Sole	2024-05-09
2023-12-31	$660,323	10,550	+22.8%	Shares	Sole	2024-02-09
2023-09-30	$445,717	8,588	-32.7%	Shares	Sole	2023-11-03
2023-06-30	$680,331	12,769	-0.3%	Shares	Other	2023-08-10
2023-03-31	$633,570	12,802	—	Shares	Other	2023-05-15
No filing history on record for this holder in this stock.