Position in CBZ
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$560,144
-$396,640 QoQ
Shares Held
20,862
+10.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $25,097,151 across 15 Specialty Business Services names. CBZ ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
84,890 | $14,358,294 | |
| 2 | CPRT |
Copart Inc
|
83,244 | $2,763,700 | |
| 3 | TRI |
Thomson Reuters Corp /Can/
|
18,340 | $1,650,233 | |
| 4 | GPN |
Global Payments Inc
|
20,146 | $1,355,825 | |
| 5 | CASS |
Cass Information Systems Inc
|
29,250 | $1,287,585 | |
| 6 | RELX |
Relx PLC
|
17,770 | $589,075 | |
| 7 | CBZ |
CBIZ, Inc.
This page
|
20,862 | $560,144 | |
| 8 | TRNS |
Transcat Inc
|
6,798 | $499,313 |
All Filings in CBZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $560,144 | 20,862 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $956,784 | 18,965 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $973,192 | 18,376 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,350,155 | 18,828 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,424,347 | 18,776 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,536,440 | 18,776 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,273,530 | 18,926 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,398,044 | 18,867 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,483,179 | 18,894 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,184,202 | 18,920 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $974,007 | 18,767 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $998,307 | 18,737 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $927,294 | 18,737 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $877,828 | 18,737 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $907,235 | 21,207 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $850,388 | 21,281 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $892,072 | 21,255 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $831,495 | 21,255 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $687,386 | 21,255 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $736,505 | 22,475 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $721,165 | 22,081 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $600,667 | 22,573 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $516,244 | 22,573 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $553,059 | 23,073 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $497,519 | 23,782 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||