Position in CBZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,873,889
-$2,385,977 QoQ
Shares Held
107,035
+2.7% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $334,382,088 across 20 Specialty Business Services names. CBZ ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
1,212,775 | $205,128,762 | |
| 2 | CPRT |
Copart Inc
|
961,729 | $31,929,401 | |
| 3 | RBA |
Rb Global Inc.
|
165,463 | $15,859,628 | |
| 4 | ULS |
UL Solutions Inc.
|
178,158 | $15,269,921 | |
| 5 | TRI |
Thomson Reuters Corp /Can/
|
166,086 | $14,944,417 | |
| 6 | GPN |
Global Payments Inc
|
148,074 | $9,965,379 | |
| 7 | UNF |
Unifirst Corp
|
26,943 | $6,778,588 | |
| 8 | RTO |
Rentokil Initial PLC /Fi
|
207,789 | $6,541,195 |
All Filings in CBZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,873,889 | 107,035 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,259,866 | 104,259 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $951,743 | 17,971 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,249,832 | 17,429 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,328,762 | 17,516 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,410,420 | 17,236 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $927,860 | 13,789 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $670,679 | 9,051 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $322,949 | 4,114 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $210,302 | 3,360 | Shares | Defined | 2024-02-12 | |
| 2023-03-31 | $895,223 | 18,089 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||