Position in CBZ
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,108,716
+$709,188 QoQ
Shares Held
34,561
+132.3% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 258 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $37,136,659 across 24 Specialty Business Services names. CBZ ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
44,531 | $7,573,832 | |
| 2 | CPRT |
Copart Inc
|
260,686 | $7,348,738 | |
| 3 | ARMK |
Aramark
|
122,501 | $6,970,306 | |
| 4 | RELX |
Relx PLC
|
82,729 | $2,620,027 | |
| 5 | GPN |
Global Payments Inc
|
24,008 | $1,742,020 | |
| 6 | MMS |
Maximus, Inc.
|
32,403 | $1,741,985 | |
| 7 | ABM |
Abm Industries Inc /De/
|
30,637 | $1,355,380 | |
| 8 | CBZ |
CBIZ, Inc.
This page
|
34,561 | $1,108,716 |
All Filings in CBZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,716 | 34,561 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $399,528 | 14,880 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $443,505 | 8,791 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $368,919 | 6,966 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $516,025 | 7,196 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $593,528 | 7,824 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $202,885 | 2,738 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||