Position in CBZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$94,187,247
-$19,408,444 QoQ
Shares Held
3,507,905
+55.8% QoQ
Ownership
6.37%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $1,104,507,584 across 16 Specialty Business Services names. CBZ ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRI |
Thomson Reuters Corp /Can/
|
5,323,269 | $478,987,741 | |
| 2 | RBA |
Rb Global Inc.
|
2,526,563 | $242,171,060 | |
| 3 | CTAS |
Cintas Corp
|
967,985 | $163,724,979 | |
| 4 | CBZ |
CBIZ, Inc.
This page
|
3,507,905 | $94,187,247 | |
| 5 | CPRT |
Copart Inc
|
1,843,961 | $61,219,501 | |
| 6 | GPN |
Global Payments Inc
|
450,428 | $30,313,801 | |
| 7 | RELX |
Relx PLC
|
586,642 | $19,447,181 | |
| 8 | ARMK |
Aramark
|
195,296 | $7,917,297 |
All Filings in CBZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $94,187,247 | 3,507,905 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $113,595,691 | 2,251,649 | Shares | Defined | 2026-02-12 | |
| 2024-12-31 | $239,516 | 2,927 | Shares | Defined | 2025-02-13 | |
| 2023-03-31 | $217,755 | 4,400 | Shares | Defined | 2024-06-13 | |
| 2021-03-31 | $124,760 | 3,820 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,317,889 | 350,165 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,710,208 | 337,132 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,670,470 | 320,003 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $6,040,795 | 288,757 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||