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Equibles

BANK OF MONTREAL /CAN/

Bank

Position in CBZ — CBIZ, Inc.

CIK 927971 TORONTO, A6
Back to CBZ Full portfolio

Position in CBZ

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$110,795,432
+$16,608,185 QoQ
Shares Held
3,453,723
-1.5% QoQ
Ownership
6.36%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3
of 260 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority Sole 72% Shared 0% None 28%

Common Shares in CBZ Over Time

Shares Held

Position Value (USD)

Position in Specialty Business Services

Industrials · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $1,116,816,530 across 16 Specialty Business Services names. CBZ ranks #4 (9.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TRI
Thomson Reuters Corp /Can/
 4,238,221 $346,135,504
2 RBA
Rb Global Inc.
 2,450,521 $285,363,167
3 CTAS
Cintas Corp
 1,078,844 $183,489,783
4 CBZ
CBIZ, Inc.
This page 		3,453,723 $110,795,432
5 DLB
Dolby Laboratories, Inc.
 1,456,869 $76,602,169
6 CPRT
Copart Inc
 2,091,014 $58,945,679
7 GPN
Global Payments Inc
 525,854 $38,155,962
8 ARMK
Aramark
 141,672 $8,061,135

All Filings in CBZ

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $110,795,432 3,453,723
2026-03-31 $94,187,247 3,507,905
2025-12-31 $113,595,691 2,251,649
2024-12-31 $239,516 2,927
2023-03-31 $217,755 4,400
2021-03-31 $124,760 3,820
2020-12-31 $9,317,889 350,165
2020-09-30 $7,710,208 337,132
2020-06-30 $7,670,470 320,003
2020-03-31 $6,040,795 288,757