CBZ — CBIZ Inc COM

Ownership history in CARDINAL CAPITAL MANAGEMENT LLC /CT  ·  77 quarters on record

AI Ownership Summary

CARDINAL CAPITAL MANAGEMENT LLC /CT reported CBIZ Inc COM (CBZ) in 77 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.97% in 2024 Q2. The latest visible filing shows CBZ at 1.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARDINAL CAPITAL MANAGEMENT LLC /CT's position in CBIZ Inc COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

CBZ was reported at 1.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.97% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CBZ stock page CARDINAL CAPITAL MANAGEMENT LLC /CT fund profile CARDINAL CAPITAL MANAGEMENT LLC /CT full holdings
How CARDINAL CAPITAL MANAGEMENT LLC /CT held CBZ — position size vs. price
% of Fund (quarterly)    CBZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 97,203 — 0% 1.97% $7.2M 2024-11-14 (Est.) $77.87
2024 Q2 REDUCED 97,203 -235,397 -70.8% 1.97% $7.2M 2024-08-14 $67.94
2024 Q1 REDUCED 332,600 -149,730 -31.0% 1.31% $26.1M 2024-05-14 $76.81
2023 Q4 REDUCED 482,330 -239,547 -33.2% 1.39% $30.2M 2024-02-13 $63.35
73 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CBZ

As of 2026 Q1 — sorted by position size

CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.19% Bayforest Capital Ltd 0.13% Inspire Investing, LLC 3Y 7Y 0.04% HHM Wealth Advisors, LLC 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.01% SG Americas Securities, LLC 3Y 7Y 0.0% Nvest Wealth Strategies, Inc. 0.0% GAMMA Investing LLC 0.0% Trust Co 3Y 7Y 0.0%

FAQ About CARDINAL CAPITAL MANAGEMENT LLC /CT and CBZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has CARDINAL CAPITAL MANAGEMENT LLC /CT reported owning CBZ?

CARDINAL CAPITAL MANAGEMENT LLC /CT reported CBZ across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported CBZ position in CARDINAL CAPITAL MANAGEMENT LLC /CT's portfolio?

The largest reported portfolio weight for CBZ was 1.97% in 2024 Q2.

What is the latest reported CBZ position on this page?

The most recent filing on this page is 2024 Q3, when CARDINAL CAPITAL MANAGEMENT LLC /CT reported 97,203 shares, equal to 1.97% of portfolio, with an estimated market value of $7.2M.

What does the chart on this CBZ ownership page compare?

The chart compares CARDINAL CAPITAL MANAGEMENT LLC /CT's quarterly CBZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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