Back to CBZ
ASSETMARK, INC CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
4
Latest value
$273
Q3 2026
Peak value
$49K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $49K |
| Q4 2025 | $46K |
| Q1 2026 | $24K |
| Q3 2026 | $273 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $273 | 5 | — | — |
| Q1 2026 | $24K | 905 | — | — |
| Q4 2025 | $46K | 909 | — | — |
| Q3 2025 | $49K | 931 | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M