Back to CBZ
James T. Borello RIA CBZ Position History
CBIZ, Inc. • Financial Services
Quarters held
3
Latest value
$164
Q3 2026
Peak value
$164
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $81 |
| Q2 2026 | $96 |
| Q3 2026 | $164 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $164 | 3 | — | — |
| Q2 2026 | $96 | 3 | — | — |
| Q1 2026 | $81 | 3 | — | — |
Other funds holding CBZ
$126.1M
$105.8M
$58.6M
$56.5M
$53.8M
$45.6M