Carson Wealth (CWM LLC)
BBSI icon

Carson Wealth (CWM LLC)’s Barrett Business Services BBSI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BBSI Stock Details BBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$268K Buy
9,191
+2,280
+33% +$75.3K ﹤0.01% 2473
2025
Q4 		$250K Sell
6,911
-240
-3% -$9.19K ﹤0.01% 2381
2025
Q3 		$317K Buy
7,151
+6,093
+576% +$279K ﹤0.01% 2083
2025
Q2 		$44K Buy
1,058
+33
+3% +$1.36K ﹤0.01% 3373
2025
Q1 		$42K Buy
1,025
+56
+6% +$2.33K ﹤0.01% 3108
2024
Q4 		$42K Buy
969
+76
+9% +$3.07K ﹤0.01% 2925
2024
Q3 		$33K Buy
893
+45
+5% +$1.58K ﹤0.01% 3010
2024
Q2 		$28K Buy
848
+820
+2,929% +$25.9K ﹤0.01% 2880
2024
Q1 		$1K Sell
28
-4,776
-99% -$139K ﹤0.01% 4075
2023
Q4 		$139K Buy
4,804
+4,800
+120,000% +$124K ﹤0.01% 1586
2023
Q3 		$0 Buy
+4
New +$92 ﹤0.01% 4179
2023
Q1 		– Sell
-60
Closed -$1K – 4044
2022
Q4 		$1K Buy
+60
New +$1.36K ﹤0.01% 3695

Other funds holding BBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BBSI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Barrett Business Services (BBSI) stake by 33% in Q1 2026, buying an estimated $75.3K and bringing the position to 9,191 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Carson Wealth (CWM LLC) first reported a position in BBSI in Q4 2022 and has held it in 12 quarters since. The position peaked at $317K in Q3 2025. 191 funds tracked by Wall St. Rank hold BBSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,191 shares of Barrett Business Services worth $268K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,280 Barrett Business Services shares in Q1 2026, an estimated $75.3K.
  • Barrett Business Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2473 holding.
  • Carson Wealth (CWM LLC) first reported a position in Barrett Business Services in Q4 2022 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Barrett Business Services position peaked at $317K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.