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Cornerstone Planning Group’s Barrett Business Services BBSI Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-10
Closed -$403 – 1718
2025
Q3 		$403 Hold
10
– – ﹤0.01% 1527
2025
Q2 		$445 Buy
+10
New +$411 ﹤0.01% 1335

Other funds holding BBSI

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cornerstone Planning Group's BBSI Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Barrett Business Services (BBSI) in Q4 2025, closing a stake of 10 shares — an estimated $403 sold.

Cornerstone Planning Group first reported a position in BBSI in Q2 2025 and held it in 2 quarters. The position peaked at $445 in Q2 2025. 197 funds tracked by Wall St. Rank hold BBSI as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Barrett Business Services position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 10 Barrett Business Services shares in Q4 2025, an estimated $403.
  • Cornerstone Planning Group first reported a position in Barrett Business Services in Q2 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Barrett Business Services position peaked at $445 in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Barrett Business Services as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.