Creative Planning
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Creative Planning’s Barrett Business Services BBSI Stock Holding History

Creative Planning’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 		$512K Sell
17,548
-5,653
-24% -$187K ﹤0.01% 3013
2025
Q4 		$840K Buy
23,201
+9,031
+64% +$346K ﹤0.01% 2422
2025
Q3 		$628K Buy
14,170
+4,392
+45% +$201K ﹤0.01% 2530
2025
Q2 		$408K Buy
9,778
+4,085
+72% +$168K ﹤0.01% 2641
2025
Q1 		$234K Buy
+5,693
New +$237K ﹤0.01% 2940
2018
Q3 		– Sell
-9,516
Closed -$230K – 2082
2018
Q2 		$230K Buy
+9,516
New +$206K ﹤0.01% 1544
2017
Q3 		– Sell
-7,516
Closed -$108K – 2052
2017
Q2 		$108K Hold
7,516
– – ﹤0.01% 1929
2017
Q1 		$103K Buy
7,516
+7,000
+1,357% +$105K ﹤0.01% 1934
2016
Q4 		$8K Hold
516
– – ﹤0.01% 3669
2016
Q3 		$6K Hold
516
– – ﹤0.01% 3783
2016
Q2 		$5K Hold
516
– – ﹤0.01% 3614
2016
Q1 		$4K Sell
516
-1,084
-68% -$9.34K ﹤0.01% 3672
2015
Q4 		$17K Hold
1,600
– – ﹤0.01% 2941
2015
Q3 		$17K Buy
+1,600
New +$15.1K ﹤0.01% 2838
2015
Q2 		– Sell
-1,600
Closed -$17K – 1267
2015
Q1 		$17K Hold
1,600
– – ﹤0.01% 2830
2014
Q4 		$11K Buy
+1,600
New +$11.8K ﹤0.01% 3053
2014
Q2 		– Sell
-3,200
Closed -$48K – 3773
2014
Q1 		$48K Buy
3,200
+2,660
+493% +$49.5K ﹤0.01% 1820
2013
Q4 		$13K Buy
540
+340
+170% +$6.93K ﹤0.01% 2415
2013
Q3 		$3K Hold
200
– – ﹤0.01% 2869
2013
Q2 		$3K Buy
+200
New +$2.83K ﹤0.01% 2692

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

Creative Planning's BBSI Position: Q1 2026 in Review

Creative Planning reduced its Barrett Business Services (BBSI) stake by 24% in Q1 2026, selling an estimated $187K and leaving 17,548 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Creative Planning first reported a position in BBSI in Q2 2013 and has held it in 20 quarters since. The position peaked at $840K in Q4 2025. 191 funds tracked by Wall St. Rank hold BBSI as of Q1 2026.

  • Creative Planning held 17,548 shares of Barrett Business Services worth $512K as of Q1 2026.
  • Creative Planning sold 5,653 Barrett Business Services shares in Q1 2026, an estimated $187K.
  • Barrett Business Services made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3013 holding.
  • Creative Planning first reported a position in Barrett Business Services in Q2 2013 and has held it in 20 quarters since.
  • Creative Planning's Barrett Business Services position peaked at $840K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.