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Diversified Trust’s Barrett Business Services BBSI Stock Holding History

Diversified Trust’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
Q2 		$335K Buy
+9,424
New +$296K 0.01% 878

Other funds holding BBSI

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Diversified Trust's BBSI Position: Q2 2026 in Review

Diversified Trust opened a new position in Barrett Business Services (BBSI) in Q2 2026: 9,424 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #878 among its holdings.

14 funds tracked by Wall St. Rank hold BBSI as of Q2 2026.

  • Diversified Trust held 9,424 shares of Barrett Business Services worth $335K as of Q2 2026.
  • Barrett Business Services was a new Diversified Trust position in Q2 2026.
  • Barrett Business Services made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #878 holding.
  • 14 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.