EWM
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Empirical Wealth Management’s Barrett Business Services BBSI Stock Holding History

Empirical Wealth Management’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 		$416K Buy
11,698
+2,490
+27% +$78.2K 0.01% 754
2026
Q1 		$269K Buy
9,208
+2,370
+35% +$78.3K ﹤0.01% 839
2025
Q4 		$248K Buy
6,838
+1,998
+41% +$76.5K ﹤0.01% 775
2025
Q3 		$215K Buy
+4,840
New +$222K ﹤0.01% 733

Other funds holding BBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Empirical Wealth Management's BBSI Position: Q2 2026 in Review

Empirical Wealth Management increased its Barrett Business Services (BBSI) stake by 27% in Q2 2026, buying an estimated $78.2K and bringing the position to 11,698 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #754.

Empirical Wealth Management first reported a position in BBSI in Q3 2025 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold BBSI as of Q2 2026.

  • Empirical Wealth Management held 11,698 shares of Barrett Business Services worth $416K as of Q2 2026.
  • Empirical Wealth Management bought 2,490 Barrett Business Services shares in Q2 2026, an estimated $78.2K.
  • Barrett Business Services made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #754 holding.
  • Empirical Wealth Management first reported a position in Barrett Business Services in Q3 2025 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.