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EP Wealth Advisors’s Barrett Business Services BBSI Stock Holding History

EP Wealth Advisors’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 		– Sell
-15,817
Closed -$462K – 1731
2026
Q1 		$462K Sell
15,817
-3,729
-19% -$123K ﹤0.01% 932
2025
Q4 		$708K Buy
+19,546
New +$748K ﹤0.01% 725
2025
Q2 		$840K Sell
20,150
-1,985
-9% -$81.7K 0.01% 614
2025
Q1 		$911K Sell
22,135
-1,005
-4% -$41.9K 0.01% 529
2024
Q4 		$1.01M Sell
23,140
-1
-0% -$40 0.01% 500
2024
Q3 		$868K Hold
23,141
– – 0.01% 526
2024
Q2 		$758K Buy
+23,141
New +$732K 0.01% 437

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

EP Wealth Advisors's BBSI Position: Q2 2026 in Review

EP Wealth Advisors sold out of Barrett Business Services (BBSI) in Q2 2026, closing a stake of 15,817 shares — an estimated $462K sold.

EP Wealth Advisors first reported a position in BBSI in Q2 2024 and held it in 7 quarters. The position peaked at $1.01M in Q4 2024. 198 funds tracked by Wall St. Rank hold BBSI as of Q2 2026.

  • EP Wealth Advisors reported no remaining Barrett Business Services position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 15,817 Barrett Business Services shares in Q2 2026, an estimated $462K.
  • EP Wealth Advisors first reported a position in Barrett Business Services in Q2 2024 and held it in 7 quarters.
  • EP Wealth Advisors's Barrett Business Services position peaked at $1.01M in Q4 2024.
  • 198 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.