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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EP Wealth Advisors's BBSI Position: Q1 2026 in Review

EP Wealth Advisors reduced its Barrett Business Services (BBSI) stake by 19% in Q1 2026, selling an estimated $123K and leaving 15,817 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

EP Wealth Advisors first reported a position in BBSI in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 191 funds tracked by Wall St. Rank hold BBSI as of Q1 2026.

EP Wealth Advisors held 15,817 shares of Barrett Business Services worth $462K as of Q1 2026.
EP Wealth Advisors sold 3,729 Barrett Business Services shares in Q1 2026, an estimated $123K.
Barrett Business Services made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #932 holding.
EP Wealth Advisors first reported a position in Barrett Business Services in Q2 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Barrett Business Services position peaked at $1.01M in Q4 2024.
191 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.