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Equitable Trust’s Barrett Business Services BBSI Stock Holding History

Equitable 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
Q1 		$790K Buy
27,085
+3,220
+13% +$106K 0.04% 253
2025
Q4 		$864K Buy
23,865
+200
+0.8% +$7.66K 0.04% 249
2025
Q3 		$1.05M Sell
23,665
-1,930
-8% -$88.3K 0.05% 225
2025
Q2 		$1.07M Hold
25,595
– – 0.05% 221
2025
Q1 		$1.05M Sell
25,595
-9,740
-28% -$406K 0.06% 216
2024
Q4 		$1.53M Sell
35,335
-4,705
-12% -$190K 0.09% 169
2024
Q3 		$1.5M Hold
40,040
– – 0.1% 157
2024
Q2 		$1.31M Hold
40,040
– – 0.09% 157
2024
Q1 		$1.27M Hold
40,040
– – 0.09% 167
2023
Q4 		$1.16M Buy
40,040
+3,680
+10% +$94.9K 0.09% 158
2023
Q3 		$820K Hold
36,360
– – 0.07% 187
2023
Q2 		$793K Buy
36,360
+8,240
+29% +$176K 0.06% 200
2023
Q1 		$623K Buy
28,120
+400
+1% +$9.34K 0.05% 227
2022
Q4 		$646K Hold
27,720
– – 0.05% 225
2022
Q3 		$541K Sell
27,720
-2,600
-9% -$52K 0.05% 240
2022
Q2 		$552K Hold
30,320
– – 0.04% 241
2022
Q1 		$587K Buy
30,320
+2,160
+8% +$36.5K 0.04% 231
2021
Q4 		$486K Hold
28,160
– – 0.03% 257
2021
Q3 		$537K Sell
28,160
-1,780
-6% -$33.3K 0.03% 233
2021
Q2 		$543K Hold
29,940
– – 0.03% 240
2021
Q1 		$515K Sell
29,940
-6,140
-17% -$107K 0.04% 242
2020
Q4 		$615K Sell
36,080
-12,272
-25% -$200K 0.05% 230
2020
Q3 		$634K Buy
48,352
+10,640
+28% +$146K 0.05% 212
2020
Q2 		$501K Buy
+37,712
New +$436K 0.05% 217

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

Equitable Trust's BBSI Position: Q1 2026 in Review

Equitable Trust increased its Barrett Business Services (BBSI) stake by 13% in Q1 2026, buying an estimated $106K and bringing the position to 27,085 shares worth $790K. The position accounts for 0.04% of the portfolio, ranked #253.

Equitable Trust first reported a position in BBSI in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.53M in Q4 2024. 191 funds tracked by Wall St. Rank hold BBSI as of Q1 2026.

  • Equitable Trust held 27,085 shares of Barrett Business Services worth $790K as of Q1 2026.
  • Equitable Trust bought 3,220 Barrett Business Services shares in Q1 2026, an estimated $106K.
  • Barrett Business Services made up 0.04% of Equitable Trust's portfolio in Q1 2026, its #253 holding.
  • Equitable Trust first reported a position in Barrett Business Services in Q2 2020 and has held it in 24 quarters since.
  • Equitable Trust's Barrett Business Services position peaked at $1.53M in Q4 2024.
  • 191 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.