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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
Q3 		$1.45M Sell
47,791
-13,845
-22% -$489K 0.06% 191
2026
Q2 		$2.19M Buy
61,636
+34,551
+128% +$1.09M 0.09% 159
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

Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Perkins Coie Trust Company
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Equitable Trust's BBSI Position: Q3 2026 in Review

Equitable Trust reduced its Barrett Business Services (BBSI) stake by 22% in Q3 2026, selling an estimated $489K and leaving 47,791 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #191.

Equitable Trust first reported a position in BBSI in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.19M in Q2 2026. 17 funds tracked by Wall St. Rank hold BBSI as of Q3 2026.

  • Equitable Trust held 47,791 shares of Barrett Business Services worth $1.45M as of Q3 2026.
  • Equitable Trust sold 13,845 Barrett Business Services shares in Q3 2026, an estimated $489K.
  • Barrett Business Services made up 0.06% of Equitable Trust's portfolio in Q3 2026, its #191 holding.
  • Equitable Trust first reported a position in Barrett Business Services in Q2 2020 and has held it in 26 quarters since.
  • Equitable Trust's Barrett Business Services position peaked at $2.19M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Barrett Business Services as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.