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Essential Partners’s Barrett Business Services BBSI Stock Holding History

Essential Partners’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 		$4.75K Sell
157
-4
-2% -$141 ﹤0.01% 1534
2026
Q2 		$5.72K Sell
161
-69
-30% -$2.17K ﹤0.01% 1483
2026
Q1 		$6.71K Buy
230
+224
+3,733% +$7.4K ﹤0.01% 1444
2025
Q4 		$217 Sell
6
-7
-54% -$268 ﹤0.01% 2415
2025
Q3 		$576 Buy
13
+3
+30% +$137 ﹤0.01% 2174
2025
Q2 		$417 Buy
+10
New +$411 ﹤0.01% 1750

Other funds holding BBSI

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's BBSI Position: Q3 2026 in Review

Essential Partners reduced its Barrett Business Services (BBSI) stake by 2.5% in Q3 2026, selling an estimated $141 and leaving 157 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Essential Partners first reported a position in BBSI in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.71K in Q1 2026. 10 funds tracked by Wall St. Rank hold BBSI as of Q3 2026.

  • Essential Partners held 157 shares of Barrett Business Services worth $4.75K as of Q3 2026.
  • Essential Partners sold 4 Barrett Business Services shares in Q3 2026, an estimated $141.
  • Barrett Business Services made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1534 holding.
  • Essential Partners first reported a position in Barrett Business Services in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Barrett Business Services position peaked at $6.71K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Barrett Business Services as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.