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

EverSource 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	$13.9K	Buy	390 +269	+222%	+$8.45K	﹤0.01%	2697
2026 Q1	$3.53K	Buy	121 +118	+3,933%	+$3.9K	﹤0.01%	3421
2025 Q4	$109	Sell	3 -391	-99%	-$15K	﹤0.01%	4088
2025 Q3	$17.5K	Buy	394 +118	+43%	+$5.4K	﹤0.01%	2464
2025 Q2	$11.5K	Buy	+276	New	+$11.4K	﹤0.01%	2716

Other funds holding BBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Barrett Business Services (BBSI) stake by 222% in Q2 2026, buying an estimated $8.45K and bringing the position to 390 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

EverSource Wealth Advisors first reported a position in BBSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.5K in Q3 2025. 197 funds tracked by Wall St. Rank hold BBSI as of Q2 2026.

EverSource Wealth Advisors held 390 shares of Barrett Business Services worth $13.9K as of Q2 2026.
EverSource Wealth Advisors bought 269 Barrett Business Services shares in Q2 2026, an estimated $8.45K.
Barrett Business Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2697 holding.
EverSource Wealth Advisors first reported a position in Barrett Business Services in Q2 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's Barrett Business Services position peaked at $17.5K in Q3 2025.
197 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.