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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
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
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

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

EverSource Wealth Advisors increased its Barrett Business Services (BBSI) stake by 3,933% in Q1 2026, buying an estimated $3.9K and bringing the position to 121 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3421.

EverSource Wealth Advisors first reported a position in BBSI in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.5K in Q3 2025. 191 funds tracked by Wall St. Rank hold BBSI as of Q1 2026.

  • EverSource Wealth Advisors held 121 shares of Barrett Business Services worth $3.53K as of Q1 2026.
  • EverSource Wealth Advisors bought 118 Barrett Business Services shares in Q1 2026, an estimated $3.9K.
  • Barrett Business Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3421 holding.
  • EverSource Wealth Advisors first reported a position in Barrett Business Services in Q2 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Barrett Business Services position peaked at $17.5K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2026.

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