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Evolve Private Wealth’s Barrett Business Services BBSI Stock Holding History

Evolve Private Wealth’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 		– Sell
-6,744
Closed -$244K – 1000
2025
Q4 		$244K Buy
+6,744
New +$258K 0.01% 804

Other funds holding BBSI

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Thrivent Financial for Lutherans
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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

Evolve Private Wealth's BBSI Position: Q1 2026 in Review

Evolve Private Wealth sold out of Barrett Business Services (BBSI) in Q1 2026, closing a stake of 6,744 shares — an estimated $244K sold.

Evolve Private Wealth first reported a position in BBSI in Q4 2025 and held it in 1 quarter. The position peaked at $244K in Q4 2025. 191 funds tracked by Wall St. Rank hold BBSI as of Q1 2026.

  • Evolve Private Wealth reported no remaining Barrett Business Services position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 6,744 Barrett Business Services shares in Q1 2026, an estimated $244K.
  • Evolve Private Wealth first reported a position in Barrett Business Services in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's Barrett Business Services position peaked at $244K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.