Integrated Wealth Concepts’s Barrett Business Services BBSI Stock Holding History

Integrated Wealth Concepts’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	$25.9K	Buy	+729	New	+$22.9K	﹤0.01%	3881

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 $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's BBSI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Barrett Business Services (BBSI) in Q2 2026: 729 shares worth $25.9K. The stake represents ﹤0.01% of the portfolio and ranks #3881 among its holdings.

197 funds tracked by Wall St. Rank hold BBSI as of Q2 2026.

Integrated Wealth Concepts held 729 shares of Barrett Business Services worth $25.9K as of Q2 2026.
Barrett Business Services was a new Integrated Wealth Concepts position in Q2 2026.
Barrett Business Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3881 holding.
197 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.