Jones Financial Companies
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Jones Financial Companies’s Barrett Business Services BBSI Stock Holding History

Jones Financial Companies’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 		$23.4K Buy
798
+278
+53% +$9.19K ﹤0.01% 3236
2025
Q4 		$18.8K Buy
+520
New +$19.9K ﹤0.01% 2952

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

Jones Financial Companies's BBSI Position: Q1 2026 in Review

Jones Financial Companies increased its Barrett Business Services (BBSI) stake by 53% in Q1 2026, buying an estimated $9.19K and bringing the position to 798 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

Jones Financial Companies first reported a position in BBSI in Q4 2025 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold BBSI as of Q1 2026.

  • Jones Financial Companies held 798 shares of Barrett Business Services worth $23.4K as of Q1 2026.
  • Jones Financial Companies bought 278 Barrett Business Services shares in Q1 2026, an estimated $9.19K.
  • Barrett Business Services made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3236 holding.
  • Jones Financial Companies first reported a position in Barrett Business Services in Q4 2025 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.