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Kestra Advisory Services’s Barrett Business Services BBSI Stock Holding History

Kestra Advisory Services’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
-1,070
Closed -$38.7K – 3229
2025
Q4 		$38.7K Buy
+1,070
New +$41K ﹤0.01% 4120

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Mawer Investment Management
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
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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

Kestra Advisory Services's BBSI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Barrett Business Services (BBSI) in Q1 2026, closing a stake of 1,070 shares — an estimated $38.7K sold.

Kestra Advisory Services first reported a position in BBSI in Q4 2025 and held it in 1 quarter. The position peaked at $38.7K in Q4 2025. 191 funds tracked by Wall St. Rank hold BBSI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Barrett Business Services position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,070 Barrett Business Services shares in Q1 2026, an estimated $38.7K.
  • Kestra Advisory Services first reported a position in Barrett Business Services in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Barrett Business Services position peaked at $38.7K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.