LPL Financial
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LPL Financial’s Barrett Business Services BBSI Stock Holding History

LPL Financial’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 		$493K Sell
13,874
-996
-7% -$31.3K ﹤0.01% 5039
2026
Q1 		$434K Sell
14,870
-297
-2% -$9.81K ﹤0.01% 4895
2025
Q4 		$549K Sell
15,167
-989
-6% -$37.9K ﹤0.01% 4625
2025
Q3 		$716K Buy
16,156
+322
+2% +$14.7K ﹤0.01% 4324
2025
Q2 		$660K Sell
15,834
-409
-3% -$16.8K ﹤0.01% 4137
2025
Q1 		$668K Sell
16,243
-24
-0.1% -$1K ﹤0.01% 3899
2024
Q4 		$707K Sell
16,267
-3,603
-18% -$146K ﹤0.01% 3786
2024
Q3 		$745K Sell
19,870
-4,358
-18% -$154K ﹤0.01% 3666
2024
Q2 		$794K Buy
24,228
+556
+2% +$17.6K ﹤0.01% 3474
2024
Q1 		$750K Sell
23,672
-328
-1% -$9.52K ﹤0.01% 3439
2023
Q4 		$695K Buy
24,000
+12,420
+107% +$320K ﹤0.01% 3382
2023
Q3 		$261K Buy
11,580
+2,220
+24% +$51.2K ﹤0.01% 4041
2023
Q2 		$204K Buy
+9,360
New +$200K ﹤0.01% 4139
2021
Q1 		– Sell
-40,204
Closed -$686K – 4084
2020
Q4 		$686K Buy
+40,204
New +$655K ﹤0.01% 2481

Other funds holding BBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mawer Investment Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial's BBSI Position: Q2 2026 in Review

LPL Financial reduced its Barrett Business Services (BBSI) stake by 6.7% in Q2 2026, selling an estimated $31.3K and leaving 13,874 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #5039.

LPL Financial first reported a position in BBSI in Q4 2020 and has held it in 14 quarters since. The position peaked at $794K in Q2 2024. 197 funds tracked by Wall St. Rank hold BBSI as of Q2 2026.

  • LPL Financial held 13,874 shares of Barrett Business Services worth $493K as of Q2 2026.
  • LPL Financial sold 996 Barrett Business Services shares in Q2 2026, an estimated $31.3K.
  • Barrett Business Services made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5039 holding.
  • LPL Financial first reported a position in Barrett Business Services in Q4 2020 and has held it in 14 quarters since.
  • LPL Financial's Barrett Business Services position peaked at $794K in Q2 2024.
  • 197 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.