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
Q3 		$391K Sell
12,919
-955
-7% -$33.8K ﹤0.01% 5310
2026
Q2 		$493K Sell
13,874
-996
-7% -$31.3K ﹤0.01% 5039
2026
Q1 		$434K Sell
14,870
-297
-2% -$9.8K ﹤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% -$9.5K ﹤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

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

LPL Financial's BBSI Position: Q3 2026 in Review

LPL Financial reduced its Barrett Business Services (BBSI) stake by 6.9% in Q3 2026, selling an estimated $33.8K and leaving 12,919 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #5310.

LPL Financial first reported a position in BBSI in Q4 2020 and has held it in 15 quarters since. The position peaked at $794K in Q2 2024. 69 funds tracked by Wall St. Rank hold BBSI as of Q3 2026.

  • LPL Financial held 12,919 shares of Barrett Business Services worth $391K as of Q3 2026.
  • LPL Financial sold 955 Barrett Business Services shares in Q3 2026, an estimated $33.8K.
  • Barrett Business Services made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5310 holding.
  • LPL Financial first reported a position in Barrett Business Services in Q4 2020 and has held it in 15 quarters since.
  • LPL Financial's Barrett Business Services position peaked at $794K in Q2 2024.
  • 69 funds tracked by Wall St. Rank held Barrett Business Services as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.