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

Mackenzie 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
2025
Q4 		– Sell
-20,679
Closed -$916K – 1683
2025
Q3 		$916K Sell
20,679
-90
-0.4% -$4.12K ﹤0.01% 1088
2025
Q2 		$866K Sell
20,769
-1,105
-5% -$45.5K ﹤0.01% 1052
2025
Q1 		$900K Buy
21,874
+855
+4% +$35.6K ﹤0.01% 1011
2024
Q4 		$913K Buy
+21,019
New +$849K ﹤0.01% 963
2024
Q3 		– Sell
-12,387
Closed -$406K – 1585
2024
Q2 		$406K Sell
12,387
-3,457
-22% -$109K ﹤0.01% 1074
2024
Q1 		$502K Buy
15,844
+1,696
+12% +$49.2K ﹤0.01% 1025
2023
Q4 		$410K Buy
14,148
+3,660
+35% +$94.4K ﹤0.01% 1058
2023
Q3 		$239K Sell
10,488
-1,368
-12% -$31.6K ﹤0.01% 1215
2023
Q2 		$259K Buy
+11,856
New +$254K ﹤0.01% 1223
2023
Q1 		– Sell
-12,012
Closed -$280K – 1521
2022
Q4 		$280K Buy
+12,012
New +$272K ﹤0.01% 1111

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PCMF
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RA
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Wellington Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return