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Physician Wealth Advisors’s Barrett Business Services BBSI Stock Holding History

Physician Wealth Advisors’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
Q3 		– Sell
-29
Closed -$1.21K – 1916
2025
Q2 		$1.21K Buy
+29
New +$1.19K ﹤0.01% 1269

Other funds holding BBSI

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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

Physician Wealth Advisors's BBSI Position: Q3 2025 in Review

Physician Wealth Advisors sold out of Barrett Business Services (BBSI) in Q3 2025, closing a stake of 29 shares — an estimated $1.21K sold.

Physician Wealth Advisors first reported a position in BBSI in Q2 2025 and held it in 1 quarter. The position peaked at $1.21K in Q2 2025. 195 funds tracked by Wall St. Rank hold BBSI as of Q3 2025.

  • Physician Wealth Advisors reported no remaining Barrett Business Services position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 29 Barrett Business Services shares in Q3 2025, an estimated $1.21K.
  • Physician Wealth Advisors first reported a position in Barrett Business Services in Q2 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Barrett Business Services position peaked at $1.21K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Barrett Business Services as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.