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PlanVest Financial’s Barrett Business Services BBSI Stock Holding History

PlanVest 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 		$77.3K Buy
2,175
+6
+0.3% +$188 0.05% 178
2026
Q1 		$63.3K Buy
+2,169
New +$71.7K 0.05% 185

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

PlanVest Financial's BBSI Position: Q2 2026 in Review

PlanVest Financial increased its Barrett Business Services (BBSI) stake by 0.28% in Q2 2026, buying an estimated $188 and bringing the position to 2,175 shares worth $77.3K. The position accounts for 0.05% of the portfolio, ranked #178.

PlanVest Financial first reported a position in BBSI in Q1 2026 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold BBSI as of Q2 2026.

  • PlanVest Financial held 2,175 shares of Barrett Business Services worth $77.3K as of Q2 2026.
  • PlanVest Financial bought 6 Barrett Business Services shares in Q2 2026, an estimated $188.
  • Barrett Business Services made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #178 holding.
  • PlanVest Financial first reported a position in Barrett Business Services in Q1 2026 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.