Root Financial Partners’s Barrett Business Services BBSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$5.45K Buy
+180
New +$6.36K ﹤0.01% 2197
2026
Q2
– Sell
-82
Closed -$2.39K – 695
2026
Q1
$2.39K Buy
+82
New +$2.71K ﹤0.01% 2241

Other funds holding BBSI

Root Financial Partners's BBSI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Barrett Business Services (BBSI) in Q3 2026: 180 shares worth $5.45K. The stake represents ﹤0.01% of the portfolio and ranks #2197 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BBSI as recently as Q1 2026.

Root Financial Partners first reported a position in BBSI in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold BBSI as of Q3 2026.

  • Root Financial Partners held 180 shares of Barrett Business Services worth $5.45K as of Q3 2026.
  • Barrett Business Services was a new Root Financial Partners position in Q3 2026.
  • Barrett Business Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2197 holding.
  • Root Financial Partners first reported a position in Barrett Business Services in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Barrett Business Services as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.