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

Root Financial Partners’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 		– Sell
-82
Closed -$2.39K – 695
2026
Q1 		$2.39K Buy
+82
New +$2.71K ﹤0.01% 2241

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Root Financial Partners's BBSI Position: Q2 2026 in Review

Root Financial Partners sold out of Barrett Business Services (BBSI) in Q2 2026, closing a stake of 82 shares — an estimated $2.39K sold.

Root Financial Partners first reported a position in BBSI in Q1 2026 and held it in 1 quarter. The position peaked at $2.39K in Q1 2026. 197 funds tracked by Wall St. Rank hold BBSI as of Q2 2026.

  • Root Financial Partners reported no remaining Barrett Business Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 82 Barrett Business Services shares in Q2 2026, an estimated $2.39K.
  • Root Financial Partners first reported a position in Barrett Business Services in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Barrett Business Services position peaked at $2.39K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.