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 Q1	$2.39K	Buy	+82	New	+$2.71K	﹤0.01%	2241

Other funds holding BBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's BBSI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Barrett Business Services (BBSI) in Q1 2026: 82 shares worth $2.39K. The stake represents ﹤0.01% of the portfolio and ranks #2241 among its holdings.

191 funds tracked by Wall St. Rank hold BBSI as of Q1 2026.

Root Financial Partners held 82 shares of Barrett Business Services worth $2.39K as of Q1 2026.
Barrett Business Services was a new Root Financial Partners position in Q1 2026.
Barrett Business Services made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2241 holding.
191 funds tracked by Wall St. Rank held Barrett Business Services as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.