SGI
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Summit Global Investments’s Barrett Business Services BBSI Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-15,086
Closed -$655K – 440
2024
Q4 		$655K Sell
15,086
-9,370
-38% -$379K 0.04% 302
2024
Q3 		$917K Buy
24,456
+352
+1% +$12.4K 0.06% 251
2024
Q2 		$790K Buy
24,104
+5,132
+27% +$162K 0.05% 277
2024
Q1 		$601K Sell
18,972
-4,000
-17% -$116K 0.04% 295
2023
Q4 		$665K Buy
22,972
+5,028
+28% +$130K 0.04% 296
2023
Q3 		$405K Sell
17,944
-31,656
-64% -$730K 0.03% 374
2023
Q2 		$1.08M Buy
49,600
+16,000
+48% +$343K 0.07% 213
2023
Q1 		$745K Buy
+33,600
New +$785K 0.06% 291

Other funds holding BBSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $982M AUM 15.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return