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True Wealth Design’s Barrett Business Services BBSI Stock Holding History

True Wealth Design’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
Q3 		$3.69K Hold
122
– – ﹤0.01% 1454
2026
Q2 		$4.33K Buy
122
+82
+205% +$2.58K ﹤0.01% 1389
2026
Q1 		$1.17K Buy
+40
New +$1.32K ﹤0.01% 1746

Other funds holding BBSI

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's BBSI Position: Q3 2026 in Review

True Wealth Design held its Barrett Business Services (BBSI) position steady in Q3 2026 at 122 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

True Wealth Design first reported a position in BBSI in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.33K in Q2 2026. 10 funds tracked by Wall St. Rank hold BBSI as of Q3 2026.

  • True Wealth Design held 122 shares of Barrett Business Services worth $3.69K as of Q3 2026.
  • True Wealth Design left its Barrett Business Services share count unchanged in Q3 2026.
  • Barrett Business Services made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1454 holding.
  • True Wealth Design first reported a position in Barrett Business Services in Q1 2026 and has held it in 3 quarters since.
  • True Wealth Design's Barrett Business Services position peaked at $4.33K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Barrett Business Services as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.