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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
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

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's BBSI Position: Q2 2026 in Review

True Wealth Design increased its Barrett Business Services (BBSI) stake by 205% in Q2 2026, buying an estimated $2.58K and bringing the position to 122 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

True Wealth Design first reported a position in BBSI in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold BBSI as of Q2 2026.

  • True Wealth Design held 122 shares of Barrett Business Services worth $4.33K as of Q2 2026.
  • True Wealth Design bought 82 Barrett Business Services shares in Q2 2026, an estimated $2.58K.
  • Barrett Business Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1389 holding.
  • True Wealth Design first reported a position in Barrett Business Services in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.