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Waverly Advisors’s Barrett Business Services BBSI Stock Holding History

Waverly Advisors’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 		$2.15M Buy
60,543
+350
+0.6% +$11K 0.01% 676
2026
Q1 		$1.76M Buy
60,193
+39
+0.1% +$1.29K 0.01% 671
2025
Q4 		$2.18M Buy
60,154
+29
+0% +$1.11K 0.02% 577
2025
Q3 		$2.66M Buy
60,125
+32
+0.1% +$1.47K 0.03% 453
2025
Q2 		$2.51M Buy
60,093
+37
+0.1% +$1.52K 0.03% 452
2025
Q1 		$2.47M Buy
+60,056
New +$2.5M 0.03% 432

Other funds holding BBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Waverly Advisors's BBSI Position: Q2 2026 in Review

Waverly Advisors increased its Barrett Business Services (BBSI) stake by 0.58% in Q2 2026, buying an estimated $11K and bringing the position to 60,543 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #676.

Waverly Advisors first reported a position in BBSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.66M in Q3 2025. 198 funds tracked by Wall St. Rank hold BBSI as of Q2 2026.

  • Waverly Advisors held 60,543 shares of Barrett Business Services worth $2.15M as of Q2 2026.
  • Waverly Advisors bought 350 Barrett Business Services shares in Q2 2026, an estimated $11K.
  • Barrett Business Services made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #676 holding.
  • Waverly Advisors first reported a position in Barrett Business Services in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's Barrett Business Services position peaked at $2.66M in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.