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Wealth Preservation Advisors’s Barrett Business Services BBSI Stock Holding History

Wealth Preservation 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 		– Sell
-22
Closed -$642 – 174
2026
Q1 		$642 Buy
+22
New +$727 ﹤0.01% 746

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PCMF
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Wellington Management Group
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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Preservation Advisors's BBSI Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Barrett Business Services (BBSI) in Q2 2026, closing a stake of 22 shares — an estimated $642 sold.

Wealth Preservation Advisors first reported a position in BBSI in Q1 2026 and held it in 1 quarter. The position peaked at $642 in Q1 2026. 197 funds tracked by Wall St. Rank hold BBSI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Barrett Business Services position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 22 Barrett Business Services shares in Q2 2026, an estimated $642.
  • Wealth Preservation Advisors first reported a position in Barrett Business Services in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Barrett Business Services position peaked at $642 in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2026.

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