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Capital Advisors Ltd’s TriNet TNET Stock Holding History

Capital Advisors Ltd’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9
Closed -$1K – 1624
2025
Q1 		$1K Buy
+9
New +$747 ﹤0.01% 1272

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Capital Advisors Ltd's TNET Position: Q2 2025 in Review

Capital Advisors Ltd sold out of TriNet (TNET) in Q2 2025, closing a stake of 9 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in TNET in Q1 2025 and held it in 1 quarter. The position peaked at $1K in Q1 2025. 256 funds tracked by Wall St. Rank hold TNET as of Q2 2025.

  • Capital Advisors Ltd reported no remaining TriNet position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 9 TriNet shares in Q2 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in TriNet in Q1 2025 and held it in 1 quarter.
  • Capital Advisors Ltd's TriNet position peaked at $1K in Q1 2025.
  • 256 funds tracked by Wall St. Rank held TriNet as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.