IFG Advisory
TNET icon

IFG Advisory’s TriNet TNET Stock Holding History

IFG Advisory’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
2026
Q3 		$2.26M Sell
36,148
-7,988
-18% -$520K 0.08% 265
2026
Q2 		$2.18M Buy
+44,136
New +$1.89M 0.08% 271
2026
Q1 		– Sell
-27,846
Closed -$1.65M – 828
2025
Q4 		$1.65M Sell
27,846
-11,784
-30% -$700K 0.07% 278
2025
Q3 		$2.65M Buy
39,630
+8,509
+27% +$579K 0.12% 197
2025
Q2 		$2.28M Sell
31,121
-1,367
-4% -$108K 0.11% 204
2025
Q1 		$2.57M Sell
32,488
-8,569
-21% -$712K 0.14% 183
2024
Q4 		$3.73M Sell
41,057
-374
-0.9% -$34.6K 0.21% 124
2024
Q3 		$4.02M Sell
41,431
-842
-2% -$83.8K 0.26% 117
2024
Q2 		$4.23M Sell
42,273
-2,573
-6% -$287K 0.27% 99
2024
Q1 		$5.94M Buy
44,846
+147
+0.3% +$17.8K 0.44% 56
2023
Q4 		$5.32M Buy
44,699
+12,079
+37% +$1.38M 0.39% 60
2023
Q3 		$3.8M Sell
32,620
-2,000
-6% -$211K 0.32% 76
2023
Q2 		$3.29M Buy
34,620
+25,871
+296% +$2.35M 0.29% 93
2023
Q1 		$705K Buy
8,749
+1,036
+13% +$81.1K 0.07% 261
2022
Q4 		$522K Buy
7,713
+2,407
+45% +$166K 0.05% 300
2022
Q3 		$377K Buy
5,306
+2,681
+102% +$218K 0.03% 367
2022
Q2 		$203K Buy
+2,625
New +$219K 0.02% 441

Other funds holding TNET

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

IFG Advisory's TNET Position: Q3 2026 in Review

IFG Advisory reduced its TriNet (TNET) stake by 18% in Q3 2026, selling an estimated $520K and leaving 36,148 shares worth $2.26M. The position accounts for 0.08% of the portfolio, ranked #265.

IFG Advisory first reported a position in TNET in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.94M in Q1 2024. 118 funds tracked by Wall St. Rank hold TNET as of Q3 2026.

  • IFG Advisory held 36,148 shares of TriNet worth $2.26M as of Q3 2026.
  • IFG Advisory sold 7,988 TriNet shares in Q3 2026, an estimated $520K.
  • TriNet made up 0.08% of IFG Advisory's portfolio in Q3 2026, its #265 holding.
  • IFG Advisory first reported a position in TriNet in Q2 2022 and has held it in 17 quarters since.
  • IFG Advisory's TriNet position peaked at $5.94M in Q1 2024.
  • 118 funds tracked by Wall St. Rank held TriNet as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.