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Independent Financial Group’s TriNet TNET Stock Holding History

Independent Financial Group’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
2024
Q4 		– Sell
-3,685
Closed -$357K – 1241
2024
Q3 		$357K Sell
3,685
-600
-14% -$59.7K 0.01% 801
2024
Q2 		$429K Buy
+4,285
New +$477K 0.02% 664

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Financial Group's TNET Position: Q4 2024 in Review

Independent Financial Group sold out of TriNet (TNET) in Q4 2024, closing a stake of 3,685 shares — an estimated $357K sold.

Independent Financial Group first reported a position in TNET in Q2 2024 and held it in 2 quarters. The position peaked at $429K in Q2 2024. 244 funds tracked by Wall St. Rank hold TNET as of Q4 2024.

  • Independent Financial Group reported no remaining TriNet position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 3,685 TriNet shares in Q4 2024, an estimated $357K.
  • Independent Financial Group first reported a position in TriNet in Q2 2024 and held it in 2 quarters.
  • Independent Financial Group's TriNet position peaked at $429K in Q2 2024.
  • 244 funds tracked by Wall St. Rank held TriNet as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.