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Integrated Wealth Concepts’s TriNet TNET Stock Holding History

Integrated Wealth Concepts’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
Q2 		$175K Buy
+3,528
New +$151K ﹤0.01% 2425

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's TNET Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in TriNet (TNET) in Q2 2026: 3,528 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #2425 among its holdings.

279 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

  • Integrated Wealth Concepts held 3,528 shares of TriNet worth $175K as of Q2 2026.
  • TriNet was a new Integrated Wealth Concepts position in Q2 2026.
  • TriNet made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2425 holding.
  • 279 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.