JWA
TNET icon

JFS Wealth Advisors’s TriNet TNET Stock Holding History

JFS Wealth Advisors’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 		$594 Sell
12
-9
-43% -$386 ﹤0.01% 1919
2026
Q1 		$766 Buy
21
+11
+110% +$525 ﹤0.01% 1713
2025
Q4 		$592 Sell
10
-3
-23% -$178 ﹤0.01% 1776
2025
Q3 		$870 Sell
13
-12
-48% -$816 ﹤0.01% 1658
2025
Q2 		$1.83K Buy
25
+7
+39% +$555 ﹤0.01% 1414
2025
Q1 		$1.43K Sell
18
-10
-36% -$830 ﹤0.01% 1576
2024
Q4 		$2.54K Sell
28
-2
-7% -$185 ﹤0.01% 1382
2024
Q3 		$2.91K Sell
30
-2
-6% -$199 ﹤0.01% 1334
2024
Q2 		$3.2K Sell
32
-8
-20% -$891 ﹤0.01% 1244
2024
Q1 		$5.3K Hold
40
– – ﹤0.01% 1074
2023
Q4 		$4.76K Sell
40
-3
-7% -$343 ﹤0.01% 1079
2023
Q3 		$5.01K Buy
43
+4
+10% +$422 ﹤0.01% 992
2023
Q2 		$3.7K Buy
39
+10
+34% +$910 ﹤0.01% 1140
2023
Q1 		$2.34K Sell
29
-3
-9% -$235 ﹤0.01% 1295
2022
Q4 		$2.17K Buy
32
+9
+39% +$621 ﹤0.01% 1344
2022
Q3 		$2K Buy
23
+2
+10% +$163 ﹤0.01% 1402
2022
Q2 		$2K Sell
21
-15
-42% -$1.25K ﹤0.01% 1393
2022
Q1 		$4K Buy
36
+20
+125% +$1.77K ﹤0.01% 1182
2021
Q4 		$2K Buy
+16
New +$1.6K ﹤0.01% 1173

Other funds holding TNET

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

JFS Wealth Advisors's TNET Position: Q2 2026 in Review

JFS Wealth Advisors reduced its TriNet (TNET) stake by 43% in Q2 2026, selling an estimated $386 and leaving 12 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

JFS Wealth Advisors first reported a position in TNET in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.3K in Q1 2024. 19 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

  • JFS Wealth Advisors held 12 shares of TriNet worth $594 as of Q2 2026.
  • JFS Wealth Advisors sold 9 TriNet shares in Q2 2026, an estimated $386.
  • TriNet made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1919 holding.
  • JFS Wealth Advisors first reported a position in TriNet in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's TriNet position peaked at $5.3K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.