KIM
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Kestra Investment Management’s TriNet TNET Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-536
Closed -$41.4K – 941
2025
Q2 		$41.4K Buy
536
+184
+52% +$14.6K ﹤0.01% 574
2025
Q1 		$27.9K Buy
+352
New +$29.2K ﹤0.01% 525

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Kestra Investment Management's TNET Position: Q3 2025 in Review

Kestra Investment Management sold out of TriNet (TNET) in Q3 2025, closing a stake of 536 shares — an estimated $41.4K sold.

Kestra Investment Management first reported a position in TNET in Q1 2025 and held it in 2 quarters. The position peaked at $41.4K in Q2 2025. 262 funds tracked by Wall St. Rank hold TNET as of Q3 2025.

  • Kestra Investment Management reported no remaining TriNet position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 536 TriNet shares in Q3 2025, an estimated $41.4K.
  • Kestra Investment Management first reported a position in TriNet in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's TriNet position peaked at $41.4K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held TriNet as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.