LPL Financial’s TriNet TNET Stock Holding History

LPL Financial’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 Q1	$469K	Buy	12,869 +1,367	+12%	+$65.3K	﹤0.01%	4809
2025 Q4	$680K	Buy	11,502 +29	+0.3%	+$1.72K	﹤0.01%	4434
2025 Q3	$767K	Sell	11,473 -8	-0.1%	-$544	﹤0.01%	4261
2025 Q2	$840K	Sell	11,481 -132	-1%	-$10.5K	﹤0.01%	3909
2025 Q1	$920K	Buy	11,613 +1,827	+19%	+$152K	﹤0.01%	3627
2024 Q4	$888K	Buy	9,786 +597	+6%	+$55.2K	﹤0.01%	3593
2024 Q3	$891K	Buy	+9,189	New	+$915K	﹤0.01%	3500
2023 Q2	–	Sell	-3,102	Closed	-$250K	–	4685
2023 Q1	$250K	Hold	3,102	–	–	﹤0.01%	3882
2022 Q4	$210K	Buy	+3,102	New	+$214K	﹤0.01%	3938
2015 Q2	–	Sell	-20,090	Closed	-$706K	–	2942
2015 Q1	$706K	Buy	+20,090	New	+$692K	﹤0.01%	1606

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's TNET Position: Q1 2026 in Review

LPL Financial increased its TriNet (TNET) stake by 12% in Q1 2026, buying an estimated $65.3K and bringing the position to 12,869 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #4809.

LPL Financial first reported a position in TNET in Q1 2015 and has held it in 10 quarters since. The position peaked at $920K in Q1 2025. 246 funds tracked by Wall St. Rank hold TNET as of Q1 2026.

LPL Financial held 12,869 shares of TriNet worth $469K as of Q1 2026.
LPL Financial bought 1,367 TriNet shares in Q1 2026, an estimated $65.3K.
TriNet made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4809 holding.
LPL Financial first reported a position in TriNet in Q1 2015 and has held it in 10 quarters since.
LPL Financial's TriNet position peaked at $920K in Q1 2025.
246 funds tracked by Wall St. Rank held TriNet as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.