PWMG
TBI

Private Wealth Management Group’s Trueblue TBI Stock Holding History

Private Wealth Management Group’s Portfolio TBI Stock Details TBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.15K Hold
308
– – ﹤0.01% 1144
2026
Q1 		$1.21K Buy
308
+193
+168% +$857 ﹤0.01% 1210
2025
Q4 		$524 Hold
115
– – ﹤0.01% 1400
2025
Q3 		$705 Hold
115
– – ﹤0.01% 1365
2025
Q2 		$746 Buy
+115
New +$620 ﹤0.01% 1342
2025
Q1 		– Sell
-68
Closed -$572 – 1586
2024
Q4 		$572 Hold
68
– – ﹤0.01% 1422
2024
Q3 		$537 Sell
68
-33
-33% -$297 ﹤0.01% 1411
2024
Q2 		$1.04K Buy
+101
New +$1.09K ﹤0.01% 1276
2024
Q1 		– Sell
-35
Closed -$537 – 1579
2023
Q4 		$537 Buy
+35
New +$489 ﹤0.01% 1449

Other funds holding TBI

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IH
IES Holdings Houston, Texas $311M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's TBI Position: Q2 2026 in Review

Private Wealth Management Group held its Trueblue (TBI) position steady in Q2 2026 at 308 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Private Wealth Management Group first reported a position in TBI in Q4 2023 and has held it in 9 quarters since. 114 funds tracked by Wall St. Rank hold TBI as of Q2 2026.

  • Private Wealth Management Group held 308 shares of Trueblue worth $2.15K as of Q2 2026.
  • Private Wealth Management Group left its Trueblue share count unchanged in Q2 2026.
  • Trueblue made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1144 holding.
  • Private Wealth Management Group first reported a position in Trueblue in Q4 2023 and has held it in 9 quarters since.
  • 114 funds tracked by Wall St. Rank held Trueblue as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.