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Root Financial Partners’s TriNet TNET Stock Holding History

Root Financial Partners’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 		$3.83K Buy
105
+72
+218% +$3.44K ﹤0.01% 2052
2025
Q4 		$1.95K Sell
33
-16
-33% -$951 ﹤0.01% 1992
2025
Q3 		$3.28K Buy
+49
New +$3.33K ﹤0.01% 1856

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's TNET Position: Q1 2026 in Review

Root Financial Partners increased its TriNet (TNET) stake by 218% in Q1 2026, buying an estimated $3.44K and bringing the position to 105 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Root Financial Partners first reported a position in TNET in Q3 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold TNET as of Q1 2026.

  • Root Financial Partners held 105 shares of TriNet worth $3.83K as of Q1 2026.
  • Root Financial Partners bought 72 TriNet shares in Q1 2026, an estimated $3.44K.
  • TriNet made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2052 holding.
  • Root Financial Partners first reported a position in TriNet in Q3 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held TriNet as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.