Root Financial Partners
TNET icon

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
Q3 		$22.4K Buy
+358
New +$23.3K ﹤0.01% 1489
2026
Q2 		– Sell
-105
Closed -$3.82K – 2937
2026
Q1 		$3.82K 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

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Vanguard Portfolio Management
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Vanguard Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's TNET Position: Q3 2026 in Review

Root Financial Partners opened a new position in TriNet (TNET) in Q3 2026: 358 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TNET as recently as Q1 2026.

Root Financial Partners first reported a position in TNET in Q3 2025 and has held it in 4 quarters since. 216 funds tracked by Wall St. Rank hold TNET as of Q3 2026.

  • Root Financial Partners held 358 shares of TriNet worth $22.4K as of Q3 2026.
  • TriNet was a new Root Financial Partners position in Q3 2026.
  • TriNet made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1489 holding.
  • Root Financial Partners first reported a position in TriNet in Q3 2025 and has held it in 4 quarters since.
  • 216 funds tracked by Wall St. Rank held TriNet as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.