Steward Partners Investment Advisory’s TriNet TNET Stock Holding History

Steward Partners Investment Advisory’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 Q2	$247	Buy	+5	New	+$214	﹤0.01%	4511
2026 Q1	–	Sell	-150	Closed	-$8.87K	–	4562
2025 Q4	$8.87K	Hold	150	–	–	﹤0.01%	3491
2025 Q3	$10K	Hold	150	–	–	﹤0.01%	3405
2025 Q2	$11K	Hold	150	–	–	﹤0.01%	3170
2025 Q1	$11.9K	Hold	150	–	–	﹤0.01%	3012
2024 Q4	$13.6K	Hold	150	–	–	﹤0.01%	2959
2024 Q3	$14.5K	Hold	150	–	–	﹤0.01%	2796
2024 Q2	$15K	Hold	150	–	–	﹤0.01%	2636
2024 Q1	$19.9K	Hold	150	–	–	﹤0.01%	2532
2023 Q4	$17.8K	Hold	150	–	–	﹤0.01%	2459
2023 Q3	$17.5K	Hold	150	–	–	﹤0.01%	2375
2023 Q2	$14.2K	Hold	150	–	–	﹤0.01%	2445
2023 Q1	$12.1K	Hold	150	–	–	﹤0.01%	2471
2022 Q4	$10.2K	Hold	150	–	–	﹤0.01%	2535
2022 Q3	$11K	Hold	150	–	–	﹤0.01%	2504
2022 Q2	$12K	Hold	150	–	–	﹤0.01%	2464
2022 Q1	$15K	Sell	150 -380	-72%	-$33.6K	﹤0.01%	2499
2021 Q4	$50K	Sell	530 -735	-58%	-$73.3K	﹤0.01%	1915
2021 Q3	$120K	Buy	1,265 +1,015	+406%	+$87K	﹤0.01%	1477
2021 Q2	$18K	Hold	250	–	–	﹤0.01%	5253
2021 Q1	$19.5K	Hold	250	–	–	﹤0.01%	2499
2020 Q4	$20K	Hold	250	–	–	﹤0.01%	2066
2020 Q3	$15K	Sell	250 -1,600	-86%	-$103K	﹤0.01%	1989
2020 Q2	$113K	Buy	1,850 +500	+37%	+$25K	﹤0.01%	1103
2020 Q1	$50K	Buy	+1,350	New	+$70.3K	﹤0.01%	1263

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.76B AUM 16.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steward Partners Investment Advisory's TNET Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in TriNet (TNET) in Q2 2026: 5 shares worth $247. The stake represents ﹤0.01% of the portfolio and ranks #4511 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in TNET as recently as Q4 2025.

Steward Partners Investment Advisory first reported a position in TNET in Q1 2020 and has held it in 25 quarters since. The position peaked at $120K in Q3 2021. 279 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

Steward Partners Investment Advisory held 5 shares of TriNet worth $247 as of Q2 2026.
TriNet was a new Steward Partners Investment Advisory position in Q2 2026.
TriNet made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4511 holding.
Steward Partners Investment Advisory first reported a position in TriNet in Q1 2020 and has held it in 25 quarters since.
Steward Partners Investment Advisory's TriNet position peaked at $120K in Q3 2021.
279 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.