TD Private Client Wealth’s TriNet TNET Stock Holding History

TD Private Client Wealth’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	$146	Buy	+4	New	+$191	﹤0.01%	1605
2025 Q4	–	Sell	-9	Closed	-$602	–	1724
2025 Q3	$602	Buy	+9	New	+$612	﹤0.01%	1448
2025 Q1	–	Sell	-631	Closed	-$57.3K	–	1475
2024 Q4	$57.3K	Buy	631 +36	+6%	+$3.33K	﹤0.01%	796
2024 Q3	$57.7K	Buy	595 +121	+26%	+$12K	﹤0.01%	806
2024 Q2	$47.4K	Sell	474 -91	-16%	-$10.1K	﹤0.01%	815
2024 Q1	$74.9K	Sell	565 -74	-12%	-$8.98K	﹤0.01%	744
2023 Q4	$76K	Sell	639 -119	-16%	-$13.6K	﹤0.01%	737
2023 Q3	$88.3K	Hold	758	–	–	﹤0.01%	671
2023 Q2	$72K	Buy	758 +42	+6%	+$3.82K	﹤0.01%	714
2023 Q1	$57.7K	Buy	716 +184	+35%	+$14.4K	﹤0.01%	742
2022 Q4	$36.1K	Buy	532 +7	+1%	+$483	﹤0.01%	815
2022 Q3	$37.4K	Buy	525 +45	+9%	+$3.66K	﹤0.01%	785
2022 Q2	$37.3K	Buy	480 +185	+63%	+$15.5K	﹤0.01%	788
2022 Q1	$29K	Buy	+295	New	+$26.1K	﹤0.01%	879

Other funds holding TNET

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

EARNEST Partners

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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