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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s TriNet TNET Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$3.81K Buy
77
+14
+22% +$600 ﹤0.01% 1866
2026
Q1 		$2.3K Buy
63
+23
+58% +$1.1K ﹤0.01% 2057
2025
Q4 		$2.36K Hold
40
– – ﹤0.01% 2097
2025
Q3 		$2.68K Hold
40
– – ﹤0.01% 2012
2025
Q2 		$2.93K Buy
40
+7
+21% +$555 ﹤0.01% 1930
2025
Q1 		$2.62K Hold
33
– – ﹤0.01% 1938
2024
Q4 		$3K Hold
33
– – ﹤0.01% 1820
2024
Q3 		$3.2K Buy
+33
New +$3.29K ﹤0.01% 1874

Other funds holding TNET

Atairos Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s TNET Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its TriNet (TNET) stake by 22% in Q2 2026, buying an estimated $600 and bringing the position to 77 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in TNET in Q3 2024 and has held it in 8 quarters since. 281 funds tracked by Wall St. Rank hold TNET as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 77 shares of TriNet worth $3.81K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 14 TriNet shares in Q2 2026, an estimated $600.
  • TriNet made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1866 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in TriNet in Q3 2024 and has held it in 8 quarters since.
  • 281 funds tracked by Wall St. Rank held TriNet as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.