TIAA TRUST, NATIONAL ASSOCIATION LQPE β€” PEO ALPHAQUEST THEMATIC PE

Ownership history in TIAA TRUST, NATIONAL ASSOCIATION  Β·  4 quarters on record

AI Ownership Summary

TIAA TRUST, NATIONAL ASSOCIATION reported PEO ALPHAQUEST THEMATIC PE (LQPE) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. The latest visible filing shows LQPE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LQPE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TIAA TRUST, NATIONAL ASSOCIATION's position in PEO ALPHAQUEST THEMATIC PE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LQPE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TIAA TRUST, NATIONAL ASSOCIATION held LQPE β€” position size vs. price
% of Fund (quarterly)    LQPE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 49,627 β€” 0% 0.00% $941K 2026-02-11 $18.74
2025 Q3 UNCHANGED β€” β€” β€” 49,627 β€” 0% 0.00% $941K 2025-11-12 $18.11
2025 Q2 UNCHANGED β€” β€” β€” 49,627 β€” 0% 0.00% $926K 2025-08-05 β€”
2025 Q1 INITIATED β€” β€” β€” 49,627 β€” β€” 0.00% $901K 2025-05-08 β€”

🏒 Other funds also holding LQPE

As of 2025 Q4 β€” sorted by position size

UBS Group AG 3Y 7Y 0.0%

FAQ About TIAA TRUST, NATIONAL ASSOCIATION and LQPE

These are the practical questions this page is built to answer before you even open the full history table.

How long has TIAA TRUST, NATIONAL ASSOCIATION reported owning LQPE?

TIAA TRUST, NATIONAL ASSOCIATION reported LQPE across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported LQPE position in TIAA TRUST, NATIONAL ASSOCIATION's portfolio?

The largest reported portfolio weight for LQPE was 0.00% in 2025 Q1.

What is the latest reported LQPE position on this page?

The most recent filing on this page is 2025 Q4, when TIAA TRUST, NATIONAL ASSOCIATION reported 49,627 shares, equal to 0.00% of portfolio, with an estimated market value of $941K.

What does the chart on this LQPE ownership page compare?

The chart compares TIAA TRUST, NATIONAL ASSOCIATION's quarterly LQPE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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