TIAA Trust, National Association
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TIAA Trust, National Association’s Oxford Square Capital OXSQ Stock Holding History

TIAA Trust, National Association’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,000
Closed -$19.1K – 702
2025
Q3 		$19.1K Buy
+12,000
New +$26.4K ﹤0.01% 687

Other funds holding OXSQ

Legal & General Group
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

TIAA Trust, National Association's OXSQ Position: Q4 2025 in Review

TIAA Trust, National Association sold out of Oxford Square Capital (OXSQ) in Q4 2025, closing a stake of 12,000 shares — an estimated $19.1K sold.

TIAA Trust, National Association first reported a position in OXSQ in Q3 2025 and held it in 1 quarter. The position peaked at $19.1K in Q3 2025. 53 funds tracked by Wall St. Rank hold OXSQ as of Q4 2025.

  • TIAA Trust, National Association reported no remaining Oxford Square Capital position as of Q4 2025 after selling out during the quarter.
  • TIAA Trust, National Association sold 12,000 Oxford Square Capital shares in Q4 2025, an estimated $19.1K.
  • TIAA Trust, National Association first reported a position in Oxford Square Capital in Q3 2025 and held it in 1 quarter.
  • TIAA Trust, National Association's Oxford Square Capital position peaked at $19.1K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Oxford Square Capital as of Q4 2025.

Based on TIAA Trust, National Association's 13F filing for Q4 2025, filed 11 Feb 2026.