TIAA Wealth Investment Management LLC
Position in BAM — Brookfield Asset Management Ltd.
CIK 2124867
New York, NY
Position in BAM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$90,500
New position
Shares Held
2,036
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 81%
Shared 0%
None 19%
Position in Asset Management
Financial Services · as of Jun 30, 2026TIAA Wealth Investment Management LLC holds $21,423,420 across 10 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
141,959 | $16,704,315 | |
| 2 | KKR |
KKR & Co. Inc.
|
17,986 | $1,650,754 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
19,407 | $826,544 | |
| 4 | BLK |
BlackRock, Inc.
|
813 | $781,747 | |
| 5 | STT |
State Street Corp
|
4,068 | $689,932 | |
| 6 | NTRS |
Northern Trust Corp
|
2,367 | $411,479 | |
| 7 | AMP |
Ameriprise Financial Inc
|
385 | $176,622 | |
| 8 | TROW |
Price T Rowe Group Inc
|
1,446 | $164,395 |
All Filings in BAM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,500 | 2,036 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||