MassMutual Private Wealth & Trust, FSB
All 13F Filings
- Location
- Windsor, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,869,792
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/2/2026 | 2,444 | 3,869,792 | 13F-HR | MassMutual Private Wealth & Trust, FSB |
| Q1 2026 | 4/13/2026 | 2,429 | 3,672,399 | 13F-HR | MassMutual Private Wealth & Trust, FSB |
| Q4 2025 | 1/7/2026 | 2,394 | 3,885,842 | 13F-HR | MassMutual Private Wealth & Trust, FSB |
| Q3 2025 | 10/22/2025 | 2,398 | 3,926,014 | 13F-HR | MassMutual Private Wealth & Trust, FSB |
| Q2 2025 | 7/9/2025 | 2,375 | 3,753,170 | 13F-HR | MassMutual Private Wealth & Trust, FSB |
| Q1 2025 | 4/1/2025 | 2,387 | 3,457,154 | 13F-HR | MassMutual Private Wealth & Trust, FSB |
| Q4 2024 | 1/16/2025 | 2,334 | 3,564,459 | 13F-HR | MassMutual Private Wealth & Trust, FSB |
| Q3 2024 | 10/2/2024 | 2,165 | 3,511,134 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q2 2024 | 7/2/2024 | 2,159 | 3,295,918 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q1 2024 | 4/9/2024 | 2,077 | 3,213,765 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q4 2023 | 1/3/2024 | 1,978 | 2,980,926 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q3 2023 | 10/4/2023 | 1,992 | 2,708,239 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q2 2023 | 8/2/2023 | 1,934 | 2,780,593 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q1 2023 | 4/11/2023 | 1,861 | 2,616,357 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q4 2022 | 1/6/2023 | 1,769 | 2,430,977 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q3 2022 | 10/7/2022 | 1,733 | 2,203,668 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q2 2022 | 7/7/2022 | 1,649 | 2,309,020 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q1 2022 | 4/8/2022 | 1,565 | 2,645,465 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q4 2021 | 2/9/2022 | 1,425 | 2,693,024 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q3 2021 | 11/12/2021 | 1,297 | 2,418,763 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q2 2021 | 8/16/2021 | 1,240 | 2,354,404 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q1 2021 | 5/17/2021 | 1,155 | 2,126,256 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q4 2020 | 2/16/2021 | 924 | 1,953,000 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q3 2020 | 11/13/2020 | 763 | 1,710,816 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q2 2020 | 8/13/2020 | 774 | 1,551,641 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q1 2020 | 5/15/2020 | 717 | 1,252,555 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q4 2019 | 5/15/2020 | 820 | 1,618,906 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q2 2014 | 7/9/2014 | 635 | 253,079 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q1 2014 | 5/15/2014 | 656 | 171,003 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
| Q4 2013 | 2/14/2014 | 485 | 108,717 | 13F-HR/A - RESTATEMENT | MASSMUTUAL TRUST CO FSB/ADV |
| Q4 2013 | 2/13/2014 | 485 | 108,717 | 13F-HR | MASSMUTUAL TRUST CO FSB/ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.772 M | 71.6% | 152.8 K | 0 | 152.8 K |
| ETFs | 1.098 M | 28.4% | 44.59 K | 0 | 44.59 K |
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Fund Snapshot
Q2 2026
Latest filed
7/2/2026
Total value ($000)
3,869,792
Holdings
2444
QoQ value change ($000)
197,393
(5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.