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Massmutual Private Wealth & Trust Fsb - Q2 2026 13F Filings

MA

Massmutual Private Wealth & Trust, Fsb

CIK: 0001103653
Address: Connecticut Windsor 200 Great Pond Drive Suite 150
$3.87 B
Portfolio Value
2396
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/02/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VO Vanguard Mid-Cap Etf
+$102.9 M
2. VGT Vanguard Information Technology Etf
+$36.35 M
3. SCHO Schwab Short-Term Us Treasury Etf
+$13.31 M
4. HONA Honeywell Aerospace
+$9.36 M
5. AMD Advanced Micro Devices
+$5.41 M

Top Sells

Q2 2026
1. VNQ Vanguard Real Estate Etf
−$16.26 M
2. NVDA Nvidia Corporation
−$13.06 M
3. SCHR Schwab Intermediate-Term Us Treasury Etf
−$11.1 M
4. GOOGL Alphabet
−$8.97 M
5. AAPL Apple
−$8.11 M

Asset Allocation

Stocks/ETFs
+5.37%
$3.87 B 99.96%
Options
$0 0.00%
Debt
$0 0.00%
Other
+12.55%
$1.49 M 0.04%

Sector Allocation (Stocks)

Massmutual Private Wealth & Trust Fsb Q2 2026 Filing Summary

Massmutual Private Wealth & Trust, Fsb filed its 13F report for Q2 2026 on July 02, 2026. The portfolio totaled 3.87 B reflecting a +5.38% change from the prior quarter, spanning 2,396 assets. The top 10 holdings comprised 31.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 139 new positions and 130 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Massmutual Private Wealth & Trust Fsb’s Q2 2026 Filing

Massmutual Private Wealth & Trust Fsb submitted their Form 13F-HR for the Q2 2026 period on 07/02/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Massmutual Private Wealth & Trust Fsb reported a managed portfolio value of 3.87 B, consisting of 2,444 individual positions.

This page displays the raw filing documents. To see which stocks Massmutual Private Wealth & Trust Fsb bought or sold during Q2 2026, please visit Massmutual Private Wealth & Trust Fsb's Portfolio Analysis page.