DOSSIER · 13F-HR · Q3 2026

MassMutual Private Wealth & Trust, FSB

$3.8B in tracked AUM across 2,398 positions as of Q3 2026.

MP

CIK 0001103653 · last filed Sep 30, 2026

Total AUM

$3.8B

as of Q3 2026

Holdings

2,398

−46 QoQ

positions

Whale Score

57

57

tracked

Activity

2025

+124 new, −170 sold

changes this Q

AI Analysis · Q3 2026

MassMutual Private Wealth & Trust, FSB filed its latest 13F-HR for Q3 2026. 2025 position changes this quarter — 124 new, 170 exited, 500 added, 1231 trimmed.

Quarter at a glance — Q3 2026

2025 material changes this filing.

MSFTMicrosoft Corp

XOMExxonMobil Holdings Corp

XOMExxon Mobil Corp

NVDANVIDIA Corp

METAMeta Platforms Inc

AOSA O Smith Corp

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight

$204M613K5.4%02

$201M882K5.3%03

$181M354K4.8%04

Vanguard Morningstar Mid-Cap ETF

$131M1.7M3.5%05

Vanguard FTSE Developed Markets ETF

$105M1.5M2.8%06

$102M408K2.7%07

JPMorgan Chase & Co

Meta Platforms Inc

Filing history

2,398 positionsView →2026Q2Jun 30

2,444 positionsView →2026Q1Mar 31

2,429 positionsView →2025Q4Dec 31

2,394 positionsView →2025Q3Sep 30

2,398 positionsLocked 2025Q2Jun 30

2,375 positionsLocked 2025Q1Mar 31

2,387 positionsLocked 2024Q4Dec 31

2,334 positionsLocked 2024Q3Sep 30

2,165 positionsLocked 2024Q2Jun 30

2,159 positionsLocked 2024Q1Mar 31

2,077 positionsLocked 2023Q4Dec 31

1,978 positionsLocked

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