MassMutual Private Wealth & Trust, FSB

Position in BN — BROOKFIELD Corp /ON/

CIK 1103653 Windsor, CT

Position in BN

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$148,553

+$10,389 QoQ

Shares Held

3,488

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#785

of 931 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MassMutual Private Wealth & Trust, FSB holds $59,034,771 across 52 Asset Management names. BN ranks #10 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	68,355	$31,358,539
2	BLK	BlackRock, Inc.	16,550	$15,913,818
3	BX	Blackstone Inc.	72,616	$8,544,724
4	ADX	Adams Diversified Equity Fund, Inc.	44,936	$1,148,114
5	APO	Apollo Global Management, Inc.	1,720	$203,493
6	STT	State Street Corp	1,128	$191,308
7	ARES	Ares Management Corp	1,711	$190,451
8	KKR	KKR & Co. Inc.	1,981	$181,816

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$148,553	3,488	+2.2%	Shares	Sole	2026-07-02
2026-03-31	$138,164	3,414	-20.5%	Shares	Sole	2026-04-13
2025-12-31	$197,051	4,294	+43.7%	Shares	Sole	2026-01-07
2025-09-30	$204,985	2,989	+2.9%	Shares	Sole	2025-10-22
2025-06-30	$179,674	2,905	+15.9%	Shares	Sole	2025-07-09
2025-03-31	$131,391	2,507	-2.8%	Shares	Sole	2025-04-01
2024-12-31	$148,163	2,579	+10.5%	Shares	Sole	2025-01-16
2024-09-30	$124,051	2,334	+8.0%	Shares	Sole	2024-10-02
2024-06-30	$89,809	2,162	+38.4%	Shares	Sole	2024-07-02
2024-03-31	$65,400	1,562	+9.3%	Shares	Sole	2024-04-09
2023-12-31	$57,331	1,429	-4.2%	Shares	Sole	2024-01-03
2023-09-30	$46,623	1,491	+39.2%	Shares	Sole	2023-10-04
2023-06-30	$36,039	1,071	-18.8%	Shares	Sole	2023-08-02
2023-03-31	$42,986	1,319	+126.6%	Shares	Sole	2023-04-11
2022-12-31	$18,309	582	—	Shares	Sole	2023-01-06
No filing history on record for this holder in this stock.