MassMutual Private Wealth & Trust, FSB
Position in BNY — Bank of New York Mellon Corp
CIK 1103653
Windsor, CT
Position in BNY
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$3,571,143
+$613,935 QoQ
Shares Held
24,695
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#573
of 1,868 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $129,179,945 across 11 Banks - Diversified names. BNY ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
263,591 | $86,281,242 | |
| 2 | BAC |
Bank Of America Corp /De/
|
619,974 | $35,326,118 | |
| 3 | BNY |
Bank of New York Mellon Corp
This page
|
24,695 | $3,571,143 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
22,982 | $1,899,232 | |
| 5 | C |
Citigroup Inc
|
8,447 | $1,182,242 | |
| 6 | RY |
Royal Bank Of Canada
|
1,334 | $276,097 | |
| 7 | UBS |
UBS Group AG
|
4,490 | $222,524 | |
| 8 | TD |
Toronto Dominion Bank
|
1,577 | $191,495 |
All Filings in BNY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,571,143 | 24,695 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,957,208 | 24,928 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,854,769 | 24,591 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,436,345 | 22,360 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $294,740 | 3,235 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $242,971 | 2,897 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $207,901 | 2,706 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $193,087 | 2,687 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $156,851 | 2,619 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $105,041 | 1,823 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $91,660 | 1,761 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $54,250 | 1,272 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $50,174 | 1,127 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $35,761 | 787 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $25,855 | 568 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $19,337 | 502 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $14,014 | 336 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $10,868 | 219 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $12,777 | 220 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $10,316 | 199 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,194 | 199 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $34,285 | 725 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,530 | 201 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||