MassMutual Private Wealth & Trust, FSB

Position in CCB — Coastal Financial Corp

CIK 1103653 Windsor, CT

Position in CCB

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

Position Value

$9,766

-$8,498 QoQ

Shares Held

126

-47.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#170

of 193 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MassMutual Private Wealth & Trust, FSB holds $29,466,384 across 144 Banks - Regional names. CCB ranks #63 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	34,656	$8,533,000
2	FITB	Fifth Third Bancorp	100,848	$5,684,801
3	USB	US Bancorp \De\	91,131	$5,504,312
4	HBAN	Huntington Bancshares Inc /Md/	195,218	$3,461,215
5	TFC	Truist Financial Corp	55,545	$2,767,251
6	MTB	M&T Bank Corp	4,283	$1,019,396
7	ZION	Zions Bancorporation, National Association /Ut/	6,144	$425,103
8	CFG	Citizens Financial Group Inc/Ri	2,095	$146,796

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,766	126	-47.5%	Shares	Sole	2026-07-02
2026-03-31	$18,264	240	+90.5%	Shares	Sole	2026-04-13
2025-12-31	$14,438	126	0.0%	Shares	Sole	2026-01-07
2025-09-30	$13,629	126	-22.2%	Shares	Sole	2025-10-22
2025-06-30	$15,692	162	0.0%	Shares	Sole	2025-07-09
2025-03-31	$14,646	162	-1.8%	Shares	Sole	2025-04-01
2024-12-31	$14,010	165	0.0%	Shares	Sole	2025-01-16
2024-09-30	$8,908	165	+161.9%	Shares	Sole	2024-10-02
2024-06-30	$2,906	63	0.0%	Shares	Sole	2024-07-02
2024-03-31	$2,448	63	+75.0%	Shares	Sole	2024-04-09
2023-03-31	$1,296	36	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.