MassMutual Private Wealth & Trust, FSB
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1103653
Windsor, CT
Position in IBKR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$91,914
+$20,753 QoQ
Shares Held
1,056
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#917
of 1,105 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $28,522,576 across 28 Capital Markets names. IBKR ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
13,568 | $13,722,268 | |
| 2 | MS |
Morgan Stanley
|
64,118 | $13,403,226 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,482 | $690,364 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,184 | $219,011 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,056 | $91,914 | |
| 6 | EVR |
Evercore Inc.
|
234 | $79,896 | |
| 7 | SF |
Stifel Financial Corp
|
662 | $46,187 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
606 | $36,099 |
All Filings in IBKR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,914 | 1,056 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $71,161 | 1,061 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $87,011 | 1,353 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $99,774 | 1,450 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $84,001 | 1,516 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $60,274 | 364 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $60,774 | 344 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $32,052 | 230 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $27,339 | 223 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $20,442 | 183 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $15,419 | 186 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $23,371 | 270 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $17,361 | 209 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $17,337 | 210 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,255 | 45 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,533 | 24 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $605 | 11 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,779 | 27 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,270 | 16 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $997 | 16 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||