MassMutual Private Wealth & Trust, FSB
Position in JEF — Jefferies Financial Group Inc.
CIK 1103653
Windsor, CT
Position in JEF
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$16,593
-$30,950 QoQ
Shares Held
332
-71.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#491
of 581 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JEF 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. JEF ranks #14 (0.1% 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.
|
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 JEF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,593 | 332 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $47,543 | 1,152 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $73,558 | 1,187 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $77,653 | 1,187 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $73,284 | 1,340 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $81,694 | 1,525 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $58,172 | 742 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $37,853 | 615 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $25,875 | 520 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $13,053 | 296 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $12,244 | 303 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $9,743 | 266 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $8,823 | 266 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $11,077 | 349 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $12,512 | 365 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $8,053 | 273 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,916 | 178 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $5,617 | 171 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $5,781 | 149 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,532 | 149 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,095 | 149 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,484 | 149 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,115 | 86 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||