MassMutual Private Wealth & Trust, FSB
Position in LPLA — LPL Financial Holdings Inc.
CIK 1103653
Windsor, CT
Position in LPLA
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$29,013
-$6,484 QoQ
Shares Held
103
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#634
of 761 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA 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. LPLA ranks #10 (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 LPLA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,013 | 103 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $35,497 | 118 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $26,073 | 73 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $26,282 | 79 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $29,622 | 79 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $32,714 | 100 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $19,917 | 61 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,885 | 21 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $5,865 | 21 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $5,019 | 19 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $5,235 | 23 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $11,882 | 50 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,956 | 9 | Shares | Sole | 2023-08-02 | |
| 2022-09-30 | $2,840 | 13 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,029 | 11 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $3,105 | 17 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,921 | 12 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,881 | 12 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,619 | 12 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $1,411 | 18 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||