MassMutual Private Wealth & Trust, FSB
Position in PWP — Perella Weinberg Partners
CIK 1103653
Windsor, CT
Position in PWP
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$363
+$260 QoQ
Shares Held
20
+233.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP 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.
| # | 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 PWP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $363 | 20 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $103 | 6 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $127 | 6 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $116 | 6 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||