MassMutual Private Wealth & Trust, FSB
Position in WFC — Wells Fargo & Company/Mn
CIK 1103653
Windsor, CT
Position in WFC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,899,232
+$10,963 QoQ
Shares Held
22,982
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,037
of 2,858 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $129,179,945 across 11 Banks - Diversified names. WFC ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
263,591 | $86,281,242 | |
| 2 | BAC |
Bank Of America Corp /De/
|
619,974 | $35,326,118 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
24,695 | $3,571,143 | |
| 4 | WFC |
Wells Fargo & Company/Mn
This page
|
22,982 | $1,899,232 | |
| 5 | C |
Citigroup Inc
|
8,447 | $1,182,242 | |
| 6 | RY |
Royal Bank Of Canada
|
1,334 | $276,097 | |
| 7 | UBS |
UBS Group AG
|
4,490 | $222,524 | |
| 8 | TD |
Toronto Dominion Bank
|
1,577 | $191,495 |
All Filings in WFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,899,232 | 22,982 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,888,269 | 23,719 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,617,242 | 28,082 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,402,700 | 28,665 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,344,551 | 29,263 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,067,623 | 28,801 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,233,912 | 31,804 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,388,976 | 24,588 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $1,506,367 | 25,364 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,260,977 | 21,756 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,057,737 | 21,490 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $931,076 | 22,787 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $904,517 | 21,193 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $699,977 | 18,726 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $876,173 | 21,220 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $149,618 | 3,720 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $116,648 | 2,978 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $177,702 | 3,667 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $222,195 | 4,631 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $207,081 | 4,462 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $111,594 | 2,464 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $68,958 | 1,765 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $91,083 | 3,018 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $36,487 | 1,552 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $67,635 | 2,642 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $36,736 | 1,280 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||