Position in WT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,964
+$416 QoQ
Shares Held
175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#281
of 310 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $59,034,771 across 52 Asset Management names. WT ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
68,355 | $31,358,539 | |
| 2 | BLK |
BlackRock, Inc.
|
16,550 | $15,913,818 | |
| 3 | BX |
Blackstone Inc.
|
72,616 | $8,544,724 | |
| 4 | ADX |
Adams Diversified Equity Fund, Inc.
|
44,936 | $1,148,114 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,720 | $203,493 | |
| 6 | STT |
State Street Corp
|
1,128 | $191,308 | |
| 7 | ARES |
Ares Management Corp
|
1,711 | $190,451 | |
| 8 | KKR |
KKR & Co. Inc.
|
1,981 | $181,816 |
All Filings in WT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,964 | 175 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,548 | 175 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,133 | 175 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,432 | 175 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,704 | 235 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $945 | 106 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $1,113 | 106 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,058 | 106 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $1,050 | 106 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $974 | 106 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $575 | 83 | Shares | Sole | 2024-01-03 | |
| 2021-03-31 | $31,250 | 5,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $26,750 | 5,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $16,000 | 5,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $17,350 | 5,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $11,650 | 5,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||