MassMutual Private Wealth & Trust, FSB

Position in XP — XP Inc.

CIK 1103653 Windsor, CT

Position in XP

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$18,211

-$2,694 QoQ

Shares Held

1,120

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#268

of 318 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MassMutual Private Wealth & Trust, FSB holds $28,522,576 across 28 Capital Markets names. XP ranks #13 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,211	1,120	+2.0%	Shares	Sole	2026-07-02
2026-03-31	$20,905	1,098	+28.6%	Shares	Sole	2026-04-13
2025-12-31	$13,979	854	+2.6%	Shares	Sole	2026-01-07
2025-09-30	$15,633	832	-5.5%	Shares	Sole	2025-10-22
2025-06-30	$17,776	880	-28.3%	Shares	Sole	2025-07-09
2025-03-31	$16,871	1,227	+11054.5%	Shares	Sole	2025-04-01
2024-12-31	$130	11	-78.0%	Shares	Sole	2025-01-16
2024-09-30	$897	50	+284.6%	Shares	Sole	2024-10-02
2024-06-30	$228	13	-55.2%	Shares	Sole	2024-07-02
2024-03-31	$744	29	+38.1%	Shares	Sole	2024-04-09
2023-12-31	$547	21	-87.3%	Shares	Sole	2024-01-03
2023-09-30	$3,826	166	—	Shares	Sole	2023-10-04
No filing history on record for this holder in this stock.