MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Central Pacific Financial CPF Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34.6K Sell
965
-43
-4% -$1.64K ﹤0.01% 864
2026
Q2 		$38.5K Buy
1,008
+74
+8% +$2.57K ﹤0.01% 875
2026
Q1 		$29.9K Buy
934
+233
+33% +$7.51K ﹤0.01% 946
2025
Q4 		$21.8K Sell
701
-53
-7% -$1.6K ﹤0.01% 1079
2025
Q3 		$22.9K Hold
754
– – ﹤0.01% 1065
2025
Q2 		$21.1K Sell
754
-79
-9% -$2.08K ﹤0.01% 1084
2025
Q1 		$22.5K Buy
833
+68
+9% +$1.92K ﹤0.01% 980
2024
Q4 		$22.2K Buy
765
+231
+43% +$6.87K ﹤0.01% 971
2024
Q3 		$15.8K Hold
534
– – ﹤0.01% 976
2024
Q2 		$11.3K Buy
+534
New +$10.8K ﹤0.01% 1056
2024
Q1 		– Sell
-56
Closed -$1.1K – 2063
2023
Q4 		$1.1K Buy
+56
New +$980 ﹤0.01% 1665

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MassMutual Private Wealth & Trust's CPF Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Central Pacific Financial (CPF) stake by 4.3% in Q3 2026, selling an estimated $1.64K and leaving 965 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

MassMutual Private Wealth & Trust first reported a position in CPF in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.5K in Q2 2026. 109 funds tracked by Wall St. Rank hold CPF as of Q3 2026.

  • MassMutual Private Wealth & Trust held 965 shares of Central Pacific Financial worth $34.6K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 43 Central Pacific Financial shares in Q3 2026, an estimated $1.64K.
  • Central Pacific Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #864 holding.
  • MassMutual Private Wealth & Trust first reported a position in Central Pacific Financial in Q4 2023 and has held it in 11 quarters since.
  • MassMutual Private Wealth & Trust's Central Pacific Financial position peaked at $38.5K in Q2 2026.
  • 109 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.