MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Shift4 FOUR Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.87K Buy
107
+84
+365% +$3.87K ﹤0.01% 1711
2026
Q2 		$1.12K Sell
23
-186
-89% -$8.04K ﹤0.01% 2145
2026
Q1 		$9.14K Buy
209
+110
+111% +$6.07K ﹤0.01% 1408
2025
Q4 		$6.23K Buy
99
+46
+87% +$3.25K ﹤0.01% 1584
2025
Q3 		$4.1K Buy
53
+3
+6% +$279 ﹤0.01% 1745
2025
Q2 		$4.96K Sell
50
-108
-68% -$9.42K ﹤0.01% 1639
2025
Q1 		$12.9K Buy
158
+119
+305% +$12.3K ﹤0.01% 1202
2024
Q4 		$4.05K Buy
39
+28
+255% +$2.78K ﹤0.01% 1606
2024
Q3 		$975 Hold
11
– – ﹤0.01% 1860
2024
Q2 		$807 Buy
11
+8
+267% +$530 ﹤0.01% 1863
2024
Q1 		$198 Buy
+3
New +$226 ﹤0.01% 1996
2023
Q3 		– Sell
-13
Closed -$883 – 1987
2023
Q2 		$883 Buy
+13
New +$852 ﹤0.01% 1686

Other funds holding FOUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Shift4 (FOUR) stake by 365% in Q3 2026, buying an estimated $3.87K and bringing the position to 107 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

MassMutual Private Wealth & Trust first reported a position in FOUR in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.9K in Q1 2025. 204 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • MassMutual Private Wealth & Trust held 107 shares of Shift4 worth $3.87K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 84 Shift4 shares in Q3 2026, an estimated $3.87K.
  • Shift4 made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1711 holding.
  • MassMutual Private Wealth & Trust first reported a position in Shift4 in Q2 2023 and has held it in 12 quarters since.
  • MassMutual Private Wealth & Trust's Shift4 position peaked at $12.9K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

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