MPWT
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MassMutual Private Wealth & Trust’s Interactive Brokers IBKR Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.9K Sell
1,056
-5
-0.5% -$416 ﹤0.01% 600
2026
Q1 		$71.2K Sell
1,061
-292
-22% -$20.8K ﹤0.01% 653
2025
Q4 		$87K Sell
1,353
-97
-7% -$6.49K ﹤0.01% 626
2025
Q3 		$99.8K Sell
1,450
-66
-4% -$4.15K ﹤0.01% 600
2025
Q2 		$84K Buy
1,516
+60
+4% +$2.85K ﹤0.01% 639
2025
Q1 		$60.3K Buy
1,456
+80
+6% +$3.96K ﹤0.01% 683
2024
Q4 		$60.8K Buy
1,376
+456
+50% +$19.2K ﹤0.01% 696
2024
Q3 		$32.1K Buy
920
+28
+3% +$867 ﹤0.01% 785
2024
Q2 		$27.3K Buy
892
+160
+22% +$4.77K ﹤0.01% 778
2024
Q1 		$20.4K Sell
732
-12
-2% -$299 ﹤0.01% 824
2023
Q4 		$15.4K Sell
744
-336
-31% -$6.88K ﹤0.01% 877
2023
Q3 		$23.4K Buy
1,080
+244
+29% +$5.43K ﹤0.01% 763
2023
Q2 		$17.4K Sell
836
-4
-0.5% -$79 ﹤0.01% 794
2023
Q1 		$17.3K Buy
840
+660
+367% +$13.4K ﹤0.01% 771
2022
Q4 		$3K Buy
180
+84
+88% +$1.57K ﹤0.01% 1154
2022
Q3 		$2K Buy
96
+52
+118% +$801 ﹤0.01% 1218
2022
Q2 		$1K Sell
44
-64
-59% -$950 ﹤0.01% 1327
2022
Q1 		$2K Buy
108
+44
+69% +$758 ﹤0.01% 1160
2021
Q4 		$1K Hold
64
– – ﹤0.01% 1232
2021
Q3 		$1K Buy
+64
New +$1.01K ﹤0.01% 1178

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MassMutual Private Wealth & Trust's IBKR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Interactive Brokers (IBKR) stake by 0.47% in Q2 2026, selling an estimated $416 and leaving 1,056 shares worth $91.9K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

MassMutual Private Wealth & Trust first reported a position in IBKR in Q3 2021 and has held it in 20 quarters since. The position peaked at $99.8K in Q3 2025. 410 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,056 shares of Interactive Brokers worth $91.9K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 5 Interactive Brokers shares in Q2 2026, an estimated $416.
  • Interactive Brokers made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #600 holding.
  • MassMutual Private Wealth & Trust first reported a position in Interactive Brokers in Q3 2021 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's Interactive Brokers position peaked at $99.8K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.