MassMutual Private Wealth & Trust’s Plumas Bancorp PLBC Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PLBC Stock Details PLBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-11	Closed	-$643	–	2448
2026 Q2	$643	Hold	11	–	–	﹤0.01%	2244
2026 Q1	$537	Hold	11	–	–	﹤0.01%	2218
2025 Q4	$492	Hold	11	–	–	﹤0.01%	2240
2025 Q3	$475	Hold	11	–	–	﹤0.01%	2246
2025 Q2	$489	Buy	+11	New	+$473	﹤0.01%	2226

Other funds holding PLBC

Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Caldwell Sutter Capital Sausalito, California $268M AUM 23.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Albert D. Mason Inc Boston, Massachusetts $166M AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of Plumas Bancorp (PLBC) in Q3 2026, closing a stake of 11 shares — an estimated $643 sold.

MassMutual Private Wealth & Trust first reported a position in PLBC in Q2 2025 and held it in 5 quarters. The position peaked at $643 in Q2 2026. 49 funds tracked by Wall St. Rank hold PLBC as of Q3 2026.

MassMutual Private Wealth & Trust reported no remaining Plumas Bancorp position as of Q3 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 11 Plumas Bancorp shares in Q3 2026, an estimated $643.
MassMutual Private Wealth & Trust first reported a position in Plumas Bancorp in Q2 2025 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Plumas Bancorp position peaked at $643 in Q2 2026.
49 funds tracked by Wall St. Rank held Plumas Bancorp as of Q3 2026.

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