PWP β€” Perella Weinberg Partners

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  4 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Perella Weinberg Partners (PWP) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows PWP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Perella Weinberg Partners, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PWP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held PWP β€” position size vs. price
% of Fund (quarterly)    PWP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 20 +14 +233.3% 0.00% $363 2026-04-13 $20.96
2025 Q4 UNCHANGED 6 β€” 0% 0.00% $104 2026-01-07 $18.59
2025 Q3 UNCHANGED 6 β€” 0% 0.00% $128 2025-10-22 $19.34
2025 Q2 INITIATED 6 β€” β€” 0.00% $117 2025-07-09 $20.16

FAQ About MassMutual Private Wealth & Trust, FSB and PWP

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning PWP?

MassMutual Private Wealth & Trust, FSB reported PWP across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PWP position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for PWP was 0.00% in 2026 Q1.

What is the latest reported PWP position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 20 shares, equal to 0.00% of portfolio, with an estimated market value of $363.

What does the chart on this PWP ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly PWP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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