MassMutual Private Wealth & Trust, FSB BR — BROADRIDGE FINANCIAL SOLUTIONS

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  24 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported BROADRIDGE FINANCIAL SOLUTIONS (BR) in 24 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows BR 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BR 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 BROADRIDGE FINANCIAL SOLUTIONS, 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 Q2

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

High-water mark
Peak Conviction
0.01% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

BR stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held BR — position size vs. price
% of Fund (quarterly)    BR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,031 -11 -1.1% 0.00% $141K 2026-07-02 $143.95
2026 Q1 REDUCED — — — 1,042 -48 -4.4% 0.00% $169K 2026-04-13 $156.30
2025 Q4 REDUCED 15.9% -26.8% ✅ 1,090 -206 -15.9% 0.01% $243K 2026-01-07 $216.80
2025 Q3 ADDED — — — 1,296 +186 +16.8% 0.01% $309K 2025-10-22 $229.15
2025 Q2 ADDED — — — 1,110 +587 +112.2% 0.01% $270K 2025-07-09 $233.95
2025 Q1 REDUCED — — — 523 -3 -0.6% 0.00% $127K 2025-04-01 $238.91
2024 Q4 ADDED — — — 526 +57 +12.2% 0.00% $119K 2025-01-16 $224.68
2024 Q3 ADDED — — — 469 +13 +2.9% 0.00% $101K 2024-10-02 $207.09
2024 Q2 ADDED — — — 456 +26 +6.0% 0.00% $90K 2024-07-02 $191.31
2024 Q1 REDUCED 39.5% -3.7% ✅ 430 -281 -39.5% 0.00% $88K 2024-04-09 $199.13
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BR

As of 2026 Q2 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.12% Cedar Mountain Advisors, LLC 3Y 0.13% CX Institutional 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% EASTERN BANK 3Y 7Y 0.01%

FAQ About MassMutual Private Wealth & Trust, FSB and BR

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 BR?

MassMutual Private Wealth & Trust, FSB reported BR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for BR was 0.01% in 2025 Q3.

What is the latest reported BR position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 1,031 shares, equal to 0.00% of portfolio, with an estimated market value of $141K.

What does the chart on this BR ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly BR 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.

How well did MassMutual Private Wealth & Trust, FSB time their BR position?

Based on 13F filing dates vs. subsequent BR price moves, MassMutual Private Wealth & Trust, FSB correctly timed 16 out of 22 reported position changes (73%). The annualised alpha on BR relative to SPY over the holding period was -14.7%.

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