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MassMutual Private Wealth & Trust, FSB: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MassMutual Private Wealth & Trust, FSB on SOFI, newest first. How the timeline and the estimate are built.

MassMutual Private Wealth & Trust, FSB held 2,248 SOFI shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,248 shares
    Change vs previous 13F +689 shares

    <0.01% of the 13F portfolio, value $35,339.

    13F-HR 0001193125-26-413053 filed by MassMutual Private Wealth & Trust, FSB
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,559 shares
    Change vs previous 13F +235 shares

    <0.01% of the 13F portfolio, value $27,953.

    13F-HR 0001193125-26-293910 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,324 shares
    Change vs previous 13F -123 shares

    <0.01% of the 13F portfolio, value $21,025.

    13F-HR 0001193125-26-152544 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,447 shares
    Change vs previous 13F +116 shares

    <0.01% of the 13F portfolio, value $37,882.

    13F-HR 0001193125-26-006210 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,331 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $35,165.

    13F-HR 0001193125-25-246783 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,282 shares
    Change vs previous 13F -132 shares

    <0.01% of the 13F portfolio, value $23,345.

    13F-HR 0000950123-25-006218 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,414 shares
    Change vs previous 13F +1,132 shares

    <0.01% of the 13F portfolio, value $16,445.

    13F-HR 0000950123-25-003277 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 282 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,343.

    13F-HR 0000950123-25-000326 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).