Massmutual Trust Co FSB

SEC CIK: 0001103653
Latest filing: Oct 5, 2026

SEC filings (opens in a new tab)

SO holding history

Southern Co in every 13F filed by Massmutual Trust Co FSB, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overview All 13F holders of SO Full Q3 2026 holdings

Shares (Q3 2026): 67,401
Value: $5.59M
% of portfolio: 0.1%
Quarters held: 23; Since Q1 2021

Holdings of SO by Massmutual Trust Co FSB, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2026	67,401	$5.59M	0.1%	−2,570−3.7%	Reduced	Holders
Q2 2026	69,971	$6.70M	0.2%	−1,778−2.5%	Reduced	Holders
Q1 2026	71,749	$6.93M	0.2%	−2,329−3.1%	Reduced	Holders
Q4 2025	74,078	$6.46M	0.2%	−2,795−3.6%	Reduced	Holders
Q3 2025	76,873	$7.29M	0.2%	−1,857−2.4%	Reduced	Holders
Q2 2025	78,730	$7.23M	0.2%	−1,214−1.5%	Reduced	Holders
Q1 2025	79,944	$7.35M	0.2%	−4,105−4.9%	Reduced	Holders
Q4 2024	84,049	$6.92M	0.2%	−3,007−3.5%	Reduced	Holders
Q3 2024	87,056	$7.85M	0.2%	+305+0.4%	Added	Holders
Q2 2024	86,751	$6.73M	0.2%	−346−0.4%	Reduced	Holders
Q1 2024	87,097	$6.25M	0.2%	+915+1.1%	Added	Holders
Q4 2023	86,182	$6.04M	0.2%	−1,468−1.7%	Reduced	Holders
Q3 2023	87,650	$5.67M	0.2%	−1,901−2.1%	Reduced	Holders
Q2 2023	89,551	$6.29M	0.2%	−256−0.3%	Reduced	Holders
Q1 2023	89,807	$6.25M	0.2%	+1,213+1.4%	Added	Holders
Q4 2022	88,594	$6.33M	0.3%	+263+0.3%	Added	Holders
Q3 2022	88,331	$6.01M	0.3%	−7,394−7.7%	Reduced	Holders
Q2 2022	95,725	$6.83M	0.3%	+339+0.4%	Added	Holders
Q1 2022	95,386	$6.92M	0.3%	−349−0.4%	Reduced	Holders
Q4 2021	95,735	$6.57M	0.2%	+1,460+1.5%	Added	Holders
Q3 2021	94,275	$5.84M	0.2%	+1,927+2.1%	Added	Holders
Q2 2021	92,348	$5.59M	0.2%	+2,723+3.0%	Added	Holders
Q1 2021	89,625	$5.57M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.