Beacon Bank & Trust BHLB BERKSHIRE HILLS BANCORP INC

Ownership history in Beacon Bank & Trust  ·  20 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported BERKSHIRE HILLS BANCORP INC (BHLB) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.08% in 2023 Q4. The latest visible filing shows BHLB at 0.06% 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 BHLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Bank & Trust's position in BERKSHIRE HILLS BANCORP INC, 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

BHLB was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Beacon Bank & Trust held BHLB — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 10,340 +2,500 +31.9% 0.06% $310K 2026-04-28
2025 Q4 REDUCED 7,840 -2,500 -24.2% 0.04% $207K 2026-02-17
2025 Q2 REDUCED 10,340 -44 -0.4% 0.06% $259K 2025-07-09
2025 Q1 REDUCED 10,384 -200 -1.9% 0.07% $271K 2025-04-17
2024 Q4 UNCHANGED 10,584 0% 0.07% $301K 2025-01-22
2024 Q3 UNCHANGED 10,584 0% 0.07% $285K 2024-10-18
2024 Q2 REDUCED 10,584 -2,000 -15.9% 0.06% $241K 2024-07-12
2024 Q1 UNCHANGED 12,584 0% 0.07% $288K 2024-04-24
2023 Q4 UNCHANGED 12,584 0% 0.08% $312K 2024-01-22
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beacon Bank & Trust and BHLB

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

How long has Beacon Bank & Trust reported owning BHLB?

Beacon Bank & Trust reported BHLB across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BHLB position in Beacon Bank & Trust's portfolio?

The largest reported portfolio weight for BHLB was 0.08% in 2023 Q4.

What is the latest reported BHLB position on this page?

The most recent filing on this page is 2026 Q1, when Beacon Bank & Trust reported 10,340 shares, equal to 0.06% of portfolio, with an estimated market value of $310K.

What does the chart on this BHLB ownership page compare?

The chart compares Beacon Bank & Trust's quarterly BHLB 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.

← Back to Beacon Bank & Trust Holdings