Beacon Bank & Trust BHLB — BERKSHIRE HILLS BANCORP INC

Ownership history in Beacon Bank & Trust  ·  22 quarters on record

AI Ownership Summary

Beacon Bank & Trust reported BERKSHIRE HILLS BANCORP INC (BHLB) in 22 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows BHLB at 0.05% 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 Q3

BHLB was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 Q3 REDUCED — — — 9,688 -452 -4.5% 0.05% $271K 2026-10-27 —
2026 Q2 REDUCED — — — 10,140 -200 -1.9% 0.06% $309K 2026-08-03 —
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 —
13 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 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for BHLB was 0.07% in 2024 Q4.

What is the latest reported BHLB position on this page?

The most recent filing on this page is 2026 Q3, when Beacon Bank & Trust reported 9,688 shares, equal to 0.05% of portfolio, with an estimated market value of $271K.

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.

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