BHLB β€” BERKSHIRE HILLS BANCORP INC COM

Ownership history in HENNESSY ADVISORS INC  Β·  23 quarters on record

AI Ownership Summary

HENNESSY ADVISORS INC reported BERKSHIRE HILLS BANCORP INC COM (BHLB) in 23 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows BHLB at 0.12% 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 HENNESSY ADVISORS INC's position in BERKSHIRE HILLS BANCORP INC COM, 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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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 HENNESSY ADVISORS INC held BHLB β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 111,000 +46,000 +70.8% 0.12% $3.3M 2026-04-21 β€”
2025 Q4 ADDED 65,000 +37,700 +138.1% 0.06% $1.7M 2026-01-27 β€”
2025 Q3 REDUCED 27,300 -47,700 -63.6% 0.02% $647K 2025-10-20 β€”
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About HENNESSY ADVISORS INC and BHLB

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

How long has HENNESSY ADVISORS INC reported owning BHLB?

HENNESSY ADVISORS INC reported BHLB across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BHLB position in HENNESSY ADVISORS INC's portfolio?

The largest reported portfolio weight for BHLB was 0.12% in 2026 Q1.

What is the latest reported BHLB position on this page?

The most recent filing on this page is 2026 Q1, when HENNESSY ADVISORS INC reported 111,000 shares, equal to 0.12% of portfolio, with an estimated market value of $3.3M.

What does the chart on this BHLB ownership page compare?

The chart compares HENNESSY ADVISORS INC'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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