MassMutual Private Wealth & Trust, FSB BHLB Berkshire Hills Bancorp Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  16 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Berkshire Hills Bancorp Inc (BHLB) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows BHLB at 0.00% 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 MassMutual Private Wealth & Trust, FSB'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 Q2

BHLB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2024 Q1 to 2026 Q2

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 MassMutual Private Wealth & Trust, FSB held BHLB — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 193 -72 -27.2% 0.00% $6K 2026-07-02
2026 Q1 UNCHANGED 265 0% 0.00% $8K 2026-04-13
2025 Q4 REDUCED 265 -13 -4.7% 0.00% $7K 2026-01-07
2025 Q3 ADDED 278 +28 +11.2% 0.00% $7K 2025-10-22
2025 Q2 ADDED 250 +120 +92.3% 0.00% $6K 2025-07-09
2025 Q1 REDUCED 130 -2 -1.5% 0.00% $3K 2025-04-01
2024 Q4 ADDED 132 +39 +41.9% 0.00% $4K 2025-01-16
2024 Q3 ADDED 93 +21 +29.2% 0.00% $3K 2024-10-02
2024 Q2 UNCHANGED 72 0% 0.00% $2K 2024-07-02
2024 Q1 UNCHANGED 72 0% 0.00% $2K 2024-04-09
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BHLB

As of 2026 Q2 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01% Cedar Mountain Advisors, LLC 3Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and BHLB

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

How long has MassMutual Private Wealth & Trust, FSB reported owning BHLB?

MassMutual Private Wealth & Trust, FSB reported BHLB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BHLB position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for BHLB was 0.00% in 2026 Q1.

What is the latest reported BHLB position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 193 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this BHLB ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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 MassMutual Private Wealth & Trust, FSB Holdings