Select Asset Management & Trust BHLB Berkshire Hills Bancorp I

Ownership history in Select Asset Management & Trust  ·  22 quarters on record

AI Ownership Summary

Select Asset Management & Trust reported Berkshire Hills Bancorp I (BHLB) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2023 Q4. The latest visible filing shows BHLB at 0.24% 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 Select Asset Management & Trust's position in Berkshire Hills Bancorp I, 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 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% 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 Select Asset Management & Trust 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 Q1 UNCHANGED 26,101 0% 0.24% $783 2026-05-15
2025 Q4 REDUCED 26,101 -6,144 -19.1% 0.21% $688 2026-02-10
2025 Q3 UNCHANGED 32,245 0% 0.24% $764 2025-10-30
2025 Q2 UNCHANGED 32,245 0% 0.28% $807 2025-08-14
2025 Q1 UNCHANGED 32,245 0% 0.34% $841 2025-05-12
2024 Q4 UNCHANGED 32,245 0% 0.36% $917 2025-02-13
2024 Q3 UNCHANGED 32,245 0% 0.32% $868 2024-11-14
2024 Q2 UNCHANGED 32,245 0% 0.29% $735 2024-08-12
2024 Q1 UNCHANGED 32,245 0% 0.31% $739 2024-05-14
2023 Q4 UNCHANGED 32,245 0% 0.39% $801 2024-02-13
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Select Asset Management & 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 Select Asset Management & Trust reported owning BHLB?

Select Asset Management & Trust reported BHLB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BHLB position in Select Asset Management & Trust's portfolio?

The largest reported portfolio weight for BHLB was 0.39% in 2023 Q4.

What is the latest reported BHLB position on this page?

The most recent filing on this page is 2026 Q1, when Select Asset Management & Trust reported 26,101 shares, equal to 0.24% of portfolio, with an estimated market value of $783.

What does the chart on this BHLB ownership page compare?

The chart compares Select Asset Management & 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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