PARSONS CAPITAL MANAGEMENT INC/RI BHLB BEACON FINANCIAL CORP.

Ownership history in PARSONS CAPITAL MANAGEMENT INC/RI  ·  4 quarters on record

AI Ownership Summary

PARSONS CAPITAL MANAGEMENT INC/RI reported BEACON FINANCIAL CORP. (BHLB) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q2. The latest visible filing shows BHLB at 0.04% 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.

What this BHLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PARSONS CAPITAL MANAGEMENT INC/RI's position in BEACON FINANCIAL CORP., 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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q2

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 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 PARSONS CAPITAL MANAGEMENT INC/RI held BHLB — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 29,860 0% 0.04% $909K 2026-07-24
2026 Q1 ADDED 29,860 +1,956 +7.0% 0.04% $896K 2026-04-15
2025 Q4 UNCHANGED 27,904 0% 0.04% $736K 2026-01-13
2025 Q3 INITIATED 27,904 0.04% $662K 2025-10-29

FAQ About PARSONS CAPITAL MANAGEMENT INC/RI and BHLB

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

How long has PARSONS CAPITAL MANAGEMENT INC/RI reported owning BHLB?

PARSONS CAPITAL MANAGEMENT INC/RI reported BHLB across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BHLB position in PARSONS CAPITAL MANAGEMENT INC/RI's portfolio?

The largest reported portfolio weight for BHLB was 0.04% in 2026 Q2.

What is the latest reported BHLB position on this page?

The most recent filing on this page is 2026 Q2, when PARSONS CAPITAL MANAGEMENT INC/RI reported 29,860 shares, equal to 0.04% of portfolio, with an estimated market value of $909K.

What does the chart on this BHLB ownership page compare?

The chart compares PARSONS CAPITAL MANAGEMENT INC/RI'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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