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[SCHEDULE 13G] Berkshire Hills Bancorp, Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary

Fuller & Thaler Asset Management, Inc. reports beneficial ownership of 2,734,139.58 shares of Berkshire Hills Bancorp Inc. common stock, representing 5.90% of the class. The filer states it is a California investment adviser and holds sole voting power over 2,703,668.58 shares and sole dispositive power over 2,734,139.58 shares as investment adviser to certain clients. Fuller & Thaler says the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer; the filing clarifies that clients retain the right to receive dividends or sale proceeds.

Fuller & Thaler Asset Management, Inc. dichiara la proprietà effettiva di 2.734.139,58 azioni di Berkshire Hills Bancorp Inc. common stock, pari a 5,90% della classe. Il dichiarante è un consulente d'investimento della California e detiene potere di voto esclusivo su 2.703.668,58 azioni e potere dispositivio esclusivo su 2.734.139,58 azioni come gestore per conto di alcuni clienti. Fuller & Thaler precisa che i titoli sono detenuti nell'ambito ordinario dell'attività e non con lo scopo di modificare o influenzare il controllo dell'emittente; la comunicazione chiarisce inoltre che i clienti mantengono il diritto a ricevere dividendi o proventi di vendita.

Fuller & Thaler Asset Management, Inc. informa de la propiedad beneficiaria de 2.734.139,58 acciones de Berkshire Hills Bancorp Inc. common stock, que representan el 5,90% de la clase. El declarante indica que es un asesor de inversiones de California y ostenta poder de voto exclusivo sobre 2.703.668,58 acciones y poder dispositvo exclusivo sobre 2.734.139,58 acciones como asesor de inversión de ciertos clientes. Fuller & Thaler afirma que los valores se mantienen en el curso ordinario del negocio y no con el propósito de cambiar o influir en el control del emisor; la presentación aclara que los clientes conservan el derecho a recibir dividendos o el producto de la venta.

Fuller & Thaler Asset Management, Inc.는 Berkshire Hills Bancorp Inc. 보통주 2,734,139.58주의 실소유권을 보유하고 있으며 이는 해당 클래스의 5.90%에 해당한다고 보고합니다. 제출인은 캘리포니아 소재 투자자문사로서 일부 고객의 투자자문사로서 2,703,668.58주에 대한 단독 의결권2,734,139.58주에 대한 단독 처분권을 보유하고 있다고 밝힙니다. Fuller & Thaler는 이 증권들이 영업 통상적인 범위에서 보유되고 있으며 발행인의 지배권을 변경하거나 영향력을 행사할 목적이 아님을 밝히고, 고객은 배당금 또는 매각대금 수령 권리를 유지한다고 명시합니다.

Fuller & Thaler Asset Management, Inc. déclare la propriété bénéficiaire de 2 734 139,58 actions de Berkshire Hills Bancorp Inc. actions ordinaires, représentant 5,90% de la catégorie. Le déclarant indique être un conseiller en investissement californien et détenir le pouvoir de vote exclusif sur 2 703 668,58 actions et le pouvoir de disposition exclusif sur 2 734 139,58 actions en qualité de conseil pour certains clients. Fuller & Thaler précise que les titres sont détenus dans le cours normal des affaires et non dans le but de modifier ou d'influencer le contrôle de l'émetteur ; le dossier précise que les clients conservent le droit de recevoir les dividendes ou le produit de la vente.

Fuller & Thaler Asset Management, Inc. meldet wirtschaftliches Eigentum an 2.734.139,58 Aktien der Berkshire Hills Bancorp Inc. Stammaktien, was 5,90% der Klasse entspricht. Der Meldende gibt an, ein Investmentberater mit Sitz in Kalifornien zu sein und hält alleinige Stimmrechte für 2.703.668,58 Aktien sowie alleinige Verfügungsgewalt über 2.734.139,58 Aktien als Investmentberater für bestimmte Mandanten. Fuller & Thaler erklärt, dass die Wertpapiere im normalen Geschäftsverlauf gehalten werden und nicht mit dem Zweck, die Kontrolle des Emittenten zu ändern oder zu beeinflussen; die Meldung stellt außerdem klar, dass die Kunden das Recht behalten, Dividenden oder Verkaufserlöse zu erhalten.

Positive
  • Disclosure of a material stake: The filer reports a 5.90% ownership position, meeting regulatory disclosure thresholds
  • Clear voting and dispositive authority: The filing specifies sole voting power (2,703,668.58) and sole dispositive power (2,734,139.58), indicating direct portfolio control by the adviser
  • Passive intent stated: The filer certifies the securities are held in the ordinary course of business and not to change or influence control
Negative
  • None.

Insights

TL;DR: A 5.90% stake by an investment adviser is material and signals sizable institutional exposure without an expressed intent to seek control.

Fuller & Thaler's reported position of 2,734,139.58 shares equals 5.90% of Berkshire Hills Bancorp's common stock, which meets the regulatory threshold requiring disclosure. The filing classifies the filer as an investment adviser and shows nearly all disclosed shares are under sole voting and dispositive power, indicating direct portfolio control on behalf of advisory clients. The certification states the holdings are in the ordinary course of business and not intended to change control, which frames the position as passive from a control standpoint. For investors, a >5% institutional stake can affect liquidity and may influence market perceptions, but the filer does not declare activist intentions.

TL;DR: Ownership surpasses 5% disclosure threshold but the filer asserts no control intent; governance impact appears limited based on the filing.

The Schedule 13G identifies Fuller & Thaler as an investment adviser with sole voting power over 2,703,668.58 shares and sole dispositive power over 2,734,139.58 shares, representing 5.90% of the class. Because the filer uses the Schedule 13G format and certifies no intent to influence control, this suggests a passive investor profile rather than an activist posture. From a governance perspective, the stake is large enough to warrant monitoring for potential engagement, but the filing contains no statements about nominations, proposals, or coordinated action that would indicate near-term governance changes.

Fuller & Thaler Asset Management, Inc. dichiara la proprietà effettiva di 2.734.139,58 azioni di Berkshire Hills Bancorp Inc. common stock, pari a 5,90% della classe. Il dichiarante è un consulente d'investimento della California e detiene potere di voto esclusivo su 2.703.668,58 azioni e potere dispositivio esclusivo su 2.734.139,58 azioni come gestore per conto di alcuni clienti. Fuller & Thaler precisa che i titoli sono detenuti nell'ambito ordinario dell'attività e non con lo scopo di modificare o influenzare il controllo dell'emittente; la comunicazione chiarisce inoltre che i clienti mantengono il diritto a ricevere dividendi o proventi di vendita.

Fuller & Thaler Asset Management, Inc. informa de la propiedad beneficiaria de 2.734.139,58 acciones de Berkshire Hills Bancorp Inc. common stock, que representan el 5,90% de la clase. El declarante indica que es un asesor de inversiones de California y ostenta poder de voto exclusivo sobre 2.703.668,58 acciones y poder dispositvo exclusivo sobre 2.734.139,58 acciones como asesor de inversión de ciertos clientes. Fuller & Thaler afirma que los valores se mantienen en el curso ordinario del negocio y no con el propósito de cambiar o influir en el control del emisor; la presentación aclara que los clientes conservan el derecho a recibir dividendos o el producto de la venta.

Fuller & Thaler Asset Management, Inc.는 Berkshire Hills Bancorp Inc. 보통주 2,734,139.58주의 실소유권을 보유하고 있으며 이는 해당 클래스의 5.90%에 해당한다고 보고합니다. 제출인은 캘리포니아 소재 투자자문사로서 일부 고객의 투자자문사로서 2,703,668.58주에 대한 단독 의결권2,734,139.58주에 대한 단독 처분권을 보유하고 있다고 밝힙니다. Fuller & Thaler는 이 증권들이 영업 통상적인 범위에서 보유되고 있으며 발행인의 지배권을 변경하거나 영향력을 행사할 목적이 아님을 밝히고, 고객은 배당금 또는 매각대금 수령 권리를 유지한다고 명시합니다.

Fuller & Thaler Asset Management, Inc. déclare la propriété bénéficiaire de 2 734 139,58 actions de Berkshire Hills Bancorp Inc. actions ordinaires, représentant 5,90% de la catégorie. Le déclarant indique être un conseiller en investissement californien et détenir le pouvoir de vote exclusif sur 2 703 668,58 actions et le pouvoir de disposition exclusif sur 2 734 139,58 actions en qualité de conseil pour certains clients. Fuller & Thaler précise que les titres sont détenus dans le cours normal des affaires et non dans le but de modifier ou d'influencer le contrôle de l'émetteur ; le dossier précise que les clients conservent le droit de recevoir les dividendes ou le produit de la vente.

Fuller & Thaler Asset Management, Inc. meldet wirtschaftliches Eigentum an 2.734.139,58 Aktien der Berkshire Hills Bancorp Inc. Stammaktien, was 5,90% der Klasse entspricht. Der Meldende gibt an, ein Investmentberater mit Sitz in Kalifornien zu sein und hält alleinige Stimmrechte für 2.703.668,58 Aktien sowie alleinige Verfügungsgewalt über 2.734.139,58 Aktien als Investmentberater für bestimmte Mandanten. Fuller & Thaler erklärt, dass die Wertpapiere im normalen Geschäftsverlauf gehalten werden und nicht mit dem Zweck, die Kontrolle des Emittenten zu ändern oder zu beeinflussen; die Meldung stellt außerdem klar, dass die Kunden das Recht behalten, Dividenden oder Verkaufserlöse zu erhalten.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Fuller & Thaler Asset Management, Inc.
Signature:Hanna Zanoni
Name/Title:Hanna Zanoni,Chief Compliance Officer
Date:08/14/2025

FAQ

How many Berkshire Hills Bancorp (BHLB) shares does Fuller & Thaler own?

Fuller & Thaler Asset Management, Inc. reports beneficial ownership of 2,734,139.58 shares of Berkshire Hills Bancorp common stock.

What percentage of BHLB does Fuller & Thaler's holding represent?

The reported position represents 5.90% of Berkshire Hills Bancorp's common stock class.

Does Fuller & Thaler have voting control over the shares of BHLB?

Yes, the filer reports sole voting power over 2,703,668.58 shares and sole dispositive power over 2,734,139.58 shares.

Is Fuller & Thaler acting to influence control of Berkshire Hills Bancorp?

The filing certifies the securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer.

What type of filer is Fuller & Thaler in this Schedule 13G?

The filing classifies Fuller & Thaler Asset Management, Inc. as an investment adviser (IA) organized in California.
Berkshire Hills Bancorp Inc

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