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Profesionally Managed Portfo shares owned by Berkshire Bank

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Berkshire Bank from 13F filings

Historical chart of Berkshire Bank investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Berkshire Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Berkshire Bank

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 104k 31.62

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Min Vol (USMV)
JPMorgan Chase & Co. (JPM)
Vanguard Wellington Short Trm Tax Ex (VTES)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Visa Com Cl A (V)

View all positions for Berkshire Bank

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Glenview Trust
Rockefeller Capital Management
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Integrated Wealth Concepts
Stifel Financial
Berkshire Bank
Congress Asset Management
Clarendon Private
Gibbs Wealth Management
Portside Wealth Group
Apollon Wealth Management
Skopos Labs

View all funds holding Profesionally Managed Portfo