Now part of Beacon Bank and Trust (Boston, MA). Figures below are from its last filing. All recent changes →
No peer data.
Not enough history yet.
Not enough history yet.
| Quarter | Assets | Deposits | Loans | Equity | Net income YTD | ROA | NIM | Nonperforming |
|---|
Nothing unusual in — — steady quarter.
Peer lists, growth filters, CSV export, CRM push.
| Date | Role | Counterparty | Kind | Status | Regulator |
|---|---|---|---|---|---|
| Sep 10, 2025 | Target | the Vanguard Group, Inc. | Change in control | Withdrawn | Federal Reserve |
| Aug 11, 2025 | Target | Brookline Bank | Merger | Completed | Federal Reserve |
85 branches in 21 counties across 5 states (-10 vs 2024) · $10.14B branch deposits. Biggest market: Worcester, MA, ranked 4th with 7.1% of deposits.
| County | Branches | Deposits | Share | Rank |
|---|---|---|---|---|
| Worcester, MA | 12 | $2.30B | 7.12% | 4th |
| Berkshire, MA | 13 | $1.66B | 27.89% | 1st |
| Suffolk, MA | 4 | $1.17B | 0.34% | 9th |
| 18 more counties with Pro → | ||||
Massachusetts: 9th with 0.99% · Connecticut: 19th with 0.81% · New York: 76th with 0.05% · Vermont: 19th with 1.51% · Rhode Island: 20th with 0.59% · Worcester metro: 4th, 7.12% · Pittsfield metro: 1st, 27.89% ·
Branch count: 2022 107 · 2023 102 · 2024 95 · 2025 85
Ranked #356 of 4,794 mortgage lenders in 2024.
Approval rates, pricing, purchase vs. refinance, HELOCs, government lending, how much it sells vs. keeps, top states and the year-by-year trend are part of CharterBench Pro.
Home Mortgage Disclosure Act data (CFPB). Includes mortgage subsidiaries that the Philadelphia Fed’s HMDA Lender File ties to this institution. Small lenders below the HMDA reporting thresholds do not file. All mortgage lenders →