AF
BRKL

Allworth Financial’s Brookline Bancorp BRKL Stock Holding History

Allworth Financial’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-36
Closed -$380 – 4927
2025
Q2 		$380 Buy
36
+4
+13% +$42 ﹤0.01% 4200
2025
Q1 		$335 Hold
32
– – ﹤0.01% 3776
2024
Q4 		$381 Hold
32
– – ﹤0.01% 3665
2024
Q3 		$323 Hold
32
– – ﹤0.01% 3515
2024
Q2 		$322 Hold
32
– – ﹤0.01% 3480
2024
Q1 		$319 Hold
32
– – ﹤0.01% 3385
2023
Q4 		$350 Hold
32
– – ﹤0.01% 3205
2023
Q3 		$292 Buy
+32
New +$309 ﹤0.01% 3176

Other funds holding BRKL

BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's BRKL Position: Q3 2025 in Review

Allworth Financial sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 36 shares — an estimated $380 sold.

Allworth Financial first reported a position in BRKL in Q3 2023 and held it in 8 quarters. The position peaked at $381 in Q4 2024. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

  • Allworth Financial reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 36 Brookline Bancorp shares in Q3 2025, an estimated $380.
  • Allworth Financial first reported a position in Brookline Bancorp in Q3 2023 and held it in 8 quarters.
  • Allworth Financial's Brookline Bancorp position peaked at $381 in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.