Alta Wealth Advisors’s Brookline Bancorp BRKL Stock Holding History

Alta Wealth Advisors’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	-12,613	Closed	-$133K	–	160
2025 Q2	$133K	Buy	12,613 +1,043	+9%	+$10.8K	0.06%	118
2025 Q1	$126K	Hold	11,570	–	–	0.06%	140
2024 Q4	$137K	Hold	11,570	–	–	0.06%	131
2024 Q3	$117K	Buy	+11,570	New	+$114K	0.05%	133

Other funds holding BRKL

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Alta Wealth Advisors's BRKL Position: Q3 2025 in Review

Alta Wealth Advisors sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 12,613 shares — an estimated $133K sold.

Alta Wealth Advisors first reported a position in BRKL in Q3 2024 and held it in 4 quarters. The position peaked at $137K in Q4 2024. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

Alta Wealth Advisors reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
Alta Wealth Advisors sold 12,613 Brookline Bancorp shares in Q3 2025, an estimated $133K.
Alta Wealth Advisors first reported a position in Brookline Bancorp in Q3 2024 and held it in 4 quarters.
Alta Wealth Advisors's Brookline Bancorp position peaked at $137K in Q4 2024.
3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on Alta Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.