AT
BRKL

Avalon Trust’s Brookline Bancorp BRKL Stock Holding History

Avalon Trust’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
Q2 		– Sell
-20,000
Closed -$218K – 408
2025
Q1 		$218K Hold
20,000
– – 0.02% 126
2024
Q4 		$236K Hold
20,000
– – 0.02% 114
2024
Q3 		$202K Hold
20,000
– – 0.01% 121
2024
Q2 		$167K Hold
20,000
– – 0.01% 135
2024
Q1 		$199K Hold
20,000
– – 0.02% 132
2023
Q4 		$218K Sell
20,000
-33,550
-63% -$319K 0.02% 118
2023
Q3 		$488K Hold
53,550
– – 0.05% 81
2023
Q2 		$468K Hold
53,550
– – 0.04% 85
2023
Q1 		$562K Buy
+53,550
New +$675K 0.06% 80

Other funds holding BRKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avalon Trust's BRKL Position: Q2 2025 in Review

Avalon Trust sold out of Brookline Bancorp (BRKL) in Q2 2025, closing a stake of 20,000 shares — an estimated $218K sold.

Avalon Trust first reported a position in BRKL in Q1 2023 and held it in 9 quarters. The position peaked at $562K in Q1 2023. 220 funds tracked by Wall St. Rank hold BRKL as of Q2 2025.

  • Avalon Trust reported no remaining Brookline Bancorp position as of Q2 2025 after selling out during the quarter.
  • Avalon Trust sold 20,000 Brookline Bancorp shares in Q2 2025, an estimated $218K.
  • Avalon Trust first reported a position in Brookline Bancorp in Q1 2023 and held it in 9 quarters.
  • Avalon Trust's Brookline Bancorp position peaked at $562K in Q1 2023.
  • 220 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2025.

Based on Avalon Trust's 13F filing for Q2 2025, filed 8 Aug 2025.