BFIM
BRKL

Beese Fulmer Investment Management’s Brookline Bancorp BRKL Stock Holding History

Beese Fulmer Investment Management’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
-19,368
Closed -$204K – 286
2025
Q2 		$204K Hold
19,368
– – 0.02% 280
2025
Q1 		$211K Hold
19,368
– – 0.02% 236
2024
Q4 		$229K Hold
19,368
– – 0.02% 209
2024
Q3 		$195K Sell
19,368
-1,964
-9% -$19.3K 0.02% 226
2024
Q2 		$178K Sell
21,332
-5,073
-19% -$44.5K 0.02% 217
2024
Q1 		$263K Hold
26,405
– – 0.02% 198
2023
Q4 		$288K Sell
26,405
-4,014
-13% -$38.1K 0.03% 188
2023
Q3 		$277K Sell
30,419
-173
-0.6% -$1.67K 0.03% 184
2023
Q2 		$267K Hold
30,592
– – 0.03% 184
2023
Q1 		$321K Buy
30,592
+15,992
+110% +$202K 0.04% 178
2022
Q4 		$207K Hold
14,600
– – 0.02% 210
2022
Q3 		$170K Hold
14,600
– – 0.02% 202
2022
Q2 		$194K Hold
14,600
– – 0.02% 218
2022
Q1 		$231K Hold
14,600
– – 0.03% 206
2021
Q4 		$236K Hold
14,600
– – 0.02% 215
2021
Q3 		$223K Buy
14,600
+2,000
+16% +$29K 0.03% 213
2021
Q2 		$188K Buy
+12,600
New +$202K 0.02% 228

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

Beese Fulmer Investment Management's BRKL Position: Q3 2025 in Review

Beese Fulmer Investment Management sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 19,368 shares — an estimated $204K sold.

Beese Fulmer Investment Management first reported a position in BRKL in Q2 2021 and held it in 17 quarters. The position peaked at $321K in Q1 2023. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

  • Beese Fulmer Investment Management reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 19,368 Brookline Bancorp shares in Q3 2025, an estimated $204K.
  • Beese Fulmer Investment Management first reported a position in Brookline Bancorp in Q2 2021 and held it in 17 quarters.
  • Beese Fulmer Investment Management's Brookline Bancorp position peaked at $321K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.