CAPTRUST Financial Advisors
BRKL

CAPTRUST Financial Advisors’s Brookline Bancorp BRKL Stock Holding History

CAPTRUST Financial 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
-62,934
Closed -$664K – 2637
2025
Q2 		$664K Sell
62,934
-576
-0.9% -$5.98K ﹤0.01% 1560
2025
Q1 		$692K Sell
63,510
-626
-1% -$7.29K ﹤0.01% 1466
2024
Q4 		$757K Sell
64,136
-598
-0.9% -$6.94K ﹤0.01% 1387
2024
Q3 		$653K Buy
64,734
+2,730
+4% +$26.8K ﹤0.01% 1435
2024
Q2 		$518K Buy
62,004
+1,128
+2% +$9.9K ﹤0.01% 1481
2024
Q1 		$606K Sell
60,876
-5,173
-8% -$52.3K ﹤0.01% 1385
2023
Q4 		$721K Sell
66,049
-677
-1% -$6.43K ﹤0.01% 1480
2023
Q3 		$608K Buy
66,726
+540
+0.8% +$5.22K ﹤0.01% 1517
2023
Q2 		$578K Sell
66,186
-192
-0.3% -$1.75K ﹤0.01% 1542
2023
Q1 		$697K Sell
66,378
-2,359
-3% -$29.7K ﹤0.01% 1241
2022
Q4 		$973K Sell
68,737
-1,186
-2% -$15.9K ﹤0.01% 989
2022
Q3 		$815K Sell
69,923
-2,397
-3% -$31.7K ﹤0.01% 1022
2022
Q2 		$963K Buy
72,320
+1,814
+3% +$26K 0.01% 853
2022
Q1 		$1.11M Buy
70,506
+2,629
+4% +$44.3K 0.01% 803
2021
Q4 		$1.1M Buy
67,877
+6
+0% +$96 0.01% 778
2021
Q3 		$1.04M Buy
67,871
+324
+0.5% +$4.7K 0.01% 733
2021
Q2 		$1.01M Sell
67,547
-13
-0% -$208 0.01% 717
2021
Q1 		$1.01M Sell
67,560
-188
-0.3% -$2.63K 0.01% 695
2020
Q4 		$816K Sell
67,748
-2,816
-4% -$30.5K 0.01% 669
2020
Q3 		$612K Sell
70,564
-1,971
-3% -$18.7K 0.01% 653
2020
Q2 		$692K Sell
72,535
-5,972
-8% -$59.6K 0.01% 602
2020
Q1 		$842K Buy
78,507
+2,377
+3% +$33.9K 0.02% 450
2019
Q4 		$1.25M Buy
+76,130
New +$1.2M 0.02% 466

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

CAPTRUST Financial Advisors's BRKL Position: Q3 2025 in Review

CAPTRUST Financial Advisors sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 62,934 shares — an estimated $664K sold.

CAPTRUST Financial Advisors first reported a position in BRKL in Q4 2019 and held it in 23 quarters. The position peaked at $1.25M in Q4 2019. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

  • CAPTRUST Financial Advisors reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 62,934 Brookline Bancorp shares in Q3 2025, an estimated $664K.
  • CAPTRUST Financial Advisors first reported a position in Brookline Bancorp in Q4 2019 and held it in 23 quarters.
  • CAPTRUST Financial Advisors's Brookline Bancorp position peaked at $1.25M in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.