Carson Wealth (CWM LLC)
BRKL

Carson Wealth (CWM LLC)’s Brookline Bancorp BRKL Stock Holding History

Carson Wealth (CWM LLC)’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
-26,779
Closed -$283K – 5279
2025
Q2 		$283K Sell
26,779
-7,748
-22% -$80.5K ﹤0.01% 1907
2025
Q1 		$376K Buy
34,527
+9,715
+39% +$113K ﹤0.01% 1569
2024
Q4 		$293K Buy
24,812
+3,299
+15% +$38.3K ﹤0.01% 1602
2024
Q3 		$217K Buy
21,513
+12,686
+144% +$125K ﹤0.01% 1716
2024
Q2 		$74K Buy
8,827
+8,364
+1,806% +$73.4K ﹤0.01% 2187
2024
Q1 		$5K Sell
463
-503
-52% -$5.08K ﹤0.01% 3633
2023
Q4 		$11K Buy
966
+299
+45% +$2.84K ﹤0.01% 3118
2023
Q3 		$6K Buy
667
+92
+16% +$889 ﹤0.01% 3349
2023
Q2 		$5K Sell
575
-592
-51% -$5.4K ﹤0.01% 3416
2023
Q1 		$12K Buy
1,167
+1,070
+1,103% +$13.5K ﹤0.01% 2837
2022
Q4 		$1K Buy
97
+40
+70% +$535 ﹤0.01% 3702
2022
Q3 		$1K Sell
57
-74
-56% -$979 ﹤0.01% 3605
2022
Q2 		$2K Sell
131
-1,028
-89% -$14.8K ﹤0.01% 3305
2022
Q1 		$18K Buy
1,159
+775
+202% +$13.1K ﹤0.01% 2132
2021
Q4 		$6K Buy
+384
New +$6.12K ﹤0.01% 2611

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

Carson Wealth (CWM LLC)'s BRKL Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 26,779 shares — an estimated $283K sold.

Carson Wealth (CWM LLC) first reported a position in BRKL in Q4 2021 and held it in 15 quarters. The position peaked at $376K in Q1 2025. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 26,779 Brookline Bancorp shares in Q3 2025, an estimated $283K.
  • Carson Wealth (CWM LLC) first reported a position in Brookline Bancorp in Q4 2021 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Brookline Bancorp position peaked at $376K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.