Cerity Partners’s Brookline Bancorp BRKL Stock Holding History

Cerity Partners’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	-99,287	Closed	-$1.05M	–	2762
2025 Q2	$1.05M	Sell	99,287 -2,019	-2%	-$21K	﹤0.01%	1497
2025 Q1	$1.1M	Buy	101,306 +85,130	+526%	+$992K	﹤0.01%	1389
2024 Q4	$184K	Sell	16,176 -241	-1%	-$2.79K	﹤0.01%	2249
2024 Q3	$166K	Buy	+16,417	New	+$161K	﹤0.01%	2364

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

Cerity Partners's BRKL Position: Q3 2025 in Review

Cerity Partners sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 99,287 shares — an estimated $1.05M sold.

Cerity Partners first reported a position in BRKL in Q3 2024 and held it in 4 quarters. The position peaked at $1.1M in Q1 2025. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

Cerity Partners reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
Cerity Partners sold 99,287 Brookline Bancorp shares in Q3 2025, an estimated $1.05M.
Cerity Partners first reported a position in Brookline Bancorp in Q3 2024 and held it in 4 quarters.
Cerity Partners's Brookline Bancorp position peaked at $1.1M in Q1 2025.
3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.