Connecticut Wealth Management’s Brookline Bancorp BRKL Stock Holding History

Connecticut Wealth 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	-14,157	Closed	-$149K	–	319
2025 Q2	$149K	Hold	14,157	–	–	0.01%	306
2025 Q1	$154K	Hold	14,157	–	–	0.01%	300
2024 Q4	$167K	Sell	14,157 -2,178	-13%	-$25.3K	0.01%	265
2024 Q3	$165K	Hold	16,335	–	–	0.01%	321
2024 Q2	$136K	Buy	+16,335	New	+$143K	0.01%	319

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

Connecticut Wealth Management's BRKL Position: Q3 2025 in Review

Connecticut Wealth Management sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 14,157 shares — an estimated $149K sold.

Connecticut Wealth Management first reported a position in BRKL in Q2 2024 and held it in 5 quarters. The position peaked at $167K in Q4 2024. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

Connecticut Wealth Management reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
Connecticut Wealth Management sold 14,157 Brookline Bancorp shares in Q3 2025, an estimated $149K.
Connecticut Wealth Management first reported a position in Brookline Bancorp in Q2 2024 and held it in 5 quarters.
Connecticut Wealth Management's Brookline Bancorp position peaked at $167K in Q4 2024.
3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on Connecticut Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.