Creative Planning
BRKL

Creative Planning’s Brookline Bancorp BRKL Stock Holding History

Creative Planning’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
-10,192
Closed -$108K – 3928
2025
Q2 		$108K Sell
10,192
-98
-1% -$1.02K ﹤0.01% 3413
2025
Q1 		$112K Sell
10,290
-183
-2% -$2.13K ﹤0.01% 3229
2024
Q4 		$124K Buy
10,473
+285
+3% +$3.31K ﹤0.01% 3114
2024
Q3 		$103K Buy
+10,188
New +$100K ﹤0.01% 3014
2023
Q2 		– Sell
-10,577
Closed -$111K – 2676
2023
Q1 		$111K Buy
+10,577
New +$133K ﹤0.01% 2243
2017
Q3 		– Sell
-1,000
Closed -$15K – 2116
2017
Q2 		$15K Sell
1,000
-700
-41% -$10.1K ﹤0.01% 3353
2017
Q1 		$27K Hold
1,700
– – ﹤0.01% 2905
2016
Q4 		$28K Sell
1,700
-300
-15% -$4.29K ﹤0.01% 2840
2016
Q3 		$24K Buy
+2,000
New +$23.2K ﹤0.01% 2921
2014
Q4 		– Sell
-521
Closed -$4K – 4158
2014
Q3 		$4K Hold
521
– – ﹤0.01% 3375
2014
Q2 		$5K Hold
521
– – ﹤0.01% 3196
2014
Q1 		$5K Buy
+521
New +$4.81K ﹤0.01% 3062

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

Creative Planning's BRKL Position: Q3 2025 in Review

Creative Planning sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 10,192 shares — an estimated $108K sold.

Creative Planning first reported a position in BRKL in Q1 2014 and held it in 12 quarters. The position peaked at $124K in Q4 2024. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

  • Creative Planning reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 10,192 Brookline Bancorp shares in Q3 2025, an estimated $108K.
  • Creative Planning first reported a position in Brookline Bancorp in Q1 2014 and held it in 12 quarters.
  • Creative Planning's Brookline Bancorp position peaked at $124K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.