EWA
BRKL

EP Wealth Advisors’s Brookline Bancorp BRKL Stock Holding History

EP Wealth 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
Q2 		$110K Sell
10,457
-241
-2% -$2.5K ﹤0.01% 1367
2025
Q1 		$117K Buy
+10,698
New +$125K ﹤0.01% 1226

Other funds holding BRKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EP Wealth Advisors's BRKL Position: Q2 2025 in Review

EP Wealth Advisors reduced its Brookline Bancorp (BRKL) stake by 2.3% in Q2 2025, selling an estimated $2.5K and leaving 10,457 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

EP Wealth Advisors first reported a position in BRKL in Q1 2025 and has held it in 2 quarters since. The position peaked at $117K in Q1 2025. 220 funds tracked by Wall St. Rank hold BRKL as of Q2 2025.

  • EP Wealth Advisors held 10,457 shares of Brookline Bancorp worth $110K as of Q2 2025.
  • EP Wealth Advisors sold 241 Brookline Bancorp shares in Q2 2025, an estimated $2.5K.
  • Brookline Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1367 holding.
  • EP Wealth Advisors first reported a position in Brookline Bancorp in Q1 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Brookline Bancorp position peaked at $117K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.