EWA
BRKL

EverSource Wealth Advisors’s Brookline Bancorp BRKL Stock Holding History

EverSource 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
Q3 		– Sell
-3,130
Closed -$33K – 4339
2025
Q2 		$33K Buy
3,130
+3,014
+2,598% +$31.3K ﹤0.01% 1912
2025
Q1 		$1.26K Sell
116
-26
-18% -$303 ﹤0.01% 3144
2024
Q4 		$1.68K Sell
142
-997
-88% -$11.6K ﹤0.01% 2782
2024
Q3 		$11.5K Hold
1,139
– – ﹤0.01% 1778
2024
Q2 		$11.9K Hold
1,139
– – ﹤0.01% 1750
2024
Q1 		$9.45K Hold
1,139
– – ﹤0.01% 1719
2023
Q4 		$12.4K Hold
1,139
– – ﹤0.01% 1466
2023
Q3 		$10.4K Hold
1,139
– – ﹤0.01% 1409
2023
Q2 		$9.96K Buy
+1,139
New +$10.4K ﹤0.01% 1440
2022
Q4 		– Sell
-462
Closed -$5K – 2318
2022
Q3 		$5K Buy
462
+205
+80% +$2.71K ﹤0.01% 1348
2022
Q2 		$3K Hold
257
– – ﹤0.01% 1382
2022
Q1 		$4K Hold
257
– – ﹤0.01% 1314
2021
Q4 		$4K Buy
+257
New +$4.1K ﹤0.01% 1311

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

EverSource Wealth Advisors's BRKL Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 3,130 shares — an estimated $33K sold.

EverSource Wealth Advisors first reported a position in BRKL in Q4 2021 and held it in 13 quarters. The position peaked at $33K in Q2 2025. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3,130 Brookline Bancorp shares in Q3 2025, an estimated $33K.
  • EverSource Wealth Advisors first reported a position in Brookline Bancorp in Q4 2021 and held it in 13 quarters.
  • EverSource Wealth Advisors's Brookline Bancorp position peaked at $33K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.