PWMAI
BRKL

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Brookline Bancorp BRKL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-886
Closed -$9.35K – 541
2025
Q2 		$9.35K Buy
+886
New +$9.2K ﹤0.01% 366
2024
Q4 		– Sell
-12,162
Closed -$123K – 478
2024
Q3 		$123K Sell
12,162
-723
-6% -$7.1K 0.06% 140
2024
Q2 		$108K Buy
12,885
+1,490
+13% +$13.1K 0.06% 143
2024
Q1 		$114K Buy
11,395
+147
+1% +$1.49K 0.07% 141
2023
Q4 		$123K Buy
11,248
+153
+1% +$1.45K 0.08% 128
2023
Q3 		$101K Sell
11,095
-2,704
-20% -$26.1K 0.07% 128
2023
Q2 		$121K Buy
13,799
+1,366
+11% +$12.5K 0.09% 115
2023
Q1 		$131K Buy
12,433
+3,717
+43% +$46.8K 0.1% 105
2022
Q4 		$123K Buy
+8,716
New +$117K 0.11% 104

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BRKL Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 886 shares — an estimated $9.35K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BRKL in Q4 2022 and held it in 9 quarters. The position peaked at $131K in Q1 2023. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 886 Brookline Bancorp shares in Q3 2025, an estimated $9.35K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Brookline Bancorp in Q4 2022 and held it in 9 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Brookline Bancorp position peaked at $131K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.