IEQ Capital’s Brookline Bancorp BRKL Stock Holding History

IEQ Capital’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	-72,040	Closed	-$760K	–	1871
2025 Q2	$760K	Sell	72,040 -23,901	-25%	-$248K	﹤0.01%	960
2025 Q1	$1.05M	Buy	95,941 +41,539	+76%	+$484K	0.01%	750
2024 Q4	$642K	Buy	54,402 +41,685	+328%	+$484K	0.01%	775
2024 Q3	$128K	Buy	12,717 +167	+1%	+$1.64K	﹤0.01%	1093
2024 Q2	$105K	Buy	12,550 +186	+2%	+$1.63K	﹤0.01%	952
2024 Q1	$123K	Buy	12,364 +167	+1%	+$1.69K	﹤0.01%	917
2023 Q4	$133K	Buy	12,197 +172	+1%	+$1.63K	﹤0.01%	871
2023 Q3	$110K	Buy	+12,025	New	+$116K	﹤0.01%	886

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

IEQ Capital's BRKL Position: Q3 2025 in Review

IEQ Capital sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 72,040 shares — an estimated $760K sold.

IEQ Capital first reported a position in BRKL in Q3 2023 and held it in 8 quarters. The position peaked at $1.05M in Q1 2025. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

IEQ Capital reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 72,040 Brookline Bancorp shares in Q3 2025, an estimated $760K.
IEQ Capital first reported a position in Brookline Bancorp in Q3 2023 and held it in 8 quarters.
IEQ Capital's Brookline Bancorp position peaked at $1.05M in Q1 2025.
3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.