LRI Investments’s Brookline Bancorp BRKL Stock Holding History

LRI Investments’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	-556	Closed	-$5.87K	–	1315
2025 Q2	$5.87K	Sell	556 -73	-12%	-$758	﹤0.01%	977
2025 Q1	$6.86K	Hold	629	–	–	﹤0.01%	866
2024 Q4	$7.42K	Hold	629	–	–	﹤0.01%	835
2024 Q3	$7.96K	Hold	629	–	–	﹤0.01%	826
2024 Q2	$5.25K	Buy	+629	New	+$5.52K	﹤0.01%	878

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

LRI Investments's BRKL Position: Q3 2025 in Review

LRI Investments sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 556 shares — an estimated $5.87K sold.

LRI Investments first reported a position in BRKL in Q2 2024 and held it in 5 quarters. The position peaked at $7.96K in Q3 2024. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

LRI Investments reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
LRI Investments sold 556 Brookline Bancorp shares in Q3 2025, an estimated $5.87K.
LRI Investments first reported a position in Brookline Bancorp in Q2 2024 and held it in 5 quarters.
LRI Investments's Brookline Bancorp position peaked at $7.96K in Q3 2024.
3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on LRI Investments's 13F filing for Q3 2025, filed 3 Nov 2025.