Mission Wealth Management’s Brookline Bancorp BRKL Stock Holding History

Mission Wealth Management’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	-10,056	Closed	-$106K	–	711
2025 Q2	$106K	Buy	10,056 +15	+0.1%	+$156	﹤0.01%	670
2025 Q1	$109K	Hold	10,041	–	–	﹤0.01%	652
2024 Q4	$118K	Hold	10,041	–	–	﹤0.01%	642
2024 Q3	$101K	Buy	+10,041	New	+$98.6K	﹤0.01%	659

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

Mission Wealth Management's BRKL Position: Q3 2025 in Review

Mission Wealth Management sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 10,056 shares — an estimated $106K sold.

Mission Wealth Management first reported a position in BRKL in Q3 2024 and held it in 4 quarters. The position peaked at $118K in Q4 2024. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

Mission Wealth Management reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
Mission Wealth Management sold 10,056 Brookline Bancorp shares in Q3 2025, an estimated $106K.
Mission Wealth Management first reported a position in Brookline Bancorp in Q3 2024 and held it in 4 quarters.
Mission Wealth Management's Brookline Bancorp position peaked at $118K in Q4 2024.
3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on Mission Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.