NFG
BRKL

Next Financial Group’s Brookline Bancorp BRKL Stock Holding History

Next Financial Group’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
2021
Q4 		$127K Buy
7,838
+39
+0.5% +$622 0.01% 1064
2021
Q3 		$119K Buy
7,799
+43
+0.6% +$624 0.01% 1039
2021
Q2 		$116K Buy
7,756
+38
+0.5% +$608 0.01% 1047
2021
Q1 		$116K Buy
7,718
+2,605
+51% +$36.5K 0.01% 961
2020
Q4 		$62K Buy
5,113
+48
+0.9% +$519 0.01% 1131
2020
Q3 		$44K Buy
+5,065
New +$48.2K ﹤0.01% 1138

Other funds holding BRKL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's BRKL Position: Q4 2021 in Review

Next Financial Group increased its Brookline Bancorp (BRKL) stake by 0.5% in Q4 2021, buying an estimated $622 and bringing the position to 7,838 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #1064.

Next Financial Group first reported a position in BRKL in Q3 2020 and has held it in 6 quarters since. 199 funds tracked by Wall St. Rank hold BRKL as of Q4 2021.

  • Next Financial Group held 7,838 shares of Brookline Bancorp worth $127K as of Q4 2021.
  • Next Financial Group bought 39 Brookline Bancorp shares in Q4 2021, an estimated $622.
  • Brookline Bancorp made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1064 holding.
  • Next Financial Group first reported a position in Brookline Bancorp in Q3 2020 and has held it in 6 quarters since.
  • 199 funds tracked by Wall St. Rank held Brookline Bancorp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.