Pinnacle Associates’s Brookline Bancorp BRKL Stock Holding History

Pinnacle Associates’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
2024 Q4	–	Sell	-20,327	Closed	-$222K	–	841
2024 Q3	$222K	Buy	+20,327	New	+$200K	﹤0.01%	748
2024 Q2	–	Sell	-20,327	Closed	-$202K	–	816
2024 Q1	$202K	Hold	20,327	–	–	﹤0.01%	792
2023 Q4	$222K	Hold	20,327	–	–	﹤0.01%	760
2023 Q3	$185K	Hold	20,327	–	–	﹤0.01%	764
2023 Q2	$178K	Sell	20,327 -5,000	-20%	-$45.6K	﹤0.01%	769
2023 Q1	$266K	Sell	25,327 -2,000	-7%	-$25.2K	0.01%	655
2022 Q4	$387K	Hold	27,327	–	–	0.01%	556
2022 Q3	$318K	Hold	27,327	–	–	0.01%	581
2022 Q2	$364K	Sell	27,327 -500	-2%	-$7.18K	0.01%	570
2022 Q1	$440K	Hold	27,827	–	–	0.01%	588
2021 Q4	$451K	Hold	27,827	–	–	0.01%	576
2021 Q3	$425K	Hold	27,827	–	–	0.01%	574
2021 Q2	$416K	Sell	27,827 -500	-2%	-$8K	0.01%	581
2021 Q1	$425K	Buy	28,327 +8,160	+40%	+$114K	0.01%	558
2020 Q4	$243K	Buy	20,167 +196	+1%	+$2.12K	﹤0.01%	635
2020 Q3	$173K	Buy	19,971 +235	+1%	+$2.23K	﹤0.01%	647
2020 Q2	$199K	Buy	19,736 +236	+1%	+$2.36K	﹤0.01%	638
2020 Q1	$220K	Hold	19,500	–	–	0.01%	593
2019 Q4	$321K	Hold	19,500	–	–	0.01%	600
2019 Q3	$287K	Hold	19,500	–	–	0.01%	611
2019 Q2	$300K	Hold	19,500	–	–	0.01%	601
2019 Q1	$281K	Hold	19,500	–	–	0.01%	606
2018 Q4	$269K	Hold	19,500	–	–	0.01%	594
2018 Q3	$326K	Hold	19,500	–	–	0.01%	590
2018 Q2	$363K	Hold	19,500	–	–	0.01%	559
2018 Q1	$316K	Hold	19,500	–	–	0.01%	567
2017 Q4	$306K	Hold	19,500	–	–	0.01%	567
2017 Q3	$302K	Hold	19,500	–	–	0.01%	571
2017 Q2	$285K	Hold	19,500	–	–	0.01%	577
2017 Q1	$305K	Hold	19,500	–	–	0.01%	562
2016 Q4	$320K	Hold	19,500	–	–	0.01%	543
2016 Q3	$238K	Hold	19,500	–	–	﹤0.01%	573
2016 Q2	$215K	Hold	19,500	–	–	﹤0.01%	593
2016 Q1	$215K	Hold	19,500	–	–	﹤0.01%	568
2015 Q4	$224K	Hold	19,500	–	–	﹤0.01%	580
2015 Q3	$198K	Hold	19,500	–	–	﹤0.01%	594
2015 Q2	$220K	Hold	19,500	–	–	﹤0.01%	605
2015 Q1	$196K	Hold	19,500	–	–	﹤0.01%	616
2014 Q4	$196K	Hold	19,500	–	–	﹤0.01%	595
2014 Q3	$167K	Hold	19,500	–	–	﹤0.01%	595
2014 Q2	$183K	Hold	19,500	–	–	﹤0.01%	581
2014 Q1	$184K	Hold	19,500	–	–	﹤0.01%	571
2013 Q4	$186K	Hold	19,500	–	–	﹤0.01%	566
2013 Q3	$183K	Buy	+19,500	New	+$184K	﹤0.01%	549

Other funds holding BRKL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Associates's BRKL Position: Q4 2024 in Review

Pinnacle Associates sold out of Brookline Bancorp (BRKL) in Q4 2024, closing a stake of 20,327 shares — an estimated $222K sold.

Pinnacle Associates first reported a position in BRKL in Q3 2013 and held it in 44 quarters. The position peaked at $451K in Q4 2021. 219 funds tracked by Wall St. Rank hold BRKL as of Q4 2024.

Pinnacle Associates reported no remaining Brookline Bancorp position as of Q4 2024 after selling out during the quarter.
Pinnacle Associates sold 20,327 Brookline Bancorp shares in Q4 2024, an estimated $222K.
Pinnacle Associates first reported a position in Brookline Bancorp in Q3 2013 and held it in 44 quarters.
Pinnacle Associates's Brookline Bancorp position peaked at $451K in Q4 2021.
219 funds tracked by Wall St. Rank held Brookline Bancorp as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.