TWD
BRKL

True Wealth Design’s Brookline Bancorp BRKL Stock Holding History

True Wealth Design’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
Q2 		– Sell
-11
Closed -$120 – 2604
2025
Q1 		$120 Sell
11
-54
-83% -$629 ﹤0.01% 2135
2024
Q4 		$767 Sell
65
-48
-42% -$557 ﹤0.01% 1009
2024
Q3 		$1.14K Buy
+113
New +$1.11K ﹤0.01% 940

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

True Wealth Design's BRKL Position: Q2 2025 in Review

True Wealth Design sold out of Brookline Bancorp (BRKL) in Q2 2025, closing a stake of 11 shares — an estimated $120 sold.

True Wealth Design first reported a position in BRKL in Q3 2024 and held it in 3 quarters. The position peaked at $1.14K in Q3 2024. 221 funds tracked by Wall St. Rank hold BRKL as of Q2 2025.

  • True Wealth Design reported no remaining Brookline Bancorp position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 11 Brookline Bancorp shares in Q2 2025, an estimated $120.
  • True Wealth Design first reported a position in Brookline Bancorp in Q3 2024 and held it in 3 quarters.
  • True Wealth Design's Brookline Bancorp position peaked at $1.14K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.