UBS AM
BRKL

UBS AM’s Brookline Bancorp BRKL Stock Holding History

UBS AM’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
-253,246
Closed -$2.67M – 2331
2025
Q2 		$2.67M Buy
253,246
+78,673
+45% +$817K ﹤0.01% 2018
2025
Q1 		$1.9M Buy
174,573
+26,218
+18% +$305K ﹤0.01% 2014
2024
Q4 		$1.75M Buy
148,355
+12,454
+9% +$144K ﹤0.01% 2119
2024
Q3 		$1.37M Sell
135,901
-30,642
-18% -$301K ﹤0.01% 2226
2024
Q2 		$1.39M Buy
166,543
+65,482
+65% +$575K ﹤0.01% 2193
2024
Q1 		$1.01M Hold
101,061
– – ﹤0.01% 2010
2023
Q4 		$1.1M Hold
101,061
– – ﹤0.01% 1971
2023
Q3 		$921K Hold
101,061
– – ﹤0.01% 1997
2023
Q2 		$1.06M Hold
101,061
– – ﹤0.01% 1976
2023
Q1 		$1.06M Sell
101,061
-2,951
-3% -$37.2K ﹤0.01% 1976
2022
Q4 		$1.47M Buy
104,012
+34,212
+49% +$458K ﹤0.01% 1675
2022
Q3 		$813K Sell
69,800
-24,486
-26% -$324K ﹤0.01% 2091
2022
Q2 		$1.25M Sell
94,286
-6,509
-6% -$93.5K ﹤0.01% 1840
2022
Q1 		$1.59M Buy
100,795
+27,154
+37% +$458K ﹤0.01% 1911
2021
Q4 		$1.19M Hold
73,641
– – ﹤0.01% 2116
2021
Q3 		$1.12M Hold
73,641
– – ﹤0.01% 2101
2021
Q2 		$1.1M Buy
73,641
+13,281
+22% +$213K ﹤0.01% 2148
2021
Q1 		$905K Sell
60,360
-20,094
-25% -$282K ﹤0.01% 2143
2020
Q4 		$969K Sell
80,454
-15,665
-16% -$169K ﹤0.01% 2009
2020
Q3 		$831K Buy
96,119
+10,234
+12% +$97.3K ﹤0.01% 1916
2020
Q2 		$866K Buy
85,885
+14,009
+19% +$140K ﹤0.01% 1868
2020
Q1 		$811K Sell
71,876
-7,018
-9% -$100K ﹤0.01% 1776
2019
Q4 		$1.3M Sell
78,894
-17,165
-18% -$271K ﹤0.01% 1786
2019
Q3 		$1.41M Buy
96,059
+15,966
+20% +$232K ﹤0.01% 1774
2019
Q2 		$1.23M Buy
80,093
+132
+0.2% +$1.97K ﹤0.01% 1799
2019
Q1 		$1.15M Buy
79,961
+2,421
+3% +$36.3K ﹤0.01% 1768
2018
Q4 		$1.07M Sell
77,540
-1,248
-2% -$18.8K ﹤0.01% 1725
2018
Q3 		$1.32M Buy
78,788
+10
+0% +$181 ﹤0.01% 1695
2018
Q2 		$1.47M Sell
78,778
-163
-0.2% -$2.86K ﹤0.01% 1648
2018
Q1 		$1.28M Buy
78,941
+20,957
+36% +$343K ﹤0.01% 1676
2017
Q4 		$910K Sell
57,984
-749
-1% -$11.7K ﹤0.01% 1785
2017
Q3 		$910K Sell
58,733
-8,420
-13% -$122K ﹤0.01% 1747
2017
Q2 		$980K Sell
67,153
-807
-1% -$11.7K ﹤0.01% 1658
2017
Q1 		$1.06M Sell
67,960
-42,236
-38% -$665K ﹤0.01% 1620
2016
Q4 		$1.81M Sell
110,196
-11,715
-10% -$167K ﹤0.01% 1327
2016
Q3 		$1.49M Buy
121,911
+7,870
+7% +$91.4K ﹤0.01% 1496
2016
Q2 		$1.26M Sell
114,041
-50,256
-31% -$562K ﹤0.01% 1547
2016
Q1 		$1.81M Sell
164,297
-60,406
-27% -$651K ﹤0.01% 1409
2015
Q4 		$2.58M Buy
224,703
+1,066
+0.5% +$12.1K ﹤0.01% 1324
2015
Q3 		$2.27M Buy
223,637
+10,969
+5% +$119K ﹤0.01% 1365
2015
Q2 		$2.4M Buy
212,668
+6,206
+3% +$67.6K ﹤0.01% 1328
2015
Q1 		$2.08M Sell
206,462
-7,935
-4% -$77.2K ﹤0.01% 1345
2014
Q4 		$2.15M Sell
214,397
-64,428
-23% -$609K ﹤0.01% 1294
2014
Q3 		$2.38M Sell
278,825
-2,326
-0.8% -$21.1K ﹤0.01% 1246
2014
Q2 		$2.63M Sell
281,151
-1,001
-0.4% -$9.13K ﹤0.01% 1220
2014
Q1 		$2.66M Buy
282,152
+1,045
+0.4% +$9.65K ﹤0.01% 1214
2013
Q4 		$2.69M Sell
281,107
-5,585
-2% -$50.8K ﹤0.01% 1166
2013
Q3 		$2.7M Buy
286,692
+4,643
+2% +$43.8K ﹤0.01% 1148
2013
Q2 		$2.45M Buy
+282,049
New +$2.44M ﹤0.01% 1145

Other funds holding BRKL

BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS AM's BRKL Position: Q3 2025 in Review

UBS AM sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 253,246 shares — an estimated $2.67M sold.

UBS AM first reported a position in BRKL in Q2 2013 and held it in 49 quarters. The position peaked at $2.7M in Q3 2013. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

  • UBS AM reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
  • UBS AM sold 253,246 Brookline Bancorp shares in Q3 2025, an estimated $2.67M.
  • UBS AM first reported a position in Brookline Bancorp in Q2 2013 and held it in 49 quarters.
  • UBS AM's Brookline Bancorp position peaked at $2.7M in Q3 2013.
  • 3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on UBS AM's 13F filing for Q3 2025, filed 14 Nov 2025.