Wealth Enhancement Advisory Services
BRKL

Wealth Enhancement Advisory Services’s Brookline Bancorp BRKL Stock Holding History

Wealth Enhancement Advisory Services’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
-12,138
Closed -$137K – 3602
2025
Q2 		$137K Sell
12,138
-6,856
-36% -$71.2K ﹤0.01% 3083
2025
Q1 		$207K Buy
18,994
+2,701
+17% +$31.5K ﹤0.01% 2627
2024
Q4 		$192K Buy
16,293
+4,612
+39% +$53.5K ﹤0.01% 2698
2024
Q3 		$118K Buy
+11,681
New +$115K ﹤0.01% 2530

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

Wealth Enhancement Advisory Services's BRKL Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Brookline Bancorp (BRKL) in Q3 2025, closing a stake of 12,138 shares — an estimated $137K sold.

Wealth Enhancement Advisory Services first reported a position in BRKL in Q3 2024 and held it in 4 quarters. The position peaked at $207K in Q1 2025. 3 funds tracked by Wall St. Rank hold BRKL as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Brookline Bancorp position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,138 Brookline Bancorp shares in Q3 2025, an estimated $137K.
  • Wealth Enhancement Advisory Services first reported a position in Brookline Bancorp in Q3 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Brookline Bancorp position peaked at $207K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held Brookline Bancorp as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.