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Bryn Mawr Trust Advisors, LLC - Portfolio Stock Holdings

Bryn Mawr Trust Advisors, LLC disclosed 468 stock positions in a recent SEC 13F filing. $2,274,989,091 of stock holdings were filed, with the largest holdings including IVV, AAPL, and BND. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $3,513,817,710 and has 87 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

468

Est. Stock Holding Value:

$2,274,989,091

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Bryn Mawr Trust Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Bryn Mawr Trust Advisors, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.