Bryn Mawr Trust Advisors, LLC
All 13F Filings
- Location
- Philadelphia, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,060,845
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 438 | 2,060,845 | 13F-HR | Bryn Mawr Trust Advisors, LLC |
| Q4 2025 | 2/4/2026 | 446 | 2,079,134 | 13F-HR | Bryn Mawr Trust Advisors, LLC |
| Q3 2025 | 11/4/2025 | 438 | 2,015,135 | 13F-HR | Bryn Mawr Trust Advisors, LLC |
| Q2 2025 | 8/6/2025 | 419 | 1,826,879 | 13F-HR | Bryn Mawr Trust Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.214 M | 58.9% | 0 | 443 K | -443 K |
| ETFs | 841.6 K | 40.8% | 426.3 K | 0 | 426.3 K |
| Debt | 4.763 K | 0.2% | 0 | 118 | -118 |
| Other | 251 | 0.0% | 0 | 1.451 K | -1.451 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
2,060,845
Holdings
438
QoQ value change ($000)
-18,289
(-0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.