Bryn Mawr Trust Advisors, LLC
All 13F Filings
- Location
- Philadelphia, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,079,134
- 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 |
|---|---|---|---|---|---|
| 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 | 1.657 M | 79.7% | 39.62 K | 0 | 39.62 K |
| ETFs | 415.3 K | 20.0% | 23.17 K | 0 | 23.17 K |
| Debt | 4.881 K | 0.2% | 22 | 0 | 22 |
| Other | 1.702 K | 0.1% | 1.183 K | 0 | 1.183 K |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
2,079,134
Holdings
446
QoQ value change ($000)
63,999
(3.2%)
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.