Bryn Mawr Trust Co Top Holdings and 13F Report (2026)

About Bryn Mawr Trust Co

Investment Activity

Bryn Mawr Trust Co has $4.20 billion in total holdings as of March 31, 2026.
Bryn Mawr Trust Co owns shares of 1,423 different stocks, but just 99 companies or ETFs make up 80% of its holdings.
Approximately 3.81% of the portfolio was purchased this quarter.
About 3.57% of the portfolio was sold this quarter.
This quarter, Bryn Mawr Trust Co has purchased 1,373 new stocks and bought additional shares in 247 stocks.
Bryn Mawr Trust Co sold shares of 382 stocks and completely divested from 75 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $262,882,753
Comcast: $228,511,503
Apple: $192,704,270
Microsoft: $101,125,631
iShares Core S&P 500 ETF: $101,041,136

Largest New Holdings this Quarter

925283103 - VERSANT MEDIA GROUP INC: $11,471,017 Holding
64119N608 - NETSKOPE INC: $8,655,190 Holding
G0593M107 - AstraZeneca: $6,450,671 Holding
639193101 - NAVAN INC: $570,035 Holding
174610105 - Citizens Financial Group: $535,652 Holding

Largest Purchases this Quarter

FIGURE TECHNOLOGY SOLUTIO: 914,868 shares (about $31.06M)
iShares Russell 1000 Growth ETF: 29,847 shares (about $12.73M)
iShares Russell 1000 Value ETF: 54,941 shares (about $11.74M)
VERSANT MEDIA GROUP INC: 309,860 shares (about $11.47M)
NETSKOPE INC: 1,019,457 shares (about $8.66M)

Largest Sales this Quarter

iShares MSCI USA Quality Factor ETF: 86,030 shares (about $16.50M)
TJX Companies: 35,643 shares (about $5.69M)
Analog Devices: 14,453 shares (about $4.60M)
Vanguard Mid-Cap Value ETF: 23,273 shares (about $4.29M)
Microsoft: 10,780 shares (about $3.99M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VEA Vanguard FTSE Developed Markets ETF	$262,882,753	$2,589,665 ▼	-1.0%	4,102,415	6.3%	ETF
CMCSA Comcast	$228,511,503	$1,295,826 ▼	-0.6%	7,959,300	5.4%	Consumer Discretionary
AAPL Apple	$192,704,270	$3,677,671 ▼	-1.9%	759,306	4.6%	Computer and Technology
MSFT Microsoft	$101,125,631	$3,990,433 ▼	-3.8%	273,187	2.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$101,041,136	$1,998,823 ▲	2.0%	154,684	2.4%	ETF
IWY iShares Russell Top 200 Growth ETF	$92,745,654	$469,561 ▼	-0.5%	372,712	2.2%	ETF
JNJ Johnson & Johnson	$86,134,545	$1,938,409 ▼	-2.2%	352,375	2.1%	Medical
VTI Vanguard Total Stock Market ETF	$74,383,648	$1,931,918 ▼	-2.5%	231,862	1.8%	ETF
GOOG Alphabet	$73,706,095	$2,627,064 ▼	-3.4%	256,941	1.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$72,992,862	$2,160,017 ▼	-2.9%	248,140	1.7%	Finance
SCZ iShares MSCI EAFE Small-Cap ETF	$67,518,851	$1,199,359 ▼	-1.7%	861,100	1.6%	ETF
IWF iShares Russell 1000 Growth ETF	$58,803,118	$12,726,761 ▲	27.6%	137,906	1.4%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$58,335,559	$16,501,414 ▼	-22.0%	304,132	1.4%	ETF
EFA iShares MSCI EAFE ETF	$57,649,278	$6,029,733 ▲	11.7%	593,527	1.4%	Finance
BRK.A Berkshire Hathaway	$54,578,640	$1,436,280 ▲	2.7%	76	1.3%	Finance
SPY SPDR S&P 500 ETF Trust	$52,075,325	$1,252,555 ▲	2.5%	80,074	1.2%	Finance
XOM ExxonMobil	$49,652,865	$1,328,438 ▼	-2.6%	292,661	1.2%	Energy
PG Procter & Gamble	$48,204,828	$849,452 ▼	-1.7%	333,736	1.1%	Consumer Staples
IWX iShares Russell Top 200 Value ETF	$46,765,730	$115,930 ▼	-0.2%	504,648	1.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$45,802,498	$426,606 ▲	0.9%	806,524	1.1%	Finance
GLW Corning	$40,021,681	$1,322,988 ▼	-3.2%	294,342	1.0%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$39,926,041	$6,138,324 ▲	18.2%	410,635	1.0%	ETF
SCHX Schwab US Large-Cap ETF	$38,496,819	$935,091 ▼	-2.4%	1,501,436	0.9%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$37,569,050	$1,672,945 ▼	-4.3%	283,540	0.9%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$37,041,945	$3,203,640 ▼	-8.0%	368,137	0.9%	ETF
IWD iShares Russell 1000 Value ETF	$36,448,042	$11,739,243 ▲	47.5%	170,581	0.9%	ETF
CSCO Cisco Systems	$34,141,694	$571,528 ▼	-1.6%	440,027	0.8%	Computer and Technology
FIGURE TECHNOLOGY SOLUTIO	$31,906,210	$31,059,769 ▲	3,669.5%	939,800	0.8%	COM CL A
AMZN Amazon.com	$31,455,226	$168,282 ▼	-0.5%	151,031	0.7%	Retail/Wholesale
IWB iShares Russell 1000 ETF	$31,021,077	$474,225 ▲	1.6%	87,001	0.7%	ETF
GOOGL Alphabet	$30,716,584	$3,292,562 ▼	-9.7%	106,818	0.7%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$29,839,775	$18,324 ▲	0.1%	263,812	0.7%	ETF
BRK.B Berkshire Hathaway	$29,698,420	$3,382,673 ▲	12.9%	61,975	0.7%	Finance
QQQ Invesco QQQ	$29,616,260	$804,012 ▼	-2.6%	51,312	0.7%	Finance
VOE Vanguard Mid-Cap Value ETF	$28,448,778	$4,288,748 ▼	-13.1%	154,378	0.7%	ETF
MRK Merck & Co., Inc.	$27,254,827	$1,216,733 ▼	-4.3%	226,576	0.6%	Medical
ABT Abbott Laboratories	$26,971,717	$471,358 ▼	-1.7%	262,703	0.6%	Medical
VOT Vanguard Mid-Cap Growth ETF	$26,899,508	$2,891,070 ▼	-9.7%	104,525	0.6%	ETF
LLY Eli Lilly and Company	$25,973,385	$814,916 ▼	-3.0%	28,239	0.6%	Medical
COWZ Pacer US Cash Cows 100 ETF	$25,814,571	$3,440,737 ▼	-11.8%	412,637	0.6%	ETF
PEP PepsiCo	$24,987,248	$809,527 ▼	-3.1%	160,907	0.6%	Consumer Staples
ADI Analog Devices	$24,935,813	$4,598,077 ▼	-15.6%	78,380	0.6%	Computer and Technology
MA Mastercard	$24,912,048	$1,290,622 ▼	-4.9%	49,858	0.6%	Business Services
IWM iShares Russell 2000 ETF	$24,725,848	$3,853,920 ▲	18.5%	99,701	0.6%	Finance
TJX TJX Companies	$24,121,248	$5,692,187 ▼	-19.1%	151,041	0.6%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$23,281,643	$1,066,434 ▼	-4.4%	344,760	0.6%	ETF
CVX Chevron	$23,146,938	$458,490 ▼	-1.9%	111,875	0.6%	Energy
GWX SPDR S&P International Small Cap ETF	$22,972,149	$555,493 ▼	-2.4%	543,977	0.5%	ETF
TMO Thermo Fisher Scientific	$20,575,445	$348,003 ▼	-1.7%	41,860	0.5%	Medical
NVDA NVIDIA	$20,473,863	$2,306,789 ▲	12.7%	117,396	0.5%	Computer and Technology
V Visa	$20,320,502	$1,005,855 ▼	-4.7%	67,233	0.5%	Business Services
VWO Vanguard FTSE Emerging Markets ETF	$20,223,078	$498,287 ▲	2.5%	374,155	0.5%	ETF
IBM International Business Machines	$20,172,181	$409,397 ▲	2.1%	83,222	0.5%	Computer and Technology
JCI Johnson Controls International	$19,660,964	$517,383 ▼	-2.6%	150,141	0.5%	Construction
META Meta Platforms	$19,421,525	$66,367 ▲	0.3%	33,946	0.5%	Computer and Technology
HON Honeywell International	$18,701,044	$964,470 ▼	-4.9%	82,737	0.4%	Multi-Sector Conglomerates
MCD McDonald's	$18,411,510	$385,069 ▼	-2.0%	59,241	0.4%	Retail/Wholesale
HSY Hershey	$17,465,670	$305,390 ▼	-1.7%	84,014	0.4%	Consumer Staples
AMGN Amgen	$17,044,670	$499,627 ▼	-2.8%	48,443	0.4%	Medical
CWI SPDR MSCI ACWI ex-US ETF	$15,587,523	$198,501 ▼	-1.3%	426,005	0.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$15,442,783	$2,928,619 ▲	23.4%	124,228	0.4%	ETF
RTX RTX	$15,429,107	$84,104 ▼	-0.5%	79,985	0.4%	Aerospace
HD Home Depot	$15,346,007	$465,050 ▼	-2.9%	46,660	0.4%	Retail/Wholesale
KLAC KLA	$15,195,272	$1,253,021 ▼	-7.6%	10,320	0.4%	Computer and Technology
VZ Verizon Communications	$14,940,775	$570,975 ▼	-3.7%	297,625	0.4%	Computer and Technology
CME CME Group	$14,881,505	$329,906 ▼	-2.2%	50,386	0.4%	Finance
GFF Griffon	$14,738,414		0.0%	202,785	0.4%	Multi-Sector Conglomerates
AGG iShares Core U.S. Aggregate Bond ETF	$14,105,572	$594,230 ▼	-4.0%	142,093	0.3%	Finance
LOW Lowe's Companies	$14,047,319	$340,243 ▼	-2.4%	59,452	0.3%	Retail/Wholesale
AFL Aflac	$14,042,881	$678,337 ▼	-4.6%	128,000	0.3%	Finance
VOO Vanguard S&P 500 ETF	$13,975,500	$911,264 ▲	7.0%	23,388	0.3%	ETF
NSC Norfolk Southern	$13,817,328	$1,119,874 ▲	8.8%	48,144	0.3%	Transportation
IVE iShares S&P 500 Value ETF	$13,749,244	$336,995 ▲	2.5%	65,116	0.3%	ETF
XLE Energy Select Sector SPDR Fund	$13,561,127	$679,373 ▼	-4.8%	221,370	0.3%	ETF
DOXIMITY INC	$13,199,450		0.0%	566,500	0.3%	CL A
KO CocaCola	$12,683,239	$1,959,200 ▲	18.3%	166,775	0.3%	Consumer Staples
SYY Sysco	$12,647,736	$688,263 ▼	-5.2%	177,313	0.3%	Consumer Staples
SXI Standex International	$12,642,075	$663,910 ▼	-5.0%	49,604	0.3%	Industrials
CBOE Cboe Global Markets	$12,595,871	$433,410 ▼	-3.3%	44,814	0.3%	Financial Services
INTU Intuit	$12,547,668	$1,403,506 ▲	12.6%	29,020	0.3%	Computer and Technology
ORCL Oracle	$12,447,860	$370,129 ▼	-2.9%	84,616	0.3%	Computer and Technology
BDX Becton, Dickinson and Company	$12,197,117	$619,329 ▲	5.3%	77,575	0.3%	Medical
SYK Stryker	$11,972,505	$258,600 ▼	-2.1%	36,436	0.3%	Medical
CACI CACI International	$11,813,944	$527,010 ▼	-4.3%	21,722	0.3%	Computer and Technology
VGT Vanguard Information Technology ETF	$11,794,957	$173,035 ▼	-1.4%	16,905	0.3%	ETF
ABBV AbbVie	$11,678,126	$333,847 ▲	2.9%	53,695	0.3%	Medical
TFC Truist Financial	$11,624,342	$389,734 ▼	-3.2%	252,868	0.3%	Finance
VERSANT MEDIA GROUP INC	$11,471,017	$11,471,017 ▲	New Holding	309,860	0.3%	COM CL A
CAT Caterpillar	$10,867,777	$41,091 ▲	0.4%	15,340	0.3%	Industrials
DE Deere & Company	$10,241,357	$29,855 ▼	-0.3%	18,181	0.2%	Industrials
NEE NextEra Energy	$9,878,809	$8,638 ▼	-0.1%	106,361	0.2%	Utilities
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$9,189,821	$32,676 ▼	-0.4%	104,620	0.2%	Manufacturing
DRI Darden Restaurants	$8,987,650	$396,393 ▼	-4.2%	45,846	0.2%	Retail/Wholesale
AWK American Water Works	$8,850,477	$303,072 ▼	-3.3%	65,034	0.2%	Utilities
UNP Union Pacific	$8,824,817	$430,893 ▼	-4.7%	36,373	0.2%	Transportation
NETSKOPE INC	$8,655,190	$8,655,190 ▲	New Holding	1,019,457	0.2%	CL A
MMM 3M	$8,596,454	$136,081 ▼	-1.6%	59,192	0.2%	Multi-Sector Conglomerates
NDSN Nordson	$8,177,620	$152,452 ▼	-1.8%	30,736	0.2%	Industrials
GE GE Aerospace	$7,988,125	$29,228 ▼	-0.4%	28,150	0.2%	Aerospace
IWV iShares Russell 3000 ETF	$7,937,000	$34,473 ▼	-0.4%	21,412	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Bryn Mawr Trust Co Top Holdings and 13F Report (2026)

About Bryn Mawr Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Bryn Mawr Trust Co Top Holdings and 13F Report (2026)

About Bryn Mawr Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBryn Mawr Trust Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools