Bryn Mawr Trust Advisors, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Bryn Mawr Trust Advisors, LLC opened 21 positions, added to 128, reduced 120, sold out of 11 and left 18 unchanged. The largest increase in value was KLAC (+$17,915,639); the largest decrease was SYY (-$4,289,987).
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 11,922; Shares 2026-06-30 0.
- WY: Country of operation United States; Class COM NEW; Shares 2026-03-31 20,850; Shares 2026-06-30 0.
- ULTA: Country of operation United States; Class COM; Shares 2026-03-31 921; Shares 2026-06-30 0.
- ZTS: Country of operation United States; Class CL A; Shares 2026-03-31 3,888; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1700481): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Elser Financial Planning, Inc | United States | $2.060B | 132 |
| EMERALD MUTUAL FUND ADVISERS TRUST | United States | $2.061B | 199 |
| SAX WEALTH ADVISORS, LLC | United States | $2.064B | 482 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | United States | $2.055B | 122 |
| Granahan Investment Management, LLC | United States | $2.067B | 149 |
| Goelzer Investment Management, Inc. | United States | $2.068B | 297 |
| PFG Advisors | United States | $2.054B | 788 |
| 3EDGE Asset Management, LP | United States | $2.069B | 91 |
| Hills Bank & Trust Co | United States | $2.069B | 525 |
| Sound Income Strategies, LLC | United States | $2.071B | 2,596 |