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Portfolio (Quarterly) Guide ↗

Bryn Mawr Trust Advisors, LLC

· CIK 0001700481
13F Portfolio $2.1B AUM 438 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 128 Added 207 Reduced 34 Exited
Page 11 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VNQ VANGUARD INDEX FDS 2,332.0 $207K 0.01% -163.0 -6.5% $88.68 +7.8%
202 PPG PPG INDS INC Basic Materials 1,924.0 $206K 0.01% -445.0 -18.8% $106.88 +9.6%
203 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 11,820.0 $191K 0.01% -382.0 -3.1% $16.17 -1.3%
204 VLYPN VALLEY NATL BANCORP Financial Services 14,914.0 $183K 0.01% -195.0 -1.3% $12.28 +109.8%
205 PDBC INVESCO ACTVELY MNGD ETC FD 10,124.0 $175K 0.01% -584.0 -5.5% $17.32 -4.5%
206 GNL GLOBAL NET LEASE INC Real Estate 18,328.0 $172K 0.01% -519.0 -2.8% $9.36 -2.6%
207 PHK PIMCO HIGH INCOME FD Financial Services 11,277.0 $52K 0.00% -1K -9.1% $4.63 -1.7%
Page 11 of 11  ·  207 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.1%
Financial Services 14.2%
Healthcare 13.1%
Industrials 8.7%
Communication Services 8.3%
Consumer Cyclical 7.8%
Consumer Defensive 7.0%
Energy 6.2%
Utilities 3.6%
Basic Materials 2.3%