Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRYN MAWR TRUST Co (CIK 900974) reported $4.20B across 1,402 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($262.9M, 6.27%), CMCSA ($228.5M, 5.45%), AAPL ($192.7M, 4.59%), MSFT ($101.1M, 2.41%), IVV ($101.0M, 2.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $262.9M | 6.27% | 4.1M | Trimmed |
| 2 | CMCSA | COMCAST CORP NEW | $228.5M | 5.45% | 8.0M | Trimmed |
| 3 | AAPL | APPLE INC | $192.7M | 4.59% | 759,306 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $101.1M | 2.41% | 273,187 | Trimmed |
| 5 | IVV | ISHARES TR | $101.0M | 2.41% | 154,684 | Added |
| 6 | IWY | ISHARES TR | $92.7M | 2.21% | 372,712 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $86.1M | 2.05% | 352,375 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $74.4M | 1.77% | 231,862 | Trimmed |
| 9 | GOOG | ALPHABET INC | $73.7M | 1.76% | 256,941 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $73.0M | 1.74% | 248,140 | Trimmed |
| 11 | SCZ | ISHARES TR | $67.5M | 1.61% | 861,100 | Trimmed |
| 12 | IWF | ISHARES TR | $58.8M | 1.40% | 137,906 | Added |
| 13 | QUAL | ISHARES TR | $58.3M | 1.39% | 304,132 | Trimmed |
| 14 | EFA | ISHARES TR | $57.6M | 1.37% | 593,527 | Added |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $54.6M | 1.30% | 76 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $52.1M | 1.24% | 80,074 | Added |
| 17 | XOM | EXXON MOBIL CORP | $49.7M | 1.18% | 292,661 | Trimmed |
| 18 | PG | PROCTER & GAMBLE CO | $48.2M | 1.15% | 333,736 | Trimmed |
| 19 | IWX | ISHARES TR | $46.8M | 1.11% | 504,648 | Trimmed |
| 20 | EEM | ISHARES TR | $45.8M | 1.09% | 806,524 | Added |
| 21 | IWR | ISHARES TR | $39.9M | 0.95% | 410,635 | Added |
| 22 | GLW | CORNING INC | $40.0M | 0.95% | 294,342 | Trimmed |
| 23 | SCHX | SCHWAB STRATEGIC TR | $38.5M | 0.92% | 1.5M | Trimmed |
| 24 | IJJ | ISHARES TR | $37.6M | 0.90% | 283,540 | Trimmed |
| 25 | IJK | ISHARES TR | $37.0M | 0.88% | 368,137 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31