Bryn Mawr Trust Advisors, LLC

Q2 2025 13F Combination Report, Options Holdings

Signature - Title
Donna M. Cunningham - Senior Vice President
Location
Philadelphia, PA
Options holdings as of
30 Jun 2025
Notional value
$0
Number of holdings
0
Filing time
06 Aug 2025, 13:47:37 UTC
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s).
Previous filing
Q1 2025 - 02 May 2025
Next filing
Q3 2025 - 04 Nov 2025
Stock holdings
Showing options holdings, see here for stock holdings

Bryn Mawr Trust Advisors, LLC didn't report any options holdings as of Q2 2025. Check stock holdings.

Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Donna M. Cunningham Senior Vice President Philadelphia, Pennsylvania 06 Aug 2025

On June 30, 2025, BMTA changed its legal name and business name from Bryn Mawr Capital Management, LLC to Bryn Mawr Trust Advisors, LLC. This name change is reflected throughout the entire document.

List of Other Managers Reporting for Bryn Mawr Trust Advisors, LLC:

Name Holdings Value Location File Number
POLEN CAPITAL MANAGEMENT LLC $23,415,743,562 Boca Raton, FL 028-03687
WCM INVESTMENT MANAGEMENT, LLC $48,567,796,451 Laguna Beach, CA 028-07104
Coho Partners, Ltd. $779,136,310 Berwyn, PA 028-11563