Bryn Mawr Trust Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1700481 PHILADELPHIA, PA

Position in BAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,458,801

+$184,233 QoQ

Shares Held

25,602

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,655

of 3,594 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Financial Services · as of Jun 30, 2026

Bryn Mawr Trust Advisors, LLC holds $49,288,833 across 6 Banks - Diversified names. BAC ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	133,139	$43,580,388
2	BNY	Bank of New York Mellon Corp	12,208	$1,765,398
3	C	Citigroup Inc	10,776	$1,508,208
4	BAC	Bank Of America Corp /De/ This page	25,602	$1,458,801
5	WFC	Wells Fargo & Company/Mn	7,958	$657,649
6	TD	Toronto Dominion Bank	2,622	$318,389

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,458,801	25,602	-2.1%	Shares	Sole	2026-08-03
2026-03-31	$1,274,568	26,145	+27.1%	Shares	Sole	2026-05-04
2025-12-31	$1,131,515	20,573	+9.1%	Shares	Sole	2026-02-04
2025-09-30	$972,884	18,858	+5.7%	Shares	Sole	2025-11-04
2025-06-30	$844,094	17,838	+11.7%	Shares	Sole	2025-08-06
2025-03-31	$666,511	15,972	-72.7%	Shares	Sole	2025-05-02
2024-12-31	$2,568,394	58,439	+2.1%	Shares	Sole	2025-02-05
2024-09-30	$2,270,449	57,219	-0.6%	Shares	Sole	2024-10-25
2024-06-30	$2,290,274	57,588	+12.2%	Shares	Sole	2024-07-30
2024-03-31	$1,946,016	51,319	-1.3%	Shares	Sole	2024-05-02
2023-12-31	$1,751,446	52,018	+18.0%	Shares	Sole	2024-02-02
2023-09-30	$1,207,403	44,098	+418.7%	Shares	Sole	2023-11-08
2023-06-30	$243,922	8,502	-0.1%	Shares	Sole	2023-08-11
2023-03-31	$243,357	8,509	-3.7%	Shares	Sole	2023-05-02
2022-12-31	$292,780	8,840	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.