Bryn Mawr Trust Advisors, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1700481 PHILADELPHIA, PA

Position in BNY

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

Position Value

$1,765,398

+$244,325 QoQ

Shares Held

12,208

-4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#745

of 1,867 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 20% Shared 0% None 80%

Financial Services · as of Jun 30, 2026

Bryn Mawr Trust Advisors, LLC holds $49,288,833 across 6 Banks - Diversified names. BNY ranks #2 (3.6% 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 This page	12,208	$1,765,398
3	C	Citigroup Inc	10,776	$1,508,208
4	BAC	Bank Of America Corp /De/	25,602	$1,458,801
5	WFC	Wells Fargo & Company/Mn	7,958	$657,649
6	TD	Toronto Dominion Bank	2,622	$318,389

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,765,398	12,208	-4.8%	Shares	Sole	2026-08-03
2026-03-31	$1,521,073	12,822	+2.2%	Shares	Sole	2026-05-04
2025-12-31	$1,456,581	12,547	-2.0%	Shares	Sole	2026-02-04
2025-09-30	$1,395,123	12,804	-3.5%	Shares	Sole	2025-11-04
2025-06-30	$1,209,029	13,270	+21.3%	Shares	Sole	2025-08-06
2025-03-31	$917,621	10,941	+52.0%	Shares	Sole	2025-05-02
2024-12-31	$553,176	7,200	0.0%	Shares	Sole	2025-02-05
2024-09-30	$517,392	7,200	0.0%	Shares	Sole	2024-10-25
2024-06-30	$431,208	7,200	-78.1%	Shares	Sole	2024-07-30
2024-03-31	$1,898,636	32,951	+291.9%	Shares	Sole	2024-05-02
2023-12-31	$437,688	8,409	+0.0%	Shares	Sole	2024-02-02
2023-09-30	$358,473	8,405	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.