Bryn Mawr Trust Advisors, LLC

Position in INTU — Intuit Inc.

CIK 1700481 PHILADELPHIA, PA

Position in INTU

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

Position Value

$3,104,334

-$3,595,394 QoQ

Shares Held

11,894

-23.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#568

of 1,740 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Technology · as of Jun 30, 2026

Bryn Mawr Trust Advisors, LLC holds $15,298,523 across 10 Software - Application names. INTU ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SSNC	SS&C Technologies Holdings Inc	130,584	$8,102,737
2	INTU	Intuit Inc. This page	11,894	$3,104,334
3	CRM	Salesforce, Inc.	7,301	$1,143,774
4	ADP	Automatic Data Processing Inc	3,738	$837,125
5	SHOP	Shopify Inc.	4,480	$511,526
6	NOW	ServiceNow, Inc.	4,950	$491,436
7	CDNS	Cadence Design Systems Inc	984	$369,314
8	PAYX	Paychex Inc	2,771	$272,472

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,104,334	11,894	-23.2%	Shares	Sole	2026-08-03
2026-03-31	$6,699,728	15,495	+491.6%	Shares	Sole	2026-05-04
2025-12-31	$1,734,877	2,619	-21.6%	Shares	Sole	2026-02-04
2025-09-30	$2,280,919	3,340	+181.4%	Shares	Sole	2025-11-04
2025-06-30	$934,916	1,187	+11.5%	Shares	Sole	2025-08-06
2025-03-31	$653,899	1,065	-19.9%	Shares	Sole	2025-05-02
2024-12-31	$835,276	1,329	-18.8%	Shares	Sole	2025-02-05
2024-09-30	$1,016,577	1,637	+0.5%	Shares	Sole	2024-10-25
2024-06-30	$1,070,595	1,629	+0.4%	Shares	Sole	2024-07-30
2024-03-31	$1,054,950	1,623	-2.9%	Shares	Sole	2024-05-02
2023-12-31	$1,045,050	1,672	-0.3%	Shares	Sole	2024-02-02
2023-09-30	$856,846	1,677	+123.3%	Shares	Sole	2023-11-08
2023-06-30	$344,100	751	+21.7%	Shares	Sole	2023-08-11
2023-03-31	$275,077	617	0.0%	Shares	Sole	2023-05-02
2022-12-31	$240,148	617	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.