Bryn Mawr Trust Advisors Q2 2026: Major Purchases & Sales Observed

According to data available on InsiderSet, Bryn Mawr Trust Advisors, Llc demonstrated substantial buying activity in Q2 2026. The total portfolio value stood at $2.27 billion as of June 30th.

Technology-focused holdings were a primary area for investment growth during this period. Notably, the investor significantly increased their position in KLA Corporation (KLAC), acquiring over 85,946% more shares compared to the previous quarter. This substantial increase was also observed in other Technology stocks like Microsoft Corp (MSFT) and Alphabet Inc (GOOGL).

Looking at the broader market, Vanguard funds showed considerable interest from Bryn Mawr Trust Advisors. The allocation for VANGUARD BD INDEX FDS (BND) increased by 1.71%, while ISHARES TR (IWY) saw a slight reduction of -0.41% in its portfolio weighting.

Financial Services and Communication Services sectors also featured prominently among the investor's purchases. JPMORGAN CHASE & CO (JPM) allocation increased by 0.52%, while holdings like PACER FDS TR (COWZ) showed a significant decrease of -16.72%.

Real Estate investment was evident through the purchase of AMERICAN HOMES 4 RENT ETF (AMH), which saw an increase in allocation by 0.19%. The investor also added positions to VANGUARD INDEX FDS (VUG) and ISHARES TR (IWF).

Conversely, the investor observed significant selling activity during Q2 2026. SYSCO CORP (SYY) experienced a sharp decline of -70.87% in its portfolio weighting. Other notable exits included reductions in holdings like ISHARES TR (IWF), VANGUARD WORLD FD (VGT), and ISHARES TR (IWY).