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Vertex shares owned by Bryn Mawr Trust

Quarter-by-quarter ownership of Vertex (VERX) shares owned by Bryn Mawr Trust from 13F filings

Historical chart of Bryn Mawr Trust investment in Vertex

Tip: Access up to 7 years of quarterly data

All positions including Vertex held by Bryn Mawr Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by Bryn Mawr Trust

Quarter filed Position value Share count Share price at filing
2024-06-30 $252k 7.0k 36.05
2024-03-31 $222k 7.0k 31.76

More positions owned by Bryn Mawr Trust

Vanguard Etf-equity (VEA)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Ishares Etf-equity (IWY)
Ishares Etf-equity (QUAL)
Vanguard Etf-equity (VTI)
Alphabet Common Stock (GOOG)
Ishares Etf-equity (IVV)
Jpmorgan Common Stock (JPM)
Ishares Etf-equity (IJK)
Ishares Etf-equity (IJJ)
Ishares Etf-equity (SCZ)
Amazon.com Common Stock (AMZN)
Johnson & Johnson Common Stock (JNJ)
SPDR Etf-equity (SPY)

View all positions for Bryn Mawr Trust

Top funds holding Vertex

Vanguard Group
BlackRock
BlackRock
Tensile Capital Management
Neuberger Berman Group
Fred Alger Management
Conestoga Capital Advisors
Legacy Advisors
Jpmorgan Chase & Co
Franklin Resources
TimesSquare Capital Management
Geneva Capital Management
Geode Capital Management
Hanna Zanoni
Palisade Capital Management

View all funds holding Vertex