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Fulton Bank, N.A. Top Holdings and 13F Report (2025)

About Fulton Bank, N.A.

Investment Activity

  • Fulton Bank, N.A. has $2.59 billion in total holdings as of December 31, 2024.
  • Fulton Bank, N.A. owns shares of 665 different stocks, but just 105 companies or ETFs make up 80% of its holdings.
  • Approximately 6.19% of the portfolio was purchased this quarter.
  • About 5.52% of the portfolio was sold this quarter.
  • This quarter, Fulton Bank, N.A. has purchased 659 new stocks and bought additional shares in 258 stocks.
  • Fulton Bank, N.A. sold shares of 297 stocks and completely divested from 50 stocks this quarter.

Largest Holdings

VANGUARD INSTL INDEX FD
$172,328,054
INSTITUTIONAL EQUITY FDS INC
$84,989,237
GOLDMAN SACHS TR II
$78,584,209
WORLD FDS TR
$73,557,125
SMEAD FDS TR
$72,239,273

Largest New Holdings this Quarter

BLACKROCK INC
$2,774,972 Holding
ARISTA NETWORKS INC
$2,384,021 Holding
APTIV PLC
$2,119,642 Holding
HARRIS ASSOC INVT TR
$1,461,009 Holding
Bank of Montreal
$1,406,933 Holding

Largest Purchases this Quarter

PRINCIPAL FDS INC
1,226,399 shares (about $54.73M)
Vanguard S&P 500 ETF
16,762 shares (about $9.03M)
VANGUARD INSTL INDEX FD
16,148 shares (about $7.73M)
iShares Core S&P 500 ETF
5,773 shares (about $3.40M)
BLACKROCK INC
2,707 shares (about $2.77M)

Largest Sales this Quarter

Microchip Technology
44,056 shares (about $2.53M)
Host Hotels & Resorts
134,570 shares (about $2.36M)
ADVISORS INNER CIRCLE FD
50,808 shares (about $2.25M)
VANGUARD INDEX FDS
8,769 shares (about $1.85M)
SMEAD FDS TR
19,709 shares (about $1.56M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFulton Bank, N.A.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
VANGUARD INSTL INDEX FD
$172,328,054$7,733,308 4.7%359,8406.6%SH BEN INT
INSTITUTIONAL EQUITY FDS INC
$84,989,237$37,433 0.0%1,033,0523.3%T ROWE LARG CP I
GOLDMAN SACHS TR II
$78,584,209$591,045 -0.7%4,017,5973.0%GQG PRTNR INST
WORLD FDS TR
$73,557,125$498,263 0.7%3,421,2612.8%APPLIED FIN INST
SMEAD FDS TR
$72,239,273$1,559,180 -2.1%913,1492.8%VALUE FD Y
Apple Inc. stock logo
AAPL
Apple
$71,314,357$1,299,930 -1.8%284,7792.7%Computer and Technology
VANGUARD INDEX FDS
$70,091,063$1,260,843 1.8%129,1372.7%500INDEX ADMIR
JPMORGAN TR I
$65,074,438$484,205 0.7%1,614,7492.5%GROWTH ADVNTG I
VANGUARD SPECIALIZED FUNDS
$59,972,856$225,299 0.4%1,656,2502.3%DIV GRW FD
TIAA-CREF MUT FDS
$59,448,950$664,678 -1.1%887,6942.3%NUVEEN INDEX R6
PRINCIPAL FDS INC
$55,223,933$54,734,252 11,177.5%1,237,3712.1%MIDCAP FD R6
Microsoft Co. stock logo
MSFT
Microsoft
$49,469,768$251,214 0.5%117,3661.9%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$46,467,025$384,204 -0.8%346,0201.8%Computer and Technology
VANGUARD INDEX FDS
$45,357,620$1,852,198 -3.9%214,7401.7%GRW INDEX ADML
ADVISORS INNER CIRCLE FD III
$42,468,994$306,586 0.7%2,567,6531.6%GQG PRTN INSTL
Fulton Financial Co. stock logo
FULT
Fulton Financial
$39,362,125$313,011 -0.8%2,041,6041.5%Finance
VANGUARD INDEX FDS
$39,251,473$441,278 -1.1%120,0821.5%MDCAP INDX ADM
JPMORGAN TR I
$37,937,495$229,113 -0.6%453,0391.5%LARGE CAP GWT R6
VANGUARD INDEX FDS
$33,634,345$974,373 -2.8%292,0651.3%SMCP INDEX ADM
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$33,361,660$1,243,292 -3.6%83,0761.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$31,066,500$202,716 0.7%141,6041.2%Retail/Wholesale
UNDISCOVERED MANAGERS FDS
$30,633,164$848,992 2.9%364,2461.2%BEHAVIORAL VLU L
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$29,251,456$9,031,533 44.7%54,2891.1%ETF
VANGUARD TAX-MANAGED FDS
$29,085,977$227,128 0.8%1,893,6181.1%DEV MKTS ADMR
CAUSEWAY CAP MGMT TR
$28,114,843$281,574 -1.0%1,514,8071.1%INTL VAL INSTL
Meta Platforms, Inc. stock logo
META
Meta Platforms
$27,216,260$1,204,980 -4.2%46,4831.0%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$25,180,787$3,398,450 15.6%42,7751.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$23,618,771$948,204 -3.9%124,7690.9%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$22,396,207$1,981,073 9.7%96,6020.9%Computer and Technology
DRIEHAUS MUT FDS
$22,380,102$1,447,293 6.9%957,2320.9%SMALL GW INSTL
VANGUARD INDEX FDS
$22,048,462$446,233 -2.0%333,8650.8%VALU INDEX ADM
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$20,210,827$882,700 -4.2%109,1710.8%ETF
JOHN HANCOCK FDS III
$18,668,590$91,792 -0.5%692,7110.7%DISC VAL MCP I
ADVISORS INNER CIRCLE FD
$17,691,007$2,251,818 -11.3%399,1640.7%EDGWD GRW INST
Mastercard Incorporated stock logo
MA
Mastercard
$16,360,002$139,541 -0.8%31,0690.6%Business Services
SCHWAB CAP TR
$15,724,488$1,399,076 9.8%564,4100.6%FDL USLCOIDX I
JPMORGAN TR II
$15,392,059$1,249,713 8.8%297,6030.6%MID CAP GWH R6
TIAA-CREF MUT FDS
$15,390,090$77,461 -0.5%601,4090.6%NUVEEN CAP ID R6
Alphabet Inc. stock logo
GOOG
Alphabet
$14,790,903$581,223 4.1%77,6670.6%Computer and Technology
MATTHEWS ASIA FDS
$13,260,534$307,308 -2.3%575,5440.5%EMRG MKTS INSTIT
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$12,779,898$360,284 -2.7%53,3140.5%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$11,393,176$989,704 9.5%14,7580.4%Medical
VANGUARD BD INDEX FDS
$11,203,436$101,973 0.9%133,7080.4%MC VAL IDX ADM S
Tesla, Inc. stock logo
TSLA
Tesla
$10,445,320$1,639,186 18.6%25,8650.4%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,317,105$686,266 -6.2%22,7610.4%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$10,196,594$25,284 -0.2%26,2130.4%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$10,058,288$217,435 -2.1%31,8260.4%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$9,969,413$246,004 -2.4%11,1850.4%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$9,429,116$950,873 11.2%53,0620.4%Medical
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$8,869,733$1,432,734 19.3%117,3090.3%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$8,668,655$678,314 -7.3%146,4300.3%Computer and Technology
KLA Co. stock logo
KLAC
KLA
$8,618,150$51,040 0.6%13,6770.3%Computer and Technology
Applied Finance Valuation Large Cap ETF stock logo
VSLU
Applied Finance Valuation Large Cap ETF
$8,328,615$1,138,095 15.8%227,6200.3%ETF
Oracle Co. stock logo
ORCL
Oracle
$7,788,753$956,347 14.0%46,7400.3%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$7,658,848$421,339 5.8%52,8780.3%Oils/Energy
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$7,277,932$36,651 -0.5%7,9430.3%Retail/Wholesale
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$7,260,379$309,312 -4.1%82,1310.3%ETF
PERPETUAL AMERICAS FUNDS TRU
$7,242,281$1,472,263 -16.9%317,2260.3%JOHCM INTL SL I
VANGUARD INDEX FDS
$7,201,719$35,822 -0.5%51,0650.3%TOT STKIDX ADM
Adobe Inc. stock logo
ADBE
Adobe
$7,194,922$221,895 3.2%16,1800.3%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$7,105,259$51,033 -0.7%71,4240.3%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,876,680$495,613 7.8%47,5500.3%Medical
SOXX
iShares Semiconductor ETF
$6,844,392$157,308 -2.2%31,7620.3%ETF
GOLDMAN SACHS TR
$6,807,769$42,751 0.6%555,2820.3%INTL SCINS INSTL
VICTORY PORTFOLIOS
$6,777,852$27,458 -0.4%456,4200.3%TRIVALENT SMCP I
International Business Machines Co. stock logo
IBM
International Business Machines
$6,743,724$1,079,365 -13.8%30,6770.3%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$6,659,214$443,889 -6.2%166,5220.3%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$6,547,450$230,166 -3.4%148,9750.3%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$6,469,576$542,419 -7.7%9,1840.2%Construction
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$5,913,660$1,014,277 20.7%54,9750.2%Oils/Energy
Amphenol Co. stock logo
APH
Amphenol
$5,854,287$105,147 -1.8%84,2950.2%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$5,846,542$398,188 -6.4%52,5060.2%Consumer Discretionary
NATIONWIDE MUT FDS NEW
$5,794,792$488,620 9.2%67,2790.2%GNSCG INST SVC
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,472,899$327,291 6.4%10,8190.2%Medical
VANGUARD FENWAY FDS
$5,256,166$774,675 -12.8%59,6130.2%EQTY INCM ADML
Walmart Inc. stock logo
WMT
Walmart
$5,228,373$1,367,176 -20.7%57,8680.2%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$5,151,941$893,873 -14.8%42,6450.2%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$5,018,466$268,776 5.7%80,6050.2%Consumer Staples
HP Inc. stock logo
HPQ
HP
$4,933,948$17,392 -0.4%151,2090.2%Computer and Technology
FEDERATED HERMES EQUITY FDS
$4,918,405$142,390 -2.8%832,2170.2%FH STRA DVD IS
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4,754,786$65,591 -1.4%39,5080.2%Consumer Staples
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$4,725,956$35,870 -0.8%9,0910.2%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$4,649,817$548,126 13.4%17,8400.2%Medical
MORGAN STANLEY GBL FIXD INM
$4,632,513$269,298 -5.5%885,7570.2%CLASS I
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,632,168$61,360 1.3%27,6300.2%Consumer Staples
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$4,513,603$225,521 -4.8%24,1770.2%Retail/Wholesale
Accenture plc stock logo
ACN
Accenture
$4,451,902$305,354 7.4%12,6550.2%Computer and Technology
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$4,413,371$583,564 -11.7%22,8850.2%Finance
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$4,367,522$120,862 -2.7%8,2030.2%Finance
McKesson Co. stock logo
MCK
McKesson
$4,245,829$247,341 6.2%7,4500.2%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,245,596$149,826 3.7%8,1610.2%Medical
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$4,174,094$855,969 25.8%86,2060.2%Manufacturing
JOHN HANCOCK FDS III
$4,133,420$296,296 -6.7%184,1160.2%DSPLN VAL FD I
INVESTMENT MANAGERS SER TR
$4,122,723$70,307 1.7%189,4620.2%WCM FCS GW INSTL
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$4,111,194$377,604 -8.4%16,6580.2%Retail/Wholesale
Target Co. stock logo
TGT
Target
$4,051,885$636,833 -13.6%29,9740.2%Retail/Wholesale
Quanta Services, Inc. stock logo
PWR
Quanta Services
$3,984,442$364,722 -8.4%12,6070.2%Construction
Honeywell International Inc. stock logo
HON
Honeywell International
$3,956,236$31,625 0.8%17,5140.2%Multi-Sector Conglomerates
Fiserv, Inc. stock logo
FI
Fiserv
$3,936,051$621,190 -13.6%19,1610.2%Business Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,844,329$70,134 1.9%13,2650.1%ETF

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