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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 $2.48 billion in total holdings as of March 31, 2025.
  • Fulton Bank, N.A. owns shares of 639 different stocks, but just 105 companies or ETFs make up 80% of its holdings.
  • Approximately 1.92% of the portfolio was purchased this quarter.
  • About 2.74% of the portfolio was sold this quarter.
  • This quarter, Fulton Bank, N.A. has purchased 665 new stocks and bought additional shares in 211 stocks.
  • Fulton Bank, N.A. sold shares of 332 stocks and completely divested from 55 stocks this quarter.

Largest Holdings

VANGUARD INSTL INDEX FD
$169,081,461
GOLDMAN SACHS TR II
$84,622,662
INSTITUTIONAL EQUITY FDS INC
$78,684,829
WORLD FDS TR
$72,232,272
SMEAD FDS TR
$70,056,116

Largest New Holdings this Quarter

464288257 - iShares MSCI ACWI ETF
$741,637 Holding
87244W508 - NUVEEN CORE EQUITY FD
$508,422 Holding
46654Q724 - J P MORGAN EXCHANGE TRADED F
$458,998 Holding
74834L100 - Quest Diagnostics
$438,735 Holding
16411R208 - CHENIERE ENERGY INC
$391,297 Holding

Largest Purchases this Quarter

VANGUARD INSTL INDEX FD
10,927 shares (about $4.98M)
Vanguard S&P 500 ETF
4,695 shares (about $2.41M)
DRIEHAUS MUT FDS
94,561 shares (about $1.85M)
VANGUARD INDEX FDS
3,336 shares (about $1.73M)
CAUSEWAY CAP MGMT TR
63,960 shares (about $1.31M)

Largest Sales this Quarter

VANGUARD SPECIALIZED FUNDS
132,222 shares (about $4.67M)
NVIDIA
19,038 shares (about $2.06M)
Apple
6,509 shares (about $1.45M)
JPMORGAN TR I
16,549 shares (about $1.28M)
Broadcom
7,254 shares (about $1.21M)

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
$169,081,461$4,983,057 3.0%370,7676.8%SH BEN INT
GOLDMAN SACHS TR II
$84,622,662$429,878 -0.5%3,997,2913.4%GQG PRTNR INST
INSTITUTIONAL EQUITY FDS INC
$78,684,829$400,119 0.5%1,038,3323.2%T ROWE LARG CP I
WORLD FDS TR
$72,232,272$469,540 -0.6%3,399,1652.9%APPLIED FIN INST
SMEAD FDS TR
$70,056,116$46,369 -0.1%912,5452.8%VALUE FD Y
VANGUARD INDEX FDS
$68,585,820$1,727,162 2.6%132,4732.8%500INDEX ADMIR
Apple Inc. stock logo
AAPL
Apple
$61,812,114$1,445,844 -2.3%278,2702.5%Computer and Technology
JPMORGAN TR I
$59,409,822$729,781 1.2%1,634,8312.4%GROWTH ADVNTG I
PRINCIPAL FDS INC
$55,143,400$142,196 0.3%1,240,5702.2%MIDCAP FD R6
VANGUARD SPECIALIZED FUNDS
$53,843,940$4,671,406 -8.0%1,524,0282.2%DIV GRW FD
NUVEEN CORE EQUITY FD
$53,410,960$108,221 -0.2%885,8992.2%NUVEEN INDEX R6
Microsoft Co. stock logo
MSFT
Microsoft
$44,038,126$19,896 0.0%117,3131.8%Computer and Technology
ADVISORS INNER CIRCLE FD III
$42,371,017$30,391 0.1%2,569,4961.7%GQG PRTN INSTL
VANGUARD INDEX FDS
$39,818,198$1,175,952 -2.9%208,5801.6%GRW INDEX ADML
VANGUARD INDEX FDS
$38,643,889$183,842 0.5%120,6561.6%MDCAP INDX ADM
Fulton Financial Co. stock logo
FULT
Fulton Financial
$36,890,991$41,625 -0.1%2,039,3031.5%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$35,438,308$2,063,338 -5.5%326,9821.4%Computer and Technology
JPMORGAN TR I
$33,727,593$1,278,742 -3.7%436,4901.4%LARGE CAP GWT R6
CAUSEWAY CAP MGMT TR
$32,270,022$1,307,343 4.2%1,578,7671.3%INTL VAL INSTL
VANGUARD TAX-MANAGED FDS
$32,050,308$1,108,587 3.6%1,961,4631.3%DEV MKTS ADMR
VANGUARD INDEX FDS
$31,126,552$97,423 0.3%292,9821.3%SMCP INDEX ADM
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$30,312,467$2,412,807 8.6%58,9841.2%ETF
UNDISCOVERED MANAGERS FDS
$29,871,128$414,460 1.4%369,3711.2%BEHAVIORAL VLU L
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$29,717,345$280,567 -0.9%82,2991.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$28,205,664$1,264,087 4.7%148,2481.1%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$26,388,642$402,299 -1.5%45,7851.1%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$24,173,499$138,227 0.6%43,0211.0%ETF
VANGUARD INDEX FDS
$22,406,953$88,874 -0.4%332,5460.9%VALU INDEX ADM
DRIEHAUS MUT FDS
$20,531,016$1,845,832 9.9%1,051,7930.8%SMALL GW INSTL
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$20,215,345$326,269 -1.6%107,4370.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$18,999,069$295,208 -1.5%122,8600.8%Computer and Technology
JOHN HANCOCK FDS III
$18,470,776$113,897 0.6%697,0090.7%DISC VAL MCP I
Mastercard Incorporated stock logo
MA
Mastercard
$16,705,600$323,939 -1.9%30,4780.7%Business Services
NUVEEN CORE EQUITY FD
$15,782,431$61,560 0.4%603,7640.6%NUVEEN CAP ID R6
SCHWAB CAP TR
$15,524,967$222,084 -1.4%556,4500.6%FDL USLCOIDX I
ADVISORS INNER CIRCLE FD
$15,141,675$1,160,227 -7.1%370,7550.6%EDGWD GRW INST
Broadcom Inc. stock logo
AVGO
Broadcom
$14,959,534$1,214,537 -7.5%89,3480.6%Computer and Technology
JPMORGAN TR II
$14,430,522$452,087 3.2%307,2280.6%MID CAP GWH R6
MATTHEWS ASIA FDS
$13,012,283$22,254 0.2%576,5300.5%EMRG MKTS INSTIT
Alphabet Inc. stock logo
GOOG
Alphabet
$12,492,150$358,235 3.0%79,9600.5%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$12,076,608$1,001,314 -7.7%49,2320.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$11,784,397$337,656 -2.8%22,1270.5%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$11,560,261$628,517 -5.2%13,9970.5%Medical
VANGUARD BD INDEX FDS
$11,164,179$43,664 0.4%134,2330.5%MC VAL IDX ADM S
Visa Inc. stock logo
V
Visa
$10,947,669$206,070 -1.8%31,2380.4%Business Services
AbbVie Inc. stock logo
ABBV
AbbVie
$10,870,525$247,024 -2.2%51,8830.4%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$9,512,737$917,609 -8.8%10,2010.4%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$9,451,776$155,025 -1.6%25,7900.4%Retail/Wholesale
KLA Co. stock logo
KLAC
KLA
$9,409,791$112,167 1.2%13,8420.4%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$8,443,655$592,539 -6.6%136,8280.3%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$8,434,426$411,533 -4.7%50,4180.3%Energy
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$8,414,839$1,172,825 -12.2%102,9590.3%Finance
Applied Finance Valuation Large Cap ETF stock logo
VSLU
Applied Finance Valuation Large Cap ETF
$8,338,374$366,713 4.6%238,0910.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$7,593,535$40,098 0.5%167,4060.3%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,506,913$378,779 -4.8%45,2660.3%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$7,432,708$729,535 10.9%28,6800.3%Auto/Tires/Trucks
GOLDMAN SACHS TR
$7,404,154$129,952 1.8%565,2020.3%INTL SCINS INSTL
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$7,386,541$125,789 -1.7%7,8100.3%Retail/Wholesale
VICTORY PORTFOLIOS
$7,332,395$193,983 2.7%468,8230.3%TRIVALENT SMCP I
International Business Machines Co. stock logo
IBM
International Business Machines
$7,198,707$429,436 -5.6%28,9500.3%Computer and Technology
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$6,986,8830.0%82,1310.3%ETF
PERPETUAL AMERICAS FUNDS TRU
$6,872,323$458,780 -6.3%297,3740.3%JOHCM INTL SL I
VANGUARD INDEX FDS
$6,801,909$28,088 -0.4%50,8550.3%TOT STKIDX ADM
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$6,798,276$260,100 4.0%57,1620.3%Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$6,366,229$593,300 10.3%88,8890.3%Consumer Staples
Oracle Co. stock logo
ORCL
Oracle
$6,300,956$233,762 -3.6%45,0680.3%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$6,193,618$217,399 -3.4%69,0020.3%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$6,046,659$224,444 -3.6%38,0940.2%Consumer Staples
Adobe Inc. stock logo
ADBE
Adobe
$5,957,754$247,760 -4.0%15,5340.2%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$5,723,018$493,708 -7.9%137,1440.2%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$5,671,634$83,978 -1.5%9,0500.2%Construction
Amgen Inc. stock logo
AMGN
Amgen
$5,486,707$71,345 -1.3%17,6110.2%Medical
VANGUARD FENWAY FDS
$5,448,427$82,630 1.5%60,5310.2%EQTY INCM ADML
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$5,419,419$59,548 1.1%9,1920.2%Computer and Technology
Amphenol Co. stock logo
APH
Amphenol
$5,357,719$171,190 -3.1%81,6850.2%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,354,819$311,631 -5.5%10,2240.2%Medical
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$5,334,619$642,036 -10.7%28,3500.2%ETF
FEDERATED HERMES EQUITY FDS
$5,077,234$165,741 -3.2%805,9090.2%FH STRA DVD IS
NATIONWIDE MUT FDS NEW
$5,038,523$213,992 -4.1%64,5380.2%GNSCG INST SVC
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$5,032,532$161,629 -3.1%41,3180.2%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$4,910,006$170,225 -3.4%55,9290.2%Retail/Wholesale
JOHN HANCOCK FDS III
$4,826,859$693,438 16.8%215,0040.2%DSPLN VAL FD I
MORGAN STANLEY GBL FIXD INM
$4,699,518$40,428 0.9%893,4430.2%CLASS I
The Walt Disney Company stock logo
DIS
Walt Disney
$4,690,125$492,217 -9.5%47,5190.2%Consumer Discretionary
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$4,688,104$334,909 -6.7%22,5650.2%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,639,684$69,020 -1.5%27,2250.2%Consumer Staples
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$4,609,512$307,833 7.2%92,3750.2%Manufacturing
INVESTMENT MANAGERS SER TR
$4,504,411$169,496 3.9%196,8700.2%WCM FCS GW INSTL
McKesson Co. stock logo
MCK
McKesson
$4,494,226$519,548 -10.4%6,6780.2%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$4,268,413$1,029,191 31.8%29,4130.2%Computer and Technology
HP Inc. stock logo
HPQ
HP
$4,197,526$10,550 0.3%151,5900.2%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$4,096,451$211,306 5.4%17,5640.2%Retail/Wholesale
Cintas Co. stock logo
CTAS
Cintas
$4,077,304$140,171 -3.3%19,8380.2%Business Services
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,000,458$52,662 1.3%30,1580.2%Medical
Duke Energy Co. stock logo
DUK
Duke Energy
$3,920,847$57,936 -1.5%32,1460.2%Utilities
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$3,912,287$110,208 -2.7%22,2580.2%Finance
Accenture plc stock logo
ACN
Accenture
$3,865,863$83,003 -2.1%12,3890.2%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,820,703$161,210 4.4%50,5050.2%ETF
Fiserv, Inc. stock logo
FI
Fiserv
$3,753,005$478,318 -11.3%16,9950.2%Business Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,740,572$94,820 2.6%13,6100.2%ETF

Showing largest 100 holdings. View all holdings.
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