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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 $2.71 billion in total holdings as of June 30, 2025.
  • Fulton Bank, N.A. owns shares of 666 different stocks, but just 103 companies or ETFs make up 80% of its holdings.
  • Approximately 4.73% of the portfolio was purchased this quarter.
  • About 4.78% of the portfolio was sold this quarter.
  • This quarter, Fulton Bank, N.A. has purchased 639 new stocks and bought additional shares in 237 stocks.
  • Fulton Bank, N.A. sold shares of 333 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

VANGUARD INSTL INDEX FD
$186,743,908
GOLDMAN SACHS TR II
$90,424,789
T ROWE PRICE EQUITY FUNDS IN
$90,035,819
VANGUARD INDEX FDS
$77,598,936
WORLD FDS TR
$75,499,183

Largest New Holdings this Quarter

25434V831 - Dimensional US High Profitability ETF
$29,489,196 Holding
52106N459 - LAZARD FDS INC
$16,208,277 Holding
110448107 - British American Tobacco
$2,211,399 Holding
37733W204 - GSK
$1,804,262 Holding
921913208 - VANGUARD QUANTITATIVE FDS
$674,722 Holding

Largest Purchases this Quarter

Dimensional US High Profitability ETF
829,280 shares (about $29.49M)
LAZARD FDS INC
902,464 shares (about $16.21M)
TIAA-CREF FUND
375,293 shares (about $10.18M)
iShares Core S&P 500 ETF
4,745 shares (about $2.95M)
CAUSEWAY CAP MGMT TR
122,579 shares (about $2.76M)

Largest Sales this Quarter

VANGUARD SPECIALIZED FUNDS
891,737 shares (about $32.39M)
Fulton Financial
333,969 shares (about $6.02M)
SMEAD FDS TR
65,599 shares (about $4.92M)
PERPETUAL AMERICAS FUNDS TRU
125,161 shares (about $3.29M)
TIAA-CREF FUND
41,441 shares (about $2.94M)

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
$186,743,908$245,609 -0.1%370,2806.9%SH BEN INT
GOLDMAN SACHS TR II
$90,424,789$153,839 -0.2%3,990,5023.3%GQG PRTNR INST
T ROWE PRICE EQUITY FUNDS IN
$90,035,819$1,763,252 -1.9%1,018,3883.3%T ROWE LARG CP I
VANGUARD INDEX FDS
$77,598,936$1,746,955 2.3%135,5242.9%500INDEX ADMIR
WORLD FDS TR
$75,499,183$1,627,895 -2.1%3,327,4202.8%APPLIED FIN INST
JPMORGAN TR I
$70,868,816$489,307 0.7%1,646,1972.6%GROWTH ADVNTG I
SMEAD FDS TR
$63,512,518$4,919,272 -7.2%846,9462.3%VALUE FD Y
TIAA-CREF FUND
$59,990,356$2,943,972 -4.7%844,4582.2%NUVEEN INDEX R6
PRINCIPAL FDS INC
$58,653,563$86,253 0.1%1,242,3972.2%MIDCAP FD R6
Microsoft Corporation stock logo
MSFT
Microsoft
$57,440,905$911,753 -1.6%115,4802.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$56,477,965$614,689 -1.1%275,2742.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$53,386,400$1,726,515 3.3%337,9102.0%Computer and Technology
VANGUARD INDEX FDS
$44,555,137$2,521,767 -5.4%197,4071.6%GRW INDEX ADML
ADVISORS INNER CIRCLE FD III
$42,441,847$2,216,021 -5.0%2,441,9921.6%GQG PRTN INSTL
VANGUARD INDEX FDS
$39,620,296$2,223,708 -5.3%114,2441.5%MDCAP INDX ADM
CAUSEWAY CAP MGMT TR
$38,263,306$2,756,804 7.8%1,701,3461.4%INTL VAL INSTL
JPMORGAN TR I
$37,408,746$1,556,782 -4.0%419,0511.4%LARGE CAP GWT R6
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$36,044,343$2,539,662 7.6%63,4551.3%ETF
VANGUARD TAX-MANAGED FDS
$34,359,561$1,594,069 -4.4%1,874,4981.3%DEV MKTS ADMR
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$33,162,245$1,780,264 -5.1%78,1061.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$33,026,574$766,875 -2.3%44,7461.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$32,706,222$182,094 0.6%149,0781.2%Retail/Wholesale
VANGUARD INDEX FDS
$31,855,462$1,427,388 -4.3%280,4171.2%SMCP INDEX ADM
Fulton Financial Corporation stock logo
FULT
Fulton Financial
$30,764,225$6,024,801 -16.4%1,705,3341.1%Finance
UNDISCOVERED MANAGERS FDS
$30,583,454$335,586 1.1%373,4691.1%BEHAVIORAL VLU L
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$29,657,908$2,946,170 11.0%47,7661.1%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$29,489,196$29,489,196 New Holding829,2801.1%ETF
TIAA-CREF FUND
$26,552,058$10,177,958 62.2%979,0571.0%NUVEEN CAP ID R6
Broadcom Inc. stock logo
AVGO
Broadcom
$25,184,761$555,986 2.3%91,3650.9%Computer and Technology
DRIEHAUS MUT FDS
$24,837,384$1,498,071 6.4%1,119,3040.9%SMALL GW INSTL
VANGUARD SPECIALIZED FUNDS
$22,964,853$32,387,950 -58.5%632,2910.8%DIV GRW FD
VANGUARD INDEX FDS
$21,845,527$1,083,623 -4.7%316,8300.8%VALU INDEX ADM
Alphabet Inc. stock logo
GOOGL
Alphabet
$21,155,529$496,087 -2.3%120,0450.8%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$21,087,162$219,674 1.1%108,5680.8%ETF
JOHN HANCOCK FDS III
$20,773,979$888,283 4.5%728,1440.8%DISC VAL MCP I
SCHWAB CAP TR
$17,963,588$1,731,913 10.7%615,8230.7%FDL USLCOIDX I
Mastercard Incorporated stock logo
MA
Mastercard
$16,502,491$624,315 -3.6%29,3670.6%Business Services
JPMORGAN TR II
$16,289,354$755,695 -4.4%293,6070.6%MID CAP GWH R6
LAZARD FDS INC
$16,208,277$16,208,277 New Holding902,4640.6%GBL INFRA INST
ADVISORS INNER CIRCLE FD
$15,371,796$2,164,976 -12.3%324,9840.6%EDGWD GRW INST
MATTHEWS ASIA FDS
$14,661,384$259,240 -1.7%566,5130.5%EMRG MKTS INSTIT
Netflix, Inc. stock logo
NFLX
Netflix
$13,744,829$84,365 0.6%10,2640.5%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,459,651$813,198 -5.7%46,4270.5%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$12,664,403$1,519,700 -10.7%71,3930.5%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$11,655,367$743,464 -6.0%13,0120.4%Computer and Technology
VANGUARD BD INDEX FDS
$11,596,472$159,751 1.4%136,1080.4%MC VAL IDX ADM S
Visa Inc. stock logo
V
Visa
$10,788,193$302,858 -2.7%30,3850.4%Business Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,359,044$389,587 -3.6%21,3250.4%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$10,276,543$634,537 -5.8%13,1830.4%Medical
Applied Finance Valuation Large Cap ETF stock logo
VSLU
Applied Finance Valuation Large Cap ETF
$10,152,533$831,272 8.9%259,3240.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$9,548,849$81,673 -0.8%51,4430.4%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$9,460,044$4,400 0.0%25,8020.3%Retail/Wholesale
Oracle Corporation stock logo
ORCL
Oracle
$9,327,411$525,805 -5.3%42,6630.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$9,292,824$182,337 2.0%29,2540.3%Auto/Tires/Trucks
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$9,227,729$24,225 0.3%103,2300.3%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$9,026,892$466,234 -4.9%130,1080.3%Computer and Technology
GOLDMAN SACHS TR
$8,661,600$65,126 -0.7%560,9840.3%INTL SCINS INSTL
VICTORY PORTFOLIOS
$8,640,736$196,587 -2.2%458,3940.3%TRIVALENT SMCP I
Amphenol Corporation stock logo
APH
Amphenol
$8,120,903$54,510 0.7%82,2370.3%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$8,024,205$509,675 -6.0%27,2210.3%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$7,724,501$6,930 -0.1%7,8030.3%Retail/Wholesale
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$7,588,996$35,408 0.5%82,5160.3%ETF
VANGUARD INDEX FDS
$7,495,766$31,379 -0.4%50,6430.3%TOT STKIDX ADM
Chevron Corporation stock logo
CVX
Chevron
$7,146,183$73,170 -1.0%49,9070.3%Energy
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$7,098,413$936,351 15.2%65,8480.3%Energy
JOHN HANCOCK FDS III
$7,027,167$1,882,119 36.6%293,6550.3%DSPLN VAL FD I
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$6,893,170$350,487 -4.8%159,3060.3%Computer and Technology
United Rentals, Inc. stock logo
URI
United Rentals
$6,868,747$50,478 0.7%9,1170.3%Construction
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,735,358$179,023 -2.6%44,0940.2%Medical
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$6,695,534$71,610 -1.1%28,0500.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$5,992,604$497,049 -7.7%126,6400.2%Finance
INVESTMENT MANAGERS SER TR
$5,913,408$530,971 9.9%216,2910.2%WCM FCS GW INSTL
The Walt Disney Company stock logo
DIS
Walt Disney
$5,783,205$109,625 -1.9%46,6350.2%Consumer Discretionary
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$5,564,537$920,846 19.8%110,6930.2%Manufacturing
Adobe Inc. stock logo
ADBE
Adobe
$5,552,888$456,905 -7.6%14,3530.2%Computer and Technology
VANGUARD FENWAY FDS
$5,419,949$224,060 -4.0%58,1280.2%EQTY INCM ADML
CocaCola Company (The) stock logo
KO
CocaCola
$5,345,303$943,593 -15.0%75,5520.2%Consumer Staples
NATIONWIDE MUT FDS NEW
$5,285,170$19,500 0.4%64,7770.2%GNSCG INST SVC
Walmart Inc. stock logo
WMT
Walmart
$5,208,739$259,997 -4.8%53,2700.2%Retail/Wholesale
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$5,181,429$203,208 -3.8%28,3030.2%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,175,797$286,401 -5.2%65,3840.2%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$5,081,426$1,856,633 -26.8%27,9000.2%Consumer Staples
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$5,051,481$50,878 -1.0%40,9060.2%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$5,023,546$106,379 2.2%17,9920.2%Medical
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,824,142$607,985 14.4%57,7880.2%ETF
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$4,823,808$386,585 -7.4%8,5100.2%Computer and Technology
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$4,662,736$513,401 12.4%25,0120.2%Finance
McKesson Corporation stock logo
MCK
McKesson
$4,637,763$255,740 -5.2%6,3290.2%Medical
FEDERATED HERMES EQUITY FDS
$4,554,231$410,170 -8.3%739,3230.2%FH STRA DVD IS
PERPETUAL AMERICAS FUNDS TRU
$4,527,524$3,290,515 -42.1%172,2130.2%JOHCM INTL SL I
Cintas Corporation stock logo
CTAS
Cintas
$4,522,254$100,960 2.3%20,2910.2%Business Services
MORGAN STANLEY GBL FIXD INM
$4,501,600$260,456 -5.5%844,5770.2%CLASS I
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$4,270,467$648,025 -13.2%19,5920.2%Retail/Wholesale
Quanta Services, Inc. stock logo
PWR
Quanta Services
$4,254,155$139,511 -3.2%11,2520.2%Construction
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$4,232,972$104,514 -2.4%26,5690.2%Consumer Staples
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,135,879$608 0.0%13,6080.2%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$4,030,567$187,907 -4.5%28,6140.1%Finance
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$3,945,652$370,407 10.4%29,7090.1%ETF
HARDING LOEVNER FDS INC
$3,898,928$267,218 7.4%106,7320.1%GLOB EQT PT INST
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$3,779,875$297,821 -7.3%7,0820.1%Finance

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