Fulton Bank, N.A.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 10, 2024), Fulton Bank, N.A. reported 614 stock positions worth $2.4 billion. Its top holding was Vanguard Inst Index-Inst (VINIX) at 6.0% of the portfolio, followed by Gldmn SCHS GQG PRT Intl-Inst (GSIMX, 3.5%) and Smead Value Fund-Y (SVFYX, 3.3%). Compared with Q4 2023, it opened 47 new positions, sold out of 30, added to 243 and reduced 288. The biggest buy was a new position in Driehaus Small Cap Grow-Inst (DNSMX) and the biggest sale Vanguard Dev MKT Indx-Adm (VTMGX, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- Lancaster, PA
- CIK
- 0000883782
- Portfolio Value
- $2.4B (Q1 2024)
- SEC Filing
- 0000950123-24-003173 ↗ filed Apr 10, 2024
Holdings Value
Holdings 614 stocks · $2.4B
| VINIX Vanguard Inst Index-Inst | 5.95% | 336,057 | $145.3M | Add +7.3% |
| GSIMX Gldmn SCHS GQG PRT Intl-Inst filed as GOLDMAN SACHS GQG PARTNERS INTL INSTL SHS | 3.46% | 3,753,076 | $84.5M | Add +0.7% |
| SVFYX Smead Value Fund-Y | 3.29% | 949,493 | $80.3M | Reduce -3.8% |
| AFVZX Applied Finance Select-Inst | 3.19% | 3,430,359 | $77.8M | Reduce -0.5% |
| TRLGX T Rowe PR LRG Cap GRW-I | 3.13% | 1,027,619 | $76.4M | Reduce -3.5% |
| VDIGX Vanguard Dividend Growth-Inv | 2.73% | 1,706,452 | $66.6M | Reduce -0.1% |
| VFIAX Vanguard 500 Index-Adm | 2.65% | 133,561 | $64.8M | Reduce -1.0% |
| JGASX JPMorgan Growth Advantag-I | 2.31% | 1,524,392 | $56.4M | Add +1.8% |
| TILIX Nuveen LRG Cap GRW Indx F-R6 filed as TIAA-CREF LARGE-CAP GR IDX INSTL | 2.21% | 935,842 | $54.0M | Reduce -3.9% |
| PCBIX Principal Midcap Fund-Inst | 2.17% | 1,244,128 | $52.9M | Add +8.1% |
| MSFT Microsoft Corp. | 2.05% | 118,996 | $50.1M | Add +1.3% |
| AAPL Apple Inc. | 2.02% | 287,242 | $49.3M | Add +1.1% |
| GQGIX GQG Part Emerg MKTS Eq-Inst | 1.77% | 2,467,543 | $43.2M | Add +0.9% |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | 1.73% | 238,820 | $42.3M | Reduce -1.1% |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | 1.58% | 124,701 | $38.6M | Reduce -1.6% |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | 1.43% | 319,671 | $35.0M | Reduce -19.2% |
| JLGMX JPMorgan Large Cap Grow-R6 | 1.36% | 454,177 | $33.3M | Reduce -0.3% |
| FULT Fulton Financial Corp. | 1.33% | 2,039,858 | $32.4M | Reduce -0.7% |
| CIVIX Causeway Intl Val-Inst | 1.27% | 1,539,720 | $30.9M | Add +6.2% |
| NVDA Nvidia Corp. | 1.27% | 34,185 | $30.9M | Reduce -3.5% |
| VTMGX Vanguard Dev MKT Indx-Adm | 1.25% | 1,897,912 | $30.6M | Reduce -27.4% |
| IWF iShares Russell 1000 Growth | 1.21% | 87,329 | $29.4M | Reduce -0.9% |
| UBVLX Undisc MGRS Behav Val-L | 1.19% | 342,711 | $29.1M | Add +4.9% |
| EGFIX Edgewood Growth Fund-Inst | 1.11% | 545,810 | $27.0M | Reduce -13.6% |
| AMZN Amazon.com Inc. | 1.05% | 141,923 | $25.6M | Add +1.4% |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | 1.00% | 385,332 | $24.5M | Reduce -2.0% |
| IWD iShares Russell 1000 Value E | 0.93% | 127,031 | $22.8M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.90% | 45,066 | $21.9M | Add +0.7% |
| JVMIX JH III Disc Mid Cap Val-I filed as JHANCOCK DISCIPLINED VAL | 0.85% | 698,317 | $20.9M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 0.85% | 136,951 | $20.7M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 0.77% | 35,809 | $18.8M | Add +7.6% |
| JOHIX Johcm International Sel-Inst filed as PERPETUAL AMERICAS FUNDS TRU | 0.77% | 750,488 | $18.8M | Reduce -1.6% |
| DNSMX Driehaus Small Cap Grow-Inst | 0.68% | 753,157 | $16.6M | New |
| JMGMX JPMorgan Mid Cap Growth-R6 | 0.65% | 297,547 | $15.8M | Reduce -0.1% |
| TILVX Nuveen LRG Cap Val Indx F-R6 filed as TIAA-CREF LARGE-CAP VALUE IDX INST | 0.64% | 617,952 | $15.5M | Reduce -24.7% |
| VOO Vanguard S&P 500 ETF | 0.61% | 31,122 | $15.0M | Add +64.4% |
| MA Mastercard Inc. Class A | 0.60% | 30,316 | $14.6M | Add +1.5% |
| SFLNX Schwab Fndmntl US LRG Comp | 0.53% | 491,323 | $13.0M | Add +2.5% |
| MISMX Matthews Emrg MRK SM Co.-Inst | 0.51% | 489,571 | $12.5M | Add +78.3% |
| KLAC KLA Corp. | 0.46% | 15,939 | $11.1M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.44% | 70,717 | $10.8M | Reduce -0.2% |
| VMVAX Van Morst MD-Cap Val Ind-Adm | 0.44% | 131,990 | $10.7M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.44% | 53,169 | $10.6M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.42% | 78,237 | $10.3M | Add +1.1% |
| V Visa Inc. Class A | 0.38% | 33,447 | $9.3M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 21,983 | $9.2M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.37% | 11,642 | $9.1M | Add +2.9% |
| SOXX iShares Semiconductor ETF | 0.36% | 39,150 | $8.8M | No change |
| HD Home Depot Inc. | 0.36% | 22,947 | $8.8M | Reduce -1.1% |
| IWR iShares Russell Mid-Cap ETF | 0.33% | 94,444 | $7.9M | Reduce -3.1% |
| ABBV Abbvie Inc. | 0.32% | 43,326 | $7.9M | Reduce -3.5% |
| EFA iShares MSCI Eafe ETF | 0.32% | 97,201 | $7.8M | Reduce -2.4% |
| URI United Rentals Inc. | 0.32% | 10,753 | $7.8M | Reduce -2.7% |
| JNJ Johnson & Johnson | 0.30% | 47,050 | $7.4M | Reduce -0.9% |
| AVGO Broadcom Inc. | 0.30% | 5,578 | $7.4M | Reduce -1.9% |
| VZ Verizon Communications Inc. | 0.30% | 175,914 | $7.4M | Add +1.9% |
| CSCO Cisco Systems Inc. | 0.30% | 146,436 | $7.3M | Add +6.6% |
| ADBE Adobe Inc. | 0.30% | 14,375 | $7.3M | Add +8.9% |
| GICIX Gldmn SCHS Intl S/C Insg-Ins | 0.29% | 551,916 | $7.2M | Reduce -5.0% |
| MISIX Victory Trivalent Intl SM-I | 0.29% | 459,453 | $7.1M | Reduce -6.5% |
| CVX Chevron Corp. | 0.29% | 44,223 | $7.0M | Add +5.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 56,254 | $6.9M | Add +3.0% |
| INTC Intel Corp. | 0.28% | 153,543 | $6.8M | Reduce -1.3% |
| SVAIX Fed Herm Strat Val DVD-Is | 0.27% | 1,185,236 | $6.7M | Reduce -14.4% |
| VEIRX Vanguard Equity Income-Adm | 0.27% | 72,768 | $6.6M | Reduce -4.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 34,142 | $6.5M | Add +5.2% |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm | 0.27% | 51,368 | $6.5M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 0.26% | 13,032 | $6.4M | Reduce -1.0% |
| NFLX Netflix Inc. | 0.26% | 10,589 | $6.4M | Add +4.6% |
| JVLIX JH III-Disciplined Val-I | 0.25% | 242,914 | $6.0M | Add +536.4% |
| TGT Target Corp. | 0.24% | 33,679 | $6.0M | Add +1.6% |
| DINDX MRGN Stnly Incm Opr FND-Iusd filed as MORGAN STANLEY GBL FIXD INM | 0.23% | 1,075,885 | $5.6M | Reduce -23.4% |
| COST Costco Wholesale Corp. | 0.22% | 7,471 | $5.5M | Reduce -0.6% |
| APH Amphenol Corp. Class A | 0.22% | 46,552 | $5.4M | Add +1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 52,587 | $5.3M | Add +2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 139,879 | $5.3M | Reduce -0.8% |
| NWKDX Nationw Gnva S/C GR-Inst SRV | 0.21% | 63,160 | $5.2M | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 0.21% | 19,873 | $5.1M | Add +7.3% |
| MCHP Microchip Technology Inc. | 0.20% | 55,409 | $5.0M | Add +10.8% |
| WMT Walmart Inc. | 0.20% | 82,188 | $4.9M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 0.20% | 29,906 | $4.9M | Reduce -1.1% |
| ROP Roper Technologies Inc. | 0.20% | 8,543 | $4.8M | Add +14.3% |
| KO The Coca-Cola Co. | 0.19% | 77,586 | $4.7M | Reduce -1.4% |
| COP Conocophillips | 0.19% | 37,042 | $4.7M | Add +2.8% |
| WCMIX WCM Focused Intl Growth-Inst | 0.19% | 184,784 | $4.7M | Add +46.4% |
| VSLU Applied Finance Valuat ETF | 0.19% | 141,540 | $4.6M | Add +202.9% |
| XOM Exxon Mobil Corp. | 0.18% | 38,548 | $4.5M | Reduce -9.1% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 7,635 | $4.4M | Reduce -0.8% |
| HPQ HP Inc. | 0.18% | 145,111 | $4.4M | Add +8.0% |
| DUK Duke Energy Corp. | 0.18% | 45,218 | $4.4M | Reduce -0.3% |
| DHLRX Diamond Hill Large Cap-I | 0.18% | 122,956 | $4.3M | Reduce -15.6% |
| PM Philip Morris International | 0.18% | 46,773 | $4.3M | Add +0.9% |
| STZ Constellation Brands Inc. Class A | 0.18% | 15,739 | $4.3M | Add +3.4% |
| UNP Union Pacific Corp. | 0.17% | 17,070 | $4.2M | Add +3.8% |
| DKS Dick's Sporting Goods Inc. | 0.17% | 18,483 | $4.2M | Reduce -1.4% |
| DRI Darden Restaurants Inc. | 0.17% | 24,828 | $4.1M | Add +2.9% |
| PWR Quanta Services Inc. | 0.17% | 15,908 | $4.1M | Reduce -0.1% |
| MCK McKesson Corp. | 0.17% | 7,684 | $4.1M | Reduce -1.0% |
| PNC PNC Financial Services Group | 0.17% | 25,187 | $4.1M | Reduce -2.2% |
| AMP Ameriprise Financial Inc. | 0.17% | 9,252 | $4.1M | Reduce -2.6% |
Portfolio Sells Q4 2023 → Q1 2024
| VTMGX Vanguard Dev MKT Indx-Adm | Reduce -27.4% | 1.25% | −0.56 |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | Reduce -19.2% | 1.43% | −0.39 |
| TILVX Nuveen LRG Cap Val Indx F-R6 | Reduce -24.7% | 0.64% | −0.22 |
| FULT Fulton Financial Corp. | Reduce -0.7% | 1.33% | −0.19 |
| EGFIX Edgewood Growth Fund-Inst | Reduce -13.6% | 1.11% | −0.14 |
| VDIGX Vanguard Dividend Growth-Inv | Reduce -0.1% | 2.73% | −0.13 |
| QISGX Fed Herm MDT SM Cap GR-Inst | Reduce -72.6% | 0.04% | −0.10 |
| DINDX MRGN Stnly Incm Opr FND-Iusd | Reduce -23.4% | 0.23% | −0.10 |
| PFE Pfizer Inc. | Reduce -36.4% | 0.13% | −0.10 |
| SVFYX Smead Value Fund-Y | Reduce -3.8% | 3.29% | −0.10 |
| TSLA Tesla Inc. | Reduce -4.2% | 0.15% | −0.09 |
| VEMAX Vanguard Em MKT STK Ind-Adm | Reduce -41.2% | 0.11% | −0.09 |
| INTC Intel Corp. | Reduce -1.3% | 0.28% | −0.07 |
| SVAIX Fed Herm Strat Val DVD-Is | Reduce -14.4% | 0.27% | −0.07 |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | Reduce -1.6% | 1.58% | −0.06 |
| TILIX Nuveen LRG Cap GRW Indx F-R6 | Reduce -3.9% | 2.21% | −0.06 |
| AMGN Amgen Inc. | Reduce -20.3% | 0.14% | −0.06 |
| MDT Medtronic PLC | Reduce -46.1% | 0.06% | −0.05 |
| HLMIX Hrdng LVNR Intl Eqty-Inst | Reduce -19.7% | 0.15% | −0.05 |
| AFVZX Applied Finance Select-Inst | Reduce -0.5% | 3.19% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -1.0% | 0.26% | −0.05 |
| VMGMX Vngrd Mrgst MD-CP GR Idx-Adm | Reduce -40.0% | 0.07% | −0.05 |
| NKE Nike Inc. Class B | Reduce -10.1% | 0.12% | −0.05 |
| ODFL Old Dominion Freight Line | Reduce -51.1% | 0.04% | −0.05 |
| WBA Walgreens Boots Alliance Inc. | Reduce -16.5% | 0.08% | −0.05 |
| COLD Americold Realty Trust Inc. | Reduce -2.0% | 0.13% | −0.05 |
| PXSGX Virtus Kar SM Cap Grwth-I | Reduce -27.6% | 0.09% | −0.04 |
| BA The Boeing Co. | Reduce -23.6% | 0.05% | −0.04 |
| JVMIX JH III Disc Mid Cap Val-I | Reduce -4.1% | 0.85% | −0.04 |
| CCI Crown Castle Inc. | Reduce -44.3% | 0.03% | −0.04 |
| DHLRX Diamond Hill Large Cap-I | Reduce -15.6% | 0.18% | −0.03 |
| MISIX Victory Trivalent Intl SM-I | Reduce -6.5% | 0.29% | −0.03 |
| JNJ Johnson & Johnson | Reduce -0.9% | 0.30% | −0.03 |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | Reduce -2.0% | 1.00% | −0.03 |
| ZTS Zoetis Inc. | Reduce -0.8% | 0.10% | −0.03 |
| TRLGX T Rowe PR LRG Cap GRW-I | Reduce -3.5% | 3.13% | −0.03 |
| JOHIX Johcm International Sel-Inst | Reduce -1.6% | 0.77% | −0.03 |
| TTE Totalenergies SE -Spon ADR | Reduce -9.8% | 0.13% | −0.03 |
| GWEIX Amg Gw&k SC Core-I | Reduce -18.8% | 0.09% | −0.02 |
| BEXIX Baron Emerging Markets-Ins | Reduce -24.6% | 0.06% | −0.02 |
| VTIAX Vanguard TTL Int St Idx-Adm | Reduce -9.4% | 0.14% | −0.02 |
| GICIX Gldmn SCHS Intl S/C Insg-Ins | Reduce -5.0% | 0.29% | −0.02 |
| FKYS First Keystone Corp. | Reduce -10.0% | 0.05% | −0.02 |
| HLMEX Hrdng LVNR Inst Em MRKT-Inst | Reduce -22.7% | 0.05% | −0.02 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.02 |
| BCE Bce Inc. | Reduce -1.3% | 0.08% | −0.02 |
| UPS United Parcel Service Class B | Reduce -0.8% | 0.12% | −0.02 |
| VEIRX Vanguard Equity Income-Adm | Reduce -4.6% | 0.27% | −0.02 |
| GSPKX Gldmn SCH US Eq DVD & PR-Ins | Reduce -16.4% | 0.09% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -2.4% | 0.32% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| DNSMX Driehaus Small Cap Grow-Inst | New | 0.68% | +0.68 |
| VINIX Vanguard Inst Index-Inst | Add +7.3% | 5.95% | +0.41 |
| VOO Vanguard S&P 500 ETF | Add +64.4% | 0.61% | +0.24 |
| JVLIX JH III-Disciplined Val-I | Add +536.4% | 0.25% | +0.21 |
| MISMX Matthews Emrg MRK SM Co.-Inst | Add +78.3% | 0.51% | +0.20 |
| META Meta Platforms Inc. Class A | Add +0.7% | 0.90% | +0.18 |
| PCBIX Principal Midcap Fund-Inst | Add +8.1% | 2.17% | +0.18 |
| GSIMX Gldmn SCHS GQG PRT Intl-Inst | Add +0.7% | 3.46% | +0.14 |
| VSLU Applied Finance Valuat ETF | Add +202.9% | 0.19% | +0.13 |
| JGASX JPMorgan Growth Advantag-I | Add +1.8% | 2.31% | +0.12 |
| AMZN Amazon.com Inc. | Add +1.4% | 1.05% | +0.09 |
| LLY Eli Lilly & Co. | Add +2.9% | 0.37% | +0.07 |
| FIBPX Federated Herm Intl BND STR | Add +154.7% | 0.12% | +0.07 |
| WCMIX WCM Focused Intl Growth-Inst | Add +46.4% | 0.19% | +0.06 |
| MSFT Microsoft Corp. | Add +1.3% | 2.05% | +0.06 |
| DIS The Walt Disney Co. | Add +3.0% | 0.28% | +0.06 |
| INCY Incyte Corp. | New | 0.06% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +7.6% | 0.77% | +0.06 |
| VTIP Vanguard Short-Term Tips | Add +106.1% | 0.09% | +0.04 |
| MRK Merck & Co. Inc. | Add +1.1% | 0.42% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +45.5% | 0.15% | +0.04 |
| NFLX Netflix Inc. | Add +4.6% | 0.26% | +0.04 |
| PKBK Parke Bancorp Inc. | New | 0.03% | +0.03 |
| TGT Target Corp. | Add +1.6% | 0.24% | +0.03 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | New | 0.03% | +0.03 |
| TD Toronto-Dominion Bank | Add +320.4% | 0.04% | +0.03 |
| IBM Intl Business Machines Corp. | Add +5.2% | 0.27% | +0.03 |
| GILD Gilead Sciences Inc. | Add +68.3% | 0.09% | +0.03 |
| MA Mastercard Inc. Class A | Add +1.5% | 0.60% | +0.02 |
| GQGIX GQG Part Emerg MKTS Eq-Inst | Add +0.9% | 1.77% | +0.02 |
| ORCL Oracle Corp. | Add +19.2% | 0.10% | +0.02 |
| CMI Cummins Inc. | Add +6.6% | 0.14% | +0.02 |
| WSM Williams-Sonoma Inc. | Add +2.2% | 0.07% | +0.02 |
| ETN Eaton Corp. PLC | Add +15.0% | 0.09% | +0.02 |
| LOW Lowe's Cos Inc. | Add +7.3% | 0.21% | +0.02 |
| LLPFX Longleaf Partners Fund | New | 0.02% | +0.02 |
| FCOB 1ST Colonial Bancorp Inc. | New | 0.02% | +0.02 |
| APP AppLovin Corp. Class A | New | 0.02% | +0.02 |
| COIN Coinbase Global Inc. Class A | Add +6.4% | 0.06% | +0.02 |
| FEZ State Street SPDR Euro Stoxx | New | 0.02% | +0.02 |
| UBVLX Undisc MGRS Behav Val-L | Add +4.9% | 1.19% | +0.02 |
| HLMVX Hrdng LVNR GLBL Eqty-Inst | Add +19.7% | 0.12% | +0.02 |
| SMCI Super Micro Computer Inc. | New | 0.02% | +0.02 |
| DECK Deckers Outdoor Corp. | Add +5.0% | 0.06% | +0.02 |
| SJM The JM Smucker Co. | New | 0.02% | +0.02 |
| FANG Diamondback Energy Inc. | New | 0.02% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +28.0% | 0.09% | +0.02 |
| TRV The Travelers Cos Inc. | Add +1.6% | 0.15% | +0.02 |
| APH Amphenol Corp. Class A | Add +1.7% | 0.22% | +0.02 |
| MCO Moody's Corp. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 694 | $3.3B | VINIX, TRLGX, GSIMX, VFIAX, JGASX |
| Q1 2026 | 656 | $2.8B | VINIX, GSIMX, TRLGX, VFIAX, AFVZX |
| Q4 2025 | 668 | $2.9B | VINIX, GSIMX, TRLGX, VFIAX, AFVZX |
| Q3 2025 | 667 | $2.9B | VINIX, TRLGX, GSIMX, VFIAX, AFVZX |
| Q2 2025 | 666 | $2.7B | VINIX, GSIMX, TRLGX, VFIAX, AFVZX |
| Q1 2025 | 639 | $2.5B | VINIX, GSIMX, TRLGX, AFVZX, SVFYX |
| Q4 2024 | 665 | $2.6B | VINIX, TRLGX, GSIMX, AFVZX, SVFYX |
| Q3 2024 | 659 | $2.6B | VINIX, GSIMX, TRLGX, SVFYX, AFVZX |
| Q2 2024 | 630 | $2.5B | VINIX, GSIMX, TRLGX, SVFYX, AFVZX |
| Q1 2024 | 614 | $2.4B | VINIX, GSIMX, SVFYX, AFVZX, TRLGX |