Fulton Bank, N.A.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 9, 2024), Fulton Bank, N.A. reported 630 stock positions worth $2.5 billion. Its top holding was Vanguard Inst Index-Inst (VINIX) at 6.1% of the portfolio, followed by Gldmn SCHS GQG PRT Intl-Inst (GSIMX, 3.8%) and T Rowe PR LRG Cap GRW-I (TRLGX, 3.3%). Compared with Q1 2024, it opened 43 new positions, sold out of 27, added to 264 and reduced 272. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale Johcm International Sel-Inst (JOHIX, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- Lancaster, PA
- CIK
- 0000883782
- Portfolio Value
- $2.5B (Q2 2024)
- SEC Filing
- 0000950123-24-006414 ↗ filed Jul 9, 2024
Holdings Value
Holdings 630 stocks · $2.5B
| VINIX Vanguard Inst Index-Inst | 6.06% | 333,671 | $149.9M | Reduce -0.7% |
| GSIMX Gldmn SCHS GQG PRT Intl-Inst filed as GOLDMAN SACHS GQG PTNRS | 3.75% | 4,003,321 | $92.8M | Add +6.7% |
| TRLGX T Rowe PR LRG Cap GRW-I | 3.29% | 1,018,543 | $81.4M | Reduce -0.9% |
| SVFYX Smead Value Fund-Y | 3.08% | 941,370 | $76.1M | Reduce -0.9% |
| AFVZX Applied Finance Select-Inst | 3.01% | 3,392,486 | $74.4M | Reduce -1.1% |
| VFIAX Vanguard 500 Index-Adm | 2.64% | 129,747 | $65.4M | Reduce -2.9% |
| VDIGX Vanguard Dividend Growth-Inv | 2.57% | 1,665,449 | $63.5M | Reduce -2.4% |
| JGASX JPMorgan Growth Advantag-I | 2.48% | 1,551,979 | $61.4M | Add +1.8% |
| AAPL Apple Inc. | 2.47% | 289,575 | $61.0M | Add +0.8% |
| TILIX Nuveen LRG Cap GRW Indx F-R6 | 2.30% | 910,236 | $56.9M | Reduce -2.7% |
| MSFT Microsoft Corp. | 2.12% | 117,540 | $52.5M | Reduce -1.2% |
| PCBIX Principal Midcap Fund-Inst | 2.02% | 1,208,272 | $50.0M | Reduce -2.9% |
| GQGIX GQG Part Emerg MKTS Eq-Inst | 1.85% | 2,489,579 | $45.8M | Add +0.9% |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm filed as VANGUARD GROWTH INDEX-ADM | 1.78% | 229,473 | $44.1M | Reduce -3.9% |
| NVDA Nvidia Corp. | 1.76% | 352,649 | $43.6M | Add +3.2% |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | 1.50% | 124,025 | $37.2M | Reduce -0.5% |
| JLGMX JPMorgan Large Cap Grow-R6 | 1.44% | 453,748 | $35.6M | Reduce -0.1% |
| FULT Fulton Financial Corp. | 1.41% | 2,057,813 | $34.9M | Add +0.9% |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | 1.30% | 307,611 | $32.2M | Reduce -3.8% |
| IWF iShares Russell 1000 Growth | 1.26% | 85,399 | $31.1M | Reduce -2.2% |
| CIVIX Causeway Intl Val-Inst | 1.23% | 1,495,408 | $30.4M | Reduce -2.9% |
| VTMGX Vanguard Dev MKT Indx-Adm | 1.19% | 1,860,838 | $29.5M | Reduce -1.9% |
| UBVLX Undisc MGRS Behav Val-L | 1.14% | 346,016 | $28.1M | Add +1.0% |
| AMZN Amazon.com Inc. | 1.10% | 140,217 | $27.1M | Reduce -1.2% |
| EGFIX Edgewood Growth Fund-Inst | 1.02% | 494,291 | $25.1M | Reduce -9.4% |
| META Meta Platforms Inc. Class A | 1.00% | 49,274 | $24.8M | Add +9.3% |
| GOOGL Alphabet Inc. Class A | 0.99% | 134,090 | $24.4M | Reduce -2.1% |
| VVIAX VNGD Mrgstr Value Idx FD-Adm filed as VANGUARD VALUE INDEX ADM | 0.90% | 354,091 | $22.2M | Reduce -8.1% |
| IWD iShares Russell 1000 Value E | 0.84% | 118,836 | $20.7M | Reduce -6.5% |
| JVMIX JH III Disc Mid Cap Val-I filed as JHANCOCK DISCIPLINED VAL | 0.80% | 692,702 | $19.8M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 0.74% | 33,490 | $18.3M | Reduce -6.5% |
| DNSMX Driehaus Small Cap Grow-Inst | 0.74% | 827,676 | $18.3M | Add +9.9% |
| VOO Vanguard S&P 500 ETF | 0.72% | 35,556 | $17.8M | Add +14.3% |
| TILVX Nuveen LRG Cap Val Indx F-R6 | 0.59% | 597,576 | $14.7M | Reduce -3.3% |
| JMGMX JPMorgan Mid Cap Growth-R6 | 0.59% | 286,186 | $14.7M | Reduce -3.8% |
| MA Mastercard Inc. Class A | 0.56% | 31,392 | $13.8M | Add +3.5% |
| MISMX Matthews Emrg MRK SM Co.-Inst | 0.55% | 535,477 | $13.7M | Add +9.4% |
| GOOG Alphabet Inc. Class C | 0.55% | 74,281 | $13.6M | Add +5.0% |
| SFLNX Schwab Fndmntl US LRG Comp | 0.53% | 491,642 | $13.0M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.49% | 13,382 | $12.1M | Add +14.9% |
| KLAC KLA Corp. | 0.48% | 14,394 | $11.9M | Reduce -9.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 28,207 | $11.5M | Add +28.3% |
| JPM JPMorgan Chase & Co. | 0.46% | 56,236 | $11.4M | Add +5.8% |
| JOHIX Johcm International Sel-Inst | 0.44% | 453,147 | $10.9M | Reduce -39.6% |
| VMVAX Van Morst MD-Cap Val Ind-Adm | 0.41% | 131,026 | $10.2M | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.40% | 6,112 | $9.8M | Add +9.6% |
| MRK Merck & Co. Inc. | 0.37% | 73,434 | $9.1M | Reduce -6.1% |
| ADBE Adobe Inc. | 0.35% | 15,541 | $8.6M | Add +8.1% |
| V Visa Inc. Class A | 0.34% | 31,851 | $8.4M | Reduce -4.8% |
| SOXX iShares Semiconductor ETF | 0.34% | 33,592 | $8.3M | Reduce -14.2% |
| ABBV Abbvie Inc. | 0.33% | 47,987 | $8.2M | Add +10.8% |
| HD Home Depot Inc. | 0.31% | 22,594 | $7.8M | Reduce -1.5% |
| NFLX Netflix Inc. | 0.31% | 11,427 | $7.7M | Add +7.9% |
| CVX Chevron Corp. | 0.31% | 48,813 | $7.6M | Add +10.4% |
| VZ Verizon Communications Inc. | 0.30% | 179,477 | $7.4M | Add +2.0% |
| EFA iShares MSCI Eafe ETF | 0.29% | 91,433 | $7.2M | Reduce -5.9% |
| CSCO Cisco Systems Inc. | 0.28% | 147,896 | $7.0M | Add +1.0% |
| UNH Unitedhealth Group Inc. | 0.28% | 13,683 | $7.0M | Add +5.0% |
| GICIX Gldmn SCHS Intl S/C Insg-Ins | 0.28% | 543,503 | $6.9M | Reduce -1.5% |
| MISIX Victory Trivalent Intl SM-I | 0.28% | 451,430 | $6.9M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.28% | 8,039 | $6.8M | Add +7.6% |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM | 0.27% | 51,480 | $6.7M | Add +0.2% |
| URI United Rentals Inc. | 0.27% | 10,222 | $6.6M | Reduce -4.9% |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 80,822 | $6.6M | Reduce -14.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 159,642 | $6.3M | Add +14.1% |
| VEIRX Vanguard Equity Income-Adm | 0.26% | 71,358 | $6.3M | Reduce -1.9% |
| APH Amphenol Corp. Class A | 0.25% | 91,444 | $6.2M | Reduce -1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 33,153 | $5.7M | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.23% | 38,561 | $5.6M | Reduce -18.0% |
| AMGN Amgen Inc. | 0.23% | 17,914 | $5.6M | Add +48.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 50,434 | $5.6M | Reduce -4.1% |
| VSLU Applied Finance Valuat ETF | 0.22% | 161,473 | $5.5M | Add +14.1% |
| HPQ HP Inc. | 0.22% | 156,002 | $5.5M | Add +7.5% |
| DINDX MRGN Stnly Incm Opr FND-Iusd filed as MORGAN STANLEY GBL FIXD INM | 0.22% | 1,045,140 | $5.4M | Reduce -2.9% |
| WMT Walmart Inc. | 0.22% | 78,930 | $5.3M | Reduce -4.0% |
| MCHP Microchip Technology Inc. | 0.21% | 57,681 | $5.3M | Add +4.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 52,849 | $5.2M | Reduce -6.0% |
| TGT Target Corp. | 0.21% | 34,275 | $5.1M | Add +1.8% |
| XOM Exxon Mobil Corp. | 0.20% | 43,952 | $5.1M | Add +14.0% |
| ROP Roper Technologies Inc. | 0.20% | 8,945 | $5.0M | Add +4.7% |
| PM Philip Morris International | 0.20% | 49,478 | $5.0M | Add +5.8% |
| NWKDX Nationw Gnva S/C GR-Inst SRV | 0.20% | 61,129 | $5.0M | Reduce -3.2% |
| INTC Intel Corp. | 0.20% | 161,682 | $5.0M | Add +5.3% |
| SVAIX Fed Herm Strat Val DVD-Is | 0.20% | 900,492 | $5.0M | Reduce -24.0% |
| KO The Coca-Cola Co. | 0.20% | 76,455 | $4.9M | Reduce -1.5% |
| JVLIX JH III-Disciplined Val-I filed as JHANCOCK DISCIPLINED VAL | 0.20% | 198,301 | $4.8M | Reduce -18.4% |
| WCMIX WCM Focused Intl Growth-Inst | 0.19% | 186,435 | $4.7M | Add +0.9% |
| PG The Procter & Gamble Co. | 0.19% | 27,936 | $4.6M | Reduce -6.6% |
| COP Conocophillips | 0.18% | 39,523 | $4.5M | Add +6.7% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 8,114 | $4.5M | Add +6.3% |
| DUK Duke Energy Corp. | 0.18% | 44,626 | $4.5M | Reduce -1.3% |
| MCK McKesson Corp. | 0.18% | 7,584 | $4.4M | Reduce -1.3% |
| TSLA Tesla Inc. | 0.18% | 22,064 | $4.4M | Add +4.5% |
| LOW Lowe's Cos Inc. | 0.17% | 19,555 | $4.3M | Reduce -1.6% |
| STZ Constellation Brands Inc. Class A | 0.17% | 16,697 | $4.3M | Add +6.1% |
| REGN Regeneron Pharmaceuticals | 0.17% | 3,922 | $4.1M | Add +1.5% |
| PNC PNC Financial Services Group | 0.17% | 26,411 | $4.1M | Add +4.9% |
| UNP Union Pacific Corp. | 0.16% | 17,446 | $3.9M | Add +2.2% |
| DHLRX Diamond Hill Large Cap-I | 0.16% | 115,846 | $3.9M | Reduce -5.8% |
| AMP Ameriprise Financial Inc. | 0.16% | 9,032 | $3.9M | Reduce -2.4% |
Portfolio Sells Q1 2024 → Q2 2024
| JOHIX Johcm International Sel-Inst | Reduce -39.6% | 0.44% | −0.33 |
| SVFYX Smead Value Fund-Y | Reduce -0.9% | 3.08% | −0.22 |
| AFVZX Applied Finance Select-Inst | Reduce -1.1% | 3.01% | −0.18 |
| VDIGX Vanguard Dividend Growth-Inv | Reduce -2.4% | 2.57% | −0.16 |
| PCBIX Principal Midcap Fund-Inst | Reduce -2.9% | 2.02% | −0.15 |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | Reduce -3.8% | 1.30% | −0.13 |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | Reduce -8.1% | 0.90% | −0.11 |
| IWD iShares Russell 1000 Value E | Reduce -6.5% | 0.84% | −0.09 |
| EGFIX Edgewood Growth Fund-Inst | Reduce -9.4% | 1.02% | −0.09 |
| DELL Dell Technologies -C | Reduce -60.9% | 0.07% | −0.08 |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | Reduce -0.5% | 1.50% | −0.08 |
| JNJ Johnson & Johnson | Reduce -18.0% | 0.23% | −0.08 |
| SVAIX Fed Herm Strat Val DVD-Is | Reduce -24.0% | 0.20% | −0.07 |
| DIS The Walt Disney Co. | Reduce -6.0% | 0.21% | −0.07 |
| NKE Nike Inc. Class B | Reduce -41.3% | 0.05% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -22.3% | 0.09% | −0.06 |
| IWR iShares Russell Mid-Cap ETF | Reduce -14.4% | 0.27% | −0.06 |
| VTMGX Vanguard Dev MKT Indx-Adm | Reduce -1.9% | 1.19% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -6.1% | 0.37% | −0.06 |
| JMGMX JPMorgan Mid Cap Growth-R6 | Reduce -3.8% | 0.59% | −0.05 |
| JVMIX JH III Disc Mid Cap Val-I | Reduce -0.8% | 0.80% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -77.4% | 0.02% | −0.05 |
| JVLIX JH III-Disciplined Val-I | Reduce -18.4% | 0.20% | −0.05 |
| URI United Rentals Inc. | Reduce -4.9% | 0.27% | −0.05 |
| WDAY Workday Inc. Class A | Reduce -49.1% | 0.04% | −0.05 |
| XLE SS Energy Select Sector | Reduce -58.9% | 0.03% | −0.05 |
| HD Home Depot Inc. | Reduce -1.5% | 0.31% | −0.05 |
| VTIAX Vanguard TTL Int St Idx-Adm | Reduce -30.5% | 0.10% | −0.05 |
| V Visa Inc. Class A | Reduce -4.8% | 0.34% | −0.04 |
| TILVX Nuveen LRG Cap Val Indx F-R6 | Reduce -3.3% | 0.59% | −0.04 |
| ULTA Ulta Beauty Inc. | Reduce -3.9% | 0.10% | −0.04 |
| LKQ LKQ Corp. | Reduce -6.0% | 0.11% | −0.04 |
| LULU Lululemon Athletica Inc. | Reduce -48.7% | 0.02% | −0.04 |
| CIVIX Causeway Intl Val-Inst | Reduce -2.9% | 1.23% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -2.9% | 0.23% | −0.04 |
| EQH Equitable Holdings Inc. | Sold out | 0.00% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.6% | 0.17% | −0.03 |
| UL Unilever PLC | Reduce -63.9% | 0.02% | −0.03 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.03 |
| TTE Totalenergies SE -Spon ADR | Reduce -20.4% | 0.10% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -6.5% | 0.74% | −0.03 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.03 |
| HST Host Hotels & Resorts Inc. | Reduce -5.3% | 0.13% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -5.9% | 0.29% | −0.03 |
| SOXX iShares Semiconductor ETF | Reduce -14.2% | 0.34% | −0.03 |
| HLMIX Hrdng LVNR Intl Eqty-Inst | Reduce -17.0% | 0.12% | −0.03 |
| TRV The Travelers Cos Inc. | Reduce -5.1% | 0.13% | −0.03 |
| DHI D.R. Horton Inc. | Reduce -1.2% | 0.13% | −0.03 |
| HSY The Hershey Co. | Reduce -65.3% | 0.01% | −0.02 |
| XLB SS Materials Select Sector | Reduce -30.3% | 0.05% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +3.2% | 1.76% | +0.50 |
| AAPL Apple Inc. | Add +0.8% | 2.47% | +0.45 |
| GSIMX Gldmn SCHS GQG PRT Intl-Inst | Add +6.7% | 3.75% | +0.29 |
| JGASX JPMorgan Growth Advantag-I | Add +1.8% | 2.48% | +0.17 |
| LLY Eli Lilly & Co. | Add +14.9% | 0.49% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +5.0% | 0.55% | +0.11 |
| META Meta Platforms Inc. Class A | Add +9.3% | 1.00% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +14.3% | 0.72% | +0.11 |
| AVGO Broadcom Inc. | Add +9.6% | 0.40% | +0.09 |
| AMGN Amgen Inc. | Add +48.9% | 0.23% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +28.3% | 0.46% | +0.09 |
| FULT Fulton Financial Corp. | Add +0.9% | 1.41% | +0.09 |
| GQGIX GQG Part Emerg MKTS Eq-Inst | Add +0.9% | 1.85% | +0.08 |
| DNSMX Driehaus Small Cap Grow-Inst | Add +9.9% | 0.74% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.06% | +0.06 |
| COST Costco Wholesale Corp. | Add +7.6% | 0.28% | +0.05 |
| ADBE Adobe Inc. | Add +8.1% | 0.35% | +0.05 |
| NFLX Netflix Inc. | Add +7.9% | 0.31% | +0.05 |
| MISMX Matthews Emrg MRK SM Co.-Inst | Add +9.4% | 0.55% | +0.04 |
| ACN Accenture PLC Class A | Add +63.4% | 0.14% | +0.04 |
| HPQ HP Inc. | Add +7.5% | 0.22% | +0.04 |
| BAC Bank of America Corp. | Add +14.1% | 0.26% | +0.04 |
| ELF Elf Beauty Inc. | Add +111.1% | 0.07% | +0.04 |
| JMST JPM Ultra-Short Muni Income | New | 0.04% | +0.04 |
| VSLU Applied Finance Valuat ETF | Add +14.1% | 0.22% | +0.03 |
| JEF Jefferies Financial Group Inc. | New | 0.03% | +0.03 |
| ALLY Ally Financial Inc. | New | 0.03% | +0.03 |
| PM Philip Morris International | Add +5.8% | 0.20% | +0.03 |
| O Realty Income Corp. | Add +84.4% | 0.06% | +0.03 |
| ODFL Old Dominion Freight Line | Add +98.2% | 0.07% | +0.02 |
| TSLA Tesla Inc. | Add +4.5% | 0.18% | +0.02 |
| FCOB 1ST Colonial Bancorp Inc. | Add +120.9% | 0.04% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +5.8% | 0.46% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +25.5% | 0.12% | +0.02 |
| CVX Chevron Corp. | Add +10.4% | 0.31% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +50.1% | 0.06% | +0.02 |
| XOM Exxon Mobil Corp. | Add +14.0% | 0.20% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | New | 0.02% | +0.02 |
| MEIKX MFS Value Fund-R6 | New | 0.02% | +0.02 |
| ORCL Oracle Corp. | Add +7.7% | 0.12% | +0.02 |
| LEN Lennar Corp. Class A | New | 0.02% | +0.02 |
| PKBK Parke Bancorp Inc. | Add +52.1% | 0.05% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +5.0% | 0.28% | +0.02 |
| NEE Nextera Energy Inc. | Add +24.6% | 0.07% | +0.02 |
| HLMVX Hrdng LVNR GLBL Eqty-Inst | Add +12.5% | 0.14% | +0.02 |
| SHEL Shell PLC-ADR | Add +86.7% | 0.03% | +0.02 |
| INCY Incyte Corp. | Add +22.1% | 0.07% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | New | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +55.8% | 0.03% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +25.7% | 0.07% | +0.02 |
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 |