Fulton Bank, N.A.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Fulton Bank, N.A. reported 659 stock positions worth $2.6 billion. Its top holding was Vanguard Inst Index-Inst (VINIX) at 6.2% of the portfolio, followed by Gldmn SCHS GQG PRT Intl-Inst (GSIMX, 3.6%) and T Rowe PR LRG Cap GRW-I (TRLGX, 3.2%). Compared with Q2 2024, it opened 52 new positions, sold out of 23, added to 280 and reduced 275. The biggest buy was Broadcom (AVGO, shares +44%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Lancaster, PA
- CIK
- 0000883782
- Portfolio Value
- $2.6B (Q3 2024)
- SEC Filing
- 0000950123-24-009545 ↗ filed Oct 7, 2024
Holdings Value
Holdings 659 stocks · $2.6B
| VINIX Vanguard Inst Index-Inst | 6.22% | 343,692 | $163.0M | Add +3.0% |
| GSIMX Gldmn SCHS GQG PRT Intl-Inst filed as GOLDMAN SACHS GQG PTNRS | 3.59% | 4,047,814 | $94.1M | Add +1.1% |
| TRLGX T Rowe PR LRG Cap GRW-I | 3.23% | 1,033,507 | $84.7M | Add +1.5% |
| SVFYX Smead Value Fund-Y | 3.03% | 932,858 | $79.3M | Reduce -0.9% |
| AFVZX Applied Finance Select-Inst | 3.00% | 3,398,086 | $78.6M | Add +0.2% |
| VDIGX Vanguard Dividend Growth-Inv | 2.63% | 1,650,028 | $69.0M | Reduce -0.9% |
| AAPL Apple Inc. | 2.58% | 289,970 | $67.6M | Add +0.1% |
| VFIAX Vanguard 500 Index-Adm | 2.57% | 126,814 | $67.4M | Reduce -2.3% |
| JGASX JPMorgan Growth Advantag-I | 2.47% | 1,602,734 | $64.7M | Add +3.3% |
| TILIX Nuveen LRG Cap GRW Indx F-R6 | 2.21% | 897,619 | $57.9M | Reduce -1.4% |
| PCBIX Principal Midcap Fund-Inst | 2.15% | 1,226,174 | $56.2M | Add +1.5% |
| MSFT Microsoft Corp. | 1.92% | 116,770 | $50.2M | Reduce -0.7% |
| GQGIX GQG Part Emerg MKTS Eq-Inst | 1.76% | 2,549,117 | $46.2M | Add +2.4% |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | 1.69% | 223,509 | $44.2M | Reduce -2.6% |
| NVDA Nvidia Corp. | 1.62% | 348,881 | $42.4M | Reduce -1.1% |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | 1.51% | 121,432 | $39.7M | Reduce -2.1% |
| FULT Fulton Financial Corp. | 1.42% | 2,057,839 | $37.3M | Add +0.0% |
| JLGMX JPMorgan Large Cap Grow-R6 | 1.40% | 455,775 | $36.6M | Add +0.5% |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm filed as VANGUARD SMALL CAP INDEX ADM | 1.30% | 300,526 | $34.2M | Reduce -2.3% |
| CIVIX Causeway Intl Val-Inst | 1.29% | 1,529,978 | $33.7M | Add +2.3% |
| IWF iShares Russell 1000 Growth | 1.23% | 86,172 | $32.3M | Add +0.9% |
| VTMGX Vanguard Dev MKT Indx-Adm | 1.22% | 1,878,831 | $31.9M | Add +1.0% |
| UBVLX Undisc MGRS Behav Val-L | 1.19% | 354,151 | $31.3M | Add +2.4% |
| META Meta Platforms Inc. Class A | 1.06% | 48,541 | $27.8M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 1.00% | 140,680 | $26.2M | Add +0.3% |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | 0.89% | 340,622 | $23.2M | Reduce -3.8% |
| EGFIX Edgewood Growth Fund-Inst | 0.88% | 449,972 | $23.0M | Reduce -9.0% |
| IWD iShares Russell 1000 Value E | 0.83% | 113,939 | $21.6M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 0.82% | 129,778 | $21.5M | Reduce -3.2% |
| JVMIX JH III Disc Mid Cap Val-I filed as JHANCOCK DISCIPLINED VALUE MID CAP I | 0.82% | 696,117 | $21.4M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.81% | 37,002 | $21.3M | Add +10.5% |
| DNSMX Driehaus Small Cap Grow-Inst | 0.81% | 895,329 | $21.1M | Add +8.2% |
| VOO Vanguard S&P 500 ETF | 0.76% | 37,527 | $19.8M | Add +5.5% |
| TILVX Nuveen LRG Cap Val Indx F-R6 | 0.62% | 604,436 | $16.2M | Add +1.1% |
| MISMX Matthews Emrg MRK SM Co.-Inst | 0.61% | 588,882 | $16.1M | Add +10.0% |
| MA Mastercard Inc. Class A | 0.59% | 31,334 | $15.5M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.58% | 88,057 | $15.2M | Add +44.1% |
| SFLNX Schwab Fndmntl US LRG Comp | 0.56% | 514,192 | $14.7M | Add +4.6% |
| JMGMX JPMorgan Mid Cap Growth-R6 | 0.55% | 273,440 | $14.4M | Reduce -4.5% |
| GOOG Alphabet Inc. Class C | 0.48% | 74,615 | $12.5M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.46% | 13,476 | $11.9M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.44% | 54,817 | $11.6M | Reduce -2.5% |
| VMVAX Van Morst MD-Cap Val Ind-Adm | 0.44% | 132,491 | $11.5M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 24,275 | $11.2M | Reduce -13.9% |
| HD Home Depot Inc. | 0.41% | 26,278 | $10.6M | Add +16.3% |
| KLAC KLA Corp. | 0.40% | 13,596 | $10.5M | Reduce -5.5% |
| JOHIX Johcm International Sel-Inst filed as PERPETUAL AMERICAS FUNDS TRU | 0.37% | 381,714 | $9.6M | Reduce -15.8% |
| ABBV Abbvie Inc. | 0.36% | 47,711 | $9.4M | Reduce -0.6% |
| V Visa Inc. Class A | 0.34% | 32,514 | $8.9M | Add +2.1% |
| CSCO Cisco Systems Inc. | 0.32% | 157,888 | $8.4M | Add +6.8% |
| EFA iShares MSCI Eafe ETF | 0.31% | 98,360 | $8.2M | Add +7.6% |
| MRK Merck & Co. Inc. | 0.31% | 71,937 | $8.2M | Reduce -2.0% |
| NFLX Netflix Inc. | 0.31% | 11,461 | $8.1M | Add +0.3% |
| ADBE Adobe Inc. | 0.31% | 15,681 | $8.1M | Add +0.9% |
| URI United Rentals Inc. | 0.31% | 9,954 | $8.1M | Reduce -2.6% |
| VZ Verizon Communications Inc. | 0.30% | 177,622 | $8.0M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 35,587 | $7.9M | Add +7.3% |
| GICIX Gldmn SCHS Intl S/C Insg-Ins | 0.29% | 551,795 | $7.7M | Add +1.5% |
| MISIX Victory Trivalent Intl SM-I | 0.29% | 458,269 | $7.6M | Add +1.5% |
| IWR iShares Russell Mid-Cap ETF | 0.29% | 85,630 | $7.5M | Add +6.0% |
| SOXX iShares Semiconductor ETF | 0.29% | 32,492 | $7.5M | Reduce -3.3% |
| CVX Chevron Corp. | 0.28% | 49,969 | $7.4M | Add +2.4% |
| JNJ Johnson & Johnson | 0.27% | 44,123 | $7.2M | Add +14.4% |
| COST Costco Wholesale Corp. | 0.27% | 7,983 | $7.1M | Reduce -0.7% |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM | 0.27% | 51,319 | $7.1M | Reduce -0.3% |
| VSLU Applied Finance Valuat ETF | 0.27% | 196,516 | $7.1M | Add +21.7% |
| ORCL Oracle Corp. | 0.27% | 41,001 | $7.0M | Add +93.8% |
| VEIRX Vanguard Equity Income-Adm | 0.25% | 68,399 | $6.5M | Reduce -4.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 154,212 | $6.1M | Reduce -3.4% |
| UNH Unitedhealth Group Inc. | 0.23% | 10,172 | $5.9M | Reduce -25.7% |
| WMT Walmart Inc. | 0.23% | 73,000 | $5.9M | Reduce -7.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 50,044 | $5.9M | Reduce -0.8% |
| TSLA Tesla Inc. | 0.22% | 21,806 | $5.7M | Reduce -1.2% |
| APH Amphenol Corp. Class A | 0.21% | 85,809 | $5.6M | Reduce -6.2% |
| NWKDX Nationw Gnva S/C GR-Inst SRV | 0.21% | 61,606 | $5.5M | Add +0.8% |
| KO The Coca-Cola Co. | 0.21% | 76,288 | $5.5M | Reduce -0.2% |
| HPQ HP Inc. | 0.21% | 151,742 | $5.4M | Reduce -2.7% |
| TGT Target Corp. | 0.21% | 34,685 | $5.4M | Add +1.2% |
| SVAIX Fed Herm Strat Val DVD-Is | 0.21% | 856,310 | $5.4M | Reduce -4.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 56,082 | $5.4M | Add +6.1% |
| XOM Exxon Mobil Corp. | 0.20% | 45,546 | $5.3M | Add +3.6% |
| ROP Roper Technologies Inc. | 0.19% | 9,160 | $5.1M | Add +2.4% |
| JVLIX JH III-Disciplined Val-I filed as JHANCOCK DISCIPLINED VAL | 0.19% | 197,314 | $5.1M | Reduce -0.5% |
| AMGN Amgen Inc. | 0.19% | 15,737 | $5.1M | Reduce -12.2% |
| DINDX MRGN Stnly Incm Opr FND-Iusd filed as MORGAN STANLEY GBL FIXD INM | 0.19% | 937,248 | $5.0M | Reduce -10.3% |
| LOW Lowe's Cos Inc. | 0.19% | 18,188 | $4.9M | Reduce -7.0% |
| WCMIX WCM Focused Intl Growth-Inst | 0.19% | 186,231 | $4.9M | Reduce -0.1% |
| MCHP Microchip Technology Inc. | 0.19% | 60,894 | $4.9M | Add +5.6% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 7,873 | $4.9M | Reduce -3.0% |
| PM Philip Morris International | 0.19% | 40,053 | $4.9M | Reduce -19.1% |
| PNC PNC Financial Services Group | 0.18% | 25,911 | $4.8M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.18% | 27,264 | $4.7M | Reduce -2.4% |
| DHI D.R. Horton Inc. | 0.17% | 23,246 | $4.4M | Add +2.6% |
| CTAS Cintas Corp. | 0.17% | 21,352 | $4.4M | Add +0.7% |
| STZ Constellation Brands Inc. Class A | 0.16% | 16,286 | $4.2M | Reduce -2.5% |
| ACN Accenture PLC Class A | 0.16% | 11,787 | $4.2M | Add +2.0% |
| DRI Darden Restaurants Inc. | 0.16% | 25,385 | $4.2M | Add +0.5% |
| PWR Quanta Services Inc. | 0.16% | 13,761 | $4.1M | Reduce -7.4% |
| HLMVX Hrdng LVNR GLBL Eqty-Inst | 0.15% | 90,046 | $4.0M | Add +10.7% |
| DHLRX Diamond Hill Large Cap-I | 0.15% | 109,477 | $4.0M | Reduce -5.5% |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -0.7% | 1.92% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -3.2% | 0.82% | −0.17 |
| NVDA Nvidia Corp. | Reduce -1.1% | 1.62% | −0.14 |
| EGFIX Edgewood Growth Fund-Inst | Reduce -9.0% | 0.88% | −0.14 |
| INTC Intel Corp. | Reduce -55.8% | 0.06% | −0.14 |
| COLD Americold Realty Trust Inc. | Reduce -80.5% | 0.03% | −0.10 |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm | Reduce -2.6% | 1.69% | −0.10 |
| TILIX Nuveen LRG Cap GRW Indx F-R6 | Reduce -1.4% | 2.21% | −0.09 |
| KMB Kimberly-Clark Corp. | Reduce -60.3% | 0.05% | −0.08 |
| KLAC KLA Corp. | Reduce -5.5% | 0.40% | −0.08 |
| JOHIX Johcm International Sel-Inst | Reduce -15.8% | 0.37% | −0.07 |
| VFIAX Vanguard 500 Index-Adm | Reduce -2.3% | 2.57% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -2.0% | 0.31% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -25.7% | 0.23% | −0.05 |
| ULTA Ulta Beauty Inc. | Reduce -49.1% | 0.05% | −0.05 |
| WBA Walgreens Boots Alliance Inc. | Reduce -84.1% | 0.01% | −0.05 |
| SOXX iShares Semiconductor ETF | Reduce -3.3% | 0.29% | −0.05 |
| SVFYX Smead Value Fund-Y | Reduce -0.9% | 3.03% | −0.05 |
| CF CF Industries Holdings Inc. | Reduce -75.4% | 0.02% | −0.05 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.05 |
| MCK McKesson Corp. | Reduce -7.5% | 0.13% | −0.05 |
| JMGMX JPMorgan Mid Cap Growth-R6 | Reduce -4.5% | 0.55% | −0.04 |
| WMB Williams Cos Inc. | Reduce -36.6% | 0.07% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.9% | 0.43% | −0.04 |
| DUK Duke Energy Corp. | Reduce -26.9% | 0.14% | −0.04 |
| IWB iShares Russell 1000 ETF | Reduce -59.6% | 0.02% | −0.04 |
| APH Amphenol Corp. Class A | Reduce -6.2% | 0.21% | −0.04 |
| AMGN Amgen Inc. | Reduce -12.2% | 0.19% | −0.03 |
| SO The Southern Co. | Reduce -30.6% | 0.10% | −0.03 |
| COP Conocophillips | Reduce -4.8% | 0.15% | −0.03 |
| D Dominion Energy Inc. | Reduce -48.1% | 0.04% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -14.0% | 0.14% | −0.03 |
| CVS CVS Health Corp. | Reduce -25.2% | 0.09% | −0.03 |
| DINDX MRGN Stnly Incm Opr FND-Iusd | Reduce -10.3% | 0.19% | −0.03 |
| ST Sensata Technologies Holdplc | Reduce -66.8% | 0.01% | −0.03 |
| HLMIX Hrdng LVNR Intl Eqty-Inst | Reduce -25.0% | 0.09% | −0.03 |
| VLO Valero Energy Corp. | Reduce -9.7% | 0.07% | −0.02 |
| BAC Bank of America Corp. | Reduce -3.4% | 0.23% | −0.02 |
| HLMEX Hrdng LVNR Inst Em MRKT-Inst | Reduce -52.1% | 0.02% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -10.2% | 0.05% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 0.44% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -47.9% | 0.01% | −0.02 |
| DKS Dick's Sporting Goods Inc. | Reduce -3.9% | 0.13% | −0.02 |
| PKBK Parke Bancorp Inc. | Reduce -41.9% | 0.03% | −0.02 |
| TTE Totalenergies SE -Spon ADR | Reduce -10.0% | 0.08% | −0.02 |
| PM Philip Morris International | Reduce -19.1% | 0.19% | −0.02 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.02 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -49.6% | 0.01% | −0.01 |
| ENTG Entegris Inc. | Reduce -1.4% | 0.05% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| AVGO Broadcom Inc. | Add +44.1% | 0.58% | +0.18 |
| VINIX Vanguard Inst Index-Inst | Add +3.0% | 6.22% | +0.16 |
| ORCL Oracle Corp. | Add +93.8% | 0.27% | +0.15 |
| PCBIX Principal Midcap Fund-Inst | Add +1.5% | 2.15% | +0.13 |
| AAPL Apple Inc. | Add +0.1% | 2.58% | +0.11 |
| HD Home Depot Inc. | Add +16.3% | 0.41% | +0.09 |
| IVV iShares Core S&P 500 ETF | Add +10.5% | 0.81% | +0.07 |
| SHW The Sherwin-Williams Co. | Add +80.5% | 0.13% | +0.07 |
| IBM Intl Business Machines Corp. | Add +7.3% | 0.30% | +0.07 |
| DNSMX Driehaus Small Cap Grow-Inst | Add +8.2% | 0.81% | +0.07 |
| PLD Prologis Inc. | Add +111.0% | 0.11% | +0.06 |
| MISMX Matthews Emrg MRK SM Co.-Inst | Add +10.0% | 0.61% | +0.06 |
| DEO Diageo PLC-Sponsored ADR | New | 0.06% | +0.06 |
| UBVLX Undisc MGRS Behav Val-L | Add +2.4% | 1.19% | +0.06 |
| CIVIX Causeway Intl Val-Inst | Add +2.3% | 1.29% | +0.06 |
| KDP Keurig Dr Pepper Inc. | New | 0.05% | +0.05 |
| VSLU Applied Finance Valuat ETF | Add +21.7% | 0.27% | +0.05 |
| JNJ Johnson & Johnson | Add +14.4% | 0.27% | +0.04 |
| XEL Xcel Energy Inc. | Add +62.6% | 0.09% | +0.04 |
| DHI D.R. Horton Inc. | Add +2.6% | 0.17% | +0.04 |
| ITM Vaneck Intermediate Muni ETF | New | 0.04% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +5.5% | 0.76% | +0.04 |
| CSCO Cisco Systems Inc. | Add +6.8% | 0.32% | +0.04 |
| SFLNX Schwab Fndmntl US LRG Comp | Add +4.6% | 0.56% | +0.03 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.03% | +0.03 |
| WEC WEC Energy Group Inc. | Add +257.1% | 0.04% | +0.03 |
| ARE Alexandria Real Estate Equit | Add +288.3% | 0.04% | +0.03 |
| GILD Gilead Sciences Inc. | Add +15.6% | 0.12% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +14.3% | 0.12% | +0.03 |
| TILVX Nuveen LRG Cap Val Indx F-R6 | Add +1.1% | 0.62% | +0.03 |
| VMVAX Van Morst MD-Cap Val Ind-Adm | Add +1.1% | 0.44% | +0.03 |
| PAYX Paychex Inc. | Add +181.6% | 0.04% | +0.03 |
| MS Morgan Stanley | Add +23.4% | 0.13% | +0.03 |
| VTMGX Vanguard Dev MKT Indx-Adm | Add +1.0% | 1.22% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +7.6% | 0.31% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | Add +6.0% | 0.29% | +0.02 |
| PEP Pepsico Inc. | Add +21.0% | 0.15% | +0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Add +144.8% | 0.04% | +0.02 |
| SBUX Starbucks Corp. | Add +11.1% | 0.09% | +0.02 |
| CWI State Street SPDR MSCI Acwi | New | 0.02% | +0.02 |
| PMAQX Principal Midcap Fund-R6 | New | 0.02% | +0.02 |
| BLK BlackRock Finance Inc. | Add +8.1% | 0.10% | +0.02 |
| JVMIX JH III Disc Mid Cap Val-I | Add +0.5% | 0.82% | +0.02 |
| NGG National Grid PLC-SP ADR | Add +6.2% | 0.10% | +0.02 |
| LMT Lockheed Martin Corp. | Add +2.4% | 0.11% | +0.02 |
| VPMAX Vanguard Primecap Fund-Adm | Add +65.5% | 0.05% | +0.02 |
| DFS Discover Financial Services | Add +109.6% | 0.03% | +0.02 |
| MMM 3M Co. | Add +25.0% | 0.05% | +0.02 |
| CTAS Cintas Corp. | Add +0.7% | 0.17% | +0.02 |
| MNDY Monday.com Ltd. | Add +104.7% | 0.03% | +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 |