Fulton Bank, N.A.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 8, 2025), Fulton Bank, N.A. reported 665 stock positions worth $2.6 billion. Its top holding was Vanguard Inst Index-Inst (VINIX) at 6.6% of the portfolio, followed by T Rowe PR LRG Cap GRW-I (TRLGX, 3.3%) and Gldmn SCHS GQG PRT Intl-Inst (GSIMX, 3.0%). Compared with Q3 2024, it opened 50 new positions, sold out of 44, added to 258 and reduced 303. The biggest buy was Principal Midcap Fund-R6 (PMAQX, shares +11178%) and the biggest sale an exit from Principal Midcap Fund-Inst (PCBIX).
- Most Recent 13F
- Q2 2026
- Location
- Lancaster, PA
- CIK
- 0000883782
- Portfolio Value
- $2.6B (Q4 2024)
- SEC Filing
- 0000950123-25-000144 ↗ filed Jan 8, 2025
Holdings Value
Holdings 665 stocks · $2.6B
| VINIX Vanguard Inst Index-Inst | 6.64% | 359,840 | $172.3M | Add +4.7% |
| TRLGX T Rowe PR LRG Cap GRW-I | 3.28% | 1,033,052 | $85.0M | Reduce -0.0% |
| GSIMX Gldmn SCHS GQG PRT Intl-Inst filed as GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL | 3.03% | 4,017,597 | $78.6M | Reduce -0.8% |
| AFVZX Applied Finance Select-Inst | 2.84% | 3,421,261 | $73.6M | Add +0.7% |
| SVFYX Smead Value Fund-Y | 2.78% | 913,149 | $72.2M | Reduce -2.1% |
| AAPL Apple Inc. | 2.75% | 284,779 | $71.3M | Reduce -1.8% |
| VFIAX Vanguard 500 Index-Adm | 2.70% | 129,137 | $70.1M | Add +1.8% |
| JGASX JPMorgan Growth Advantag-I | 2.51% | 1,614,749 | $65.1M | Add +0.8% |
| VDIGX Vanguard Dividend Growth-Inv | 2.31% | 1,656,250 | $60.0M | Add +0.4% |
| TILIX Nuveen LRG Cap GRW Indx F-R6 | 2.29% | 887,694 | $59.4M | Reduce -1.1% |
| PMAQX Principal Midcap Fund-R6 | 2.13% | 1,237,371 | $55.2M | Add +11177.5% |
| MSFT Microsoft Corp. | 1.91% | 117,366 | $49.5M | Add +0.5% |
| NVDA Nvidia Corp. | 1.79% | 346,020 | $46.5M | Reduce -0.8% |
| VIGAX VNGD Mrngst Grwth Idx FD-Adm filed as VANGUARD GROWTH INDEX-ADM | 1.75% | 214,740 | $45.4M | Reduce -3.9% |
| GQGIX GQG Part Emerg MKTS Eq-Inst | 1.64% | 2,567,653 | $42.5M | Add +0.7% |
| FULT Fulton Financial Corp. | 1.52% | 2,041,604 | $39.4M | Reduce -0.8% |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | 1.51% | 120,082 | $39.3M | Reduce -1.1% |
| JLGMX JPMorgan Large Cap Grow-R6 | 1.46% | 453,039 | $37.9M | Reduce -0.6% |
| VSMAX Vangrd Mrgstr SML CP Idx-Adm | 1.30% | 292,065 | $33.6M | Reduce -2.8% |
| IWF iShares Russell 1000 Growth | 1.29% | 83,076 | $33.4M | Reduce -3.6% |
| AMZN Amazon.com Inc. | 1.20% | 141,604 | $31.1M | Add +0.7% |
| UBVLX Undisc MGRS Behav Val-L | 1.18% | 364,246 | $30.6M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 1.13% | 54,289 | $29.3M | Add +44.7% |
| VTMGX Vanguard Dev MKT Indx-Adm | 1.12% | 1,893,618 | $29.1M | Add +0.8% |
| CIVIX Causeway Intl Val-Inst | 1.08% | 1,514,807 | $28.1M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 1.05% | 46,483 | $27.2M | Reduce -4.2% |
| IVV iShares Core S&P 500 ETF | 0.97% | 42,775 | $25.2M | Add +15.6% |
| GOOGL Alphabet Inc. Class A | 0.91% | 124,769 | $23.6M | Reduce -3.9% |
| AVGO Broadcom Inc. | 0.86% | 96,602 | $22.4M | Add +9.7% |
| DNSMX Driehaus Small Cap Grow-Inst | 0.86% | 957,232 | $22.4M | Add +6.9% |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | 0.85% | 333,865 | $22.0M | Reduce -2.0% |
| IWD iShares Russell 1000 Value E | 0.78% | 109,171 | $20.2M | Reduce -4.2% |
| JVMIX JH III Disc Mid Cap Val-I filed as JHANCOCK DISCIPLINED VALUE MID CAP I | 0.72% | 692,711 | $18.7M | Reduce -0.5% |
| EGFIX Edgewood Growth Fund-Inst | 0.68% | 399,164 | $17.7M | Reduce -11.3% |
| MA Mastercard Inc. Class A | 0.63% | 31,069 | $16.4M | Reduce -0.8% |
| SFLNX Schwab Fndmntl US LRG Comp | 0.61% | 564,410 | $15.7M | Add +9.8% |
| JMGMX JPMorgan Mid Cap Growth-R6 | 0.59% | 297,603 | $15.4M | Add +8.8% |
| TILVX Nuveen LRG Cap Val Indx F-R6 | 0.59% | 601,409 | $15.4M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.57% | 77,667 | $14.8M | Add +4.1% |
| MISMX Matthews Emrg MRK SM Co.-Inst | 0.51% | 575,544 | $13.3M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.49% | 53,314 | $12.8M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.44% | 14,758 | $11.4M | Add +9.5% |
| VMVAX Van Morst MD-Cap Val Ind-Adm | 0.43% | 133,708 | $11.2M | Add +0.9% |
| TSLA Tesla Inc. | 0.40% | 25,865 | $10.4M | Add +18.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 22,761 | $10.3M | Reduce -6.2% |
| HD Home Depot Inc. | 0.39% | 26,213 | $10.2M | Reduce -0.3% |
| V Visa Inc. Class A | 0.39% | 31,826 | $10.1M | Reduce -2.1% |
| NFLX Netflix Inc. | 0.38% | 11,185 | $10.0M | Reduce -2.4% |
| ABBV Abbvie Inc. | 0.36% | 53,062 | $9.4M | Add +11.2% |
| EFA iShares MSCI Eafe ETF | 0.34% | 117,309 | $8.9M | Add +19.3% |
| CSCO Cisco Systems Inc. | 0.33% | 146,430 | $8.7M | Reduce -7.3% |
| KLAC KLA Corp. | 0.33% | 13,677 | $8.6M | Add +0.6% |
| VSLU Applied Finance Valuat ETF | 0.32% | 227,620 | $8.3M | Add +15.8% |
| ORCL Oracle Corp. | 0.30% | 46,740 | $7.8M | Add +14.0% |
| CVX Chevron Corp. | 0.30% | 52,878 | $7.7M | Add +5.8% |
| COST Costco Wholesale Corp. | 0.28% | 7,943 | $7.3M | Reduce -0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.28% | 82,131 | $7.3M | Reduce -4.1% |
| JOHIX Johcm International Sel-Inst filed as PERPETUAL AMERICAS FUNDS TRU | 0.28% | 317,226 | $7.2M | Reduce -16.9% |
| VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM | 0.28% | 51,065 | $7.2M | Reduce -0.5% |
| ADBE Adobe Inc. | 0.28% | 16,180 | $7.2M | Add +3.2% |
| MRK Merck & Co. Inc. | 0.27% | 71,424 | $7.1M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.27% | 47,550 | $6.9M | Add +7.8% |
| SOXX iShares Semiconductor ETF | 0.26% | 31,762 | $6.8M | Reduce -2.3% |
| GICIX Gldmn SCHS Intl S/C Insg-Ins | 0.26% | 555,282 | $6.8M | Add +0.6% |
| MISIX Victory Trivalent Intl SM-I | 0.26% | 456,420 | $6.8M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 30,677 | $6.7M | Reduce -13.8% |
| VZ Verizon Communications Inc. | 0.26% | 166,522 | $6.7M | Reduce -6.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 148,975 | $6.5M | Reduce -3.4% |
| URI United Rentals Inc. | 0.25% | 9,184 | $6.5M | Reduce -7.7% |
| XOM Exxon Mobil Corp. | 0.23% | 54,975 | $5.9M | Add +20.7% |
| APH Amphenol Corp. Class A | 0.23% | 84,295 | $5.9M | Reduce -1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 52,506 | $5.8M | Reduce -6.4% |
| NWKDX Nationw Gnva S/C GR-Inst SRV | 0.22% | 67,279 | $5.8M | Add +9.2% |
| UNH Unitedhealth Group Inc. | 0.21% | 10,819 | $5.5M | Add +6.4% |
| VEIRX Vanguard Equity Income-Adm | 0.20% | 59,613 | $5.3M | Reduce -12.8% |
| WMT Walmart Inc. | 0.20% | 57,868 | $5.2M | Reduce -20.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 42,645 | $5.2M | Reduce -14.8% |
| KO The Coca-Cola Co. | 0.19% | 80,605 | $5.0M | Add +5.7% |
| HPQ HP Inc. | 0.19% | 151,209 | $4.9M | Reduce -0.3% |
| SVAIX Fed Herm Strat Val DVD-Is | 0.19% | 832,217 | $4.9M | Reduce -2.8% |
| PM Philip Morris International | 0.18% | 39,508 | $4.8M | Reduce -1.4% |
| ROP Roper Technologies Inc. | 0.18% | 9,091 | $4.7M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.18% | 17,840 | $4.6M | Add +13.4% |
| DINDX MRGN Stnly Incm Opr FND-Iusd filed as MORGAN STANLEY GBL FIXD INM | 0.18% | 885,757 | $4.6M | Reduce -5.5% |
| PG The Procter & Gamble Co. | 0.18% | 27,630 | $4.6M | Add +1.3% |
| DRI Darden Restaurants Inc. | 0.17% | 24,177 | $4.5M | Reduce -4.8% |
| ACN Accenture PLC Class A | 0.17% | 12,655 | $4.5M | Add +7.4% |
| PNC PNC Financial Services Group | 0.17% | 22,885 | $4.4M | Reduce -11.7% |
| AMP Ameriprise Financial Inc. | 0.17% | 8,203 | $4.4M | Reduce -2.7% |
| MCK McKesson Corp. | 0.16% | 7,450 | $4.2M | Add +6.2% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 8,161 | $4.2M | Add +3.7% |
| VTIP Vanguard Short-Term Tips | 0.16% | 86,206 | $4.2M | Add +25.8% |
| JVLIX JH III-Disciplined Val-I filed as JHANCOCK DISCIPLINED VALUE I | 0.16% | 184,116 | $4.1M | Reduce -6.7% |
| WCMIX WCM Focused Intl Growth-Inst | 0.16% | 189,462 | $4.1M | Add +1.7% |
| LOW Lowe's Cos Inc. | 0.16% | 16,658 | $4.1M | Reduce -8.4% |
| TGT Target Corp. | 0.16% | 29,974 | $4.1M | Reduce -13.6% |
| PWR Quanta Services Inc. | 0.15% | 12,607 | $4.0M | Reduce -8.4% |
| HON Honeywell International Inc. | 0.15% | 17,514 | $4.0M | Add +0.8% |
| FISV Fiserv Inc. | 0.15% | 19,161 | $3.9M | Reduce -13.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 13,265 | $3.8M | Add +1.9% |
Portfolio Sells Q3 2024 → Q4 2024
| PCBIX Principal Midcap Fund-Inst | Sold out | 0.00% | −2.15 |
| GSIMX Gldmn SCHS GQG PRT Intl-Inst | Reduce -0.8% | 3.03% | −0.56 |
| SVFYX Smead Value Fund-Y | Reduce -2.1% | 2.78% | −0.24 |
| CIVIX Causeway Intl Val-Inst | Reduce -1.0% | 1.08% | −0.20 |
| EGFIX Edgewood Growth Fund-Inst | Reduce -11.3% | 0.68% | −0.19 |
| MCHP Microchip Technology Inc. | Reduce -72.3% | 0.04% | −0.15 |
| MISMX Matthews Emrg MRK SM Co.-Inst | Reduce -2.3% | 0.51% | −0.10 |
| JVMIX JH III Disc Mid Cap Val-I | Reduce -0.5% | 0.72% | −0.10 |
| HST Host Hotels & Resorts Inc. | Reduce -78.1% | 0.03% | −0.09 |
| JOHIX Johcm International Sel-Inst | Reduce -16.9% | 0.28% | −0.09 |
| BCE Bce Inc. | Sold out | 0.00% | −0.07 |
| DHI D.R. Horton Inc. | Reduce -16.6% | 0.10% | −0.06 |
| OANIX Oakmark International-Inst | Sold out | 0.00% | −0.06 |
| URI United Rentals Inc. | Reduce -7.7% | 0.25% | −0.06 |
| REGN Regeneron Pharmaceuticals | Reduce -9.1% | 0.08% | −0.05 |
| TGT Target Corp. | Reduce -13.6% | 0.16% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -6.3% | 0.26% | −0.05 |
| VEIRX Vanguard Equity Income-Adm | Reduce -12.8% | 0.20% | −0.05 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -4.2% | 0.78% | −0.05 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -13.8% | 0.26% | −0.04 |
| PFE Pfizer Inc. | Reduce -22.5% | 0.10% | −0.04 |
| SMVLX Smead Value Fund-Inv | Sold out | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.27% | −0.04 |
| CB Chubb Ltd. | Reduce -45.9% | 0.04% | −0.04 |
| CE Celanese Corp. | Reduce -15.3% | 0.03% | −0.04 |
| VVIAX VNGD Mrgstr Value Idx FD-Adm | Reduce -2.0% | 0.85% | −0.04 |
| INTC Intel Corp. | Reduce -49.1% | 0.03% | −0.04 |
| JVLIX JH III-Disciplined Val-I | Reduce -6.7% | 0.16% | −0.04 |
| DHLRX Diamond Hill Large Cap-I | Reduce -13.7% | 0.12% | −0.03 |
| CVS CVS Health Corp. | Reduce -12.9% | 0.06% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -7.2% | 0.13% | −0.03 |
| MDT Medtronic PLC | Reduce -50.7% | 0.02% | −0.03 |
| CM Can Imperial BK of Commerce | Reduce -49.6% | 0.03% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -8.4% | 0.16% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.2% | 0.40% | −0.03 |
| FIBPX Federated Herm Intl BND STR | Reduce -17.6% | 0.09% | −0.03 |
| MISIX Victory Trivalent Intl SM-I | Reduce -0.4% | 0.26% | −0.03 |
| TILVX Nuveen LRG Cap Val Indx F-R6 | Reduce -0.5% | 0.59% | −0.03 |
| LYB Lyondellbasell Indu Class A | Reduce -3.8% | 0.08% | −0.03 |
| TJX TJX Companies Inc. | Reduce -14.8% | 0.20% | −0.03 |
| APTV Aptiv PLC | Reduce -10.3% | 0.08% | −0.03 |
| IQV Iqvia Holdings Inc. | Reduce -47.6% | 0.02% | −0.03 |
| MRSIX MFS Research Internat-I | Reduce -15.2% | 0.08% | −0.03 |
| WMB Williams Cos Inc. | Reduce -47.6% | 0.04% | −0.03 |
| AMD Advanced Micro Devices | Reduce -26.8% | 0.03% | −0.02 |
| GFFFX Amer FND GRW FD of Am-F2 | Sold out | 0.00% | −0.02 |
| WMT Walmart Inc. | Reduce -20.7% | 0.20% | −0.02 |
| CTAS Cintas Corp. | Reduce -3.9% | 0.14% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| PMAQX Principal Midcap Fund-R6 | Add +11177.5% | 2.13% | +2.11 |
| VINIX Vanguard Inst Index-Inst | Add +4.7% | 6.64% | +0.42 |
| VOO Vanguard S&P 500 ETF | Add +44.7% | 1.13% | +0.37 |
| AVGO Broadcom Inc. | Add +9.7% | 0.86% | +0.28 |
| AMZN Amazon.com Inc. | Add +0.7% | 1.20% | +0.20 |
| TSLA Tesla Inc. | Add +18.6% | 0.40% | +0.18 |
| IVV iShares Core S&P 500 ETF | Add +15.6% | 0.97% | +0.16 |
| VFIAX Vanguard 500 Index-Adm | Add +1.8% | 2.70% | +0.13 |
| CBRE CBRE Group Inc. Class A | Add +342.0% | 0.13% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +4.1% | 0.57% | +0.09 |
| AMAT Applied Materials Inc. | Add +221.8% | 0.14% | +0.09 |
| APP AppLovin Corp. Class A | Add +12.1% | 0.11% | +0.07 |
| DNSMX Driehaus Small Cap Grow-Inst | Add +6.9% | 0.86% | +0.06 |
| OAZIX Oakmark International-R6 | New | 0.06% | +0.06 |
| BMO Bank of Montreal | New | 0.05% | +0.05 |
| VSLU Applied Finance Valuat ETF | Add +15.8% | 0.32% | +0.05 |
| SFLNX Schwab Fndmntl US LRG Comp | Add +9.8% | 0.61% | +0.05 |
| JMGMX JPMorgan Mid Cap Growth-R6 | Add +8.8% | 0.59% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +59.1% | 0.11% | +0.04 |
| CRM Salesforce Inc. | Add +13.7% | 0.14% | +0.04 |
| JGASX JPMorgan Growth Advantag-I | Add +0.8% | 2.51% | +0.04 |
| VONV Vanguard Russell 1000 Value | New | 0.04% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +50.7% | 0.13% | +0.04 |
| ORCL Oracle Corp. | Add +14.0% | 0.30% | +0.03 |
| VTIP Vanguard Short-Term Tips | Add +25.8% | 0.16% | +0.03 |
| MCK McKesson Corp. | Add +6.2% | 0.16% | +0.03 |
| ITM Vaneck Intermediate Muni ETF | Add +85.8% | 0.07% | +0.03 |
| SMCO Hilton Small-Midcap Opp ETF | Add +243.0% | 0.04% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +19.3% | 0.34% | +0.03 |
| RCL Royal Caribbean Cruises Ltd. | Add +36.7% | 0.06% | +0.03 |
| VONG Vanguard Russell 1000 Growth | New | 0.03% | +0.03 |
| BKNG Booking Holdings Inc. | Add +7.5% | 0.12% | +0.03 |
| ETN Eaton Corp. PLC | Add +36.9% | 0.09% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +22.5% | 0.08% | +0.03 |
| GE General Electric | Add +217.4% | 0.04% | +0.02 |
| XOM Exxon Mobil Corp. | Add +20.7% | 0.23% | +0.02 |
| LPLA LPL Financial Holdings Inc. | Add +15.2% | 0.06% | +0.02 |
| CAT Caterpillar Inc. | Add +93.9% | 0.05% | +0.02 |
| DVY iShares Select Dividend ETF | Add +20.4% | 0.14% | +0.02 |
| JMST JPM Ultra-Short Muni Income | Add +52.1% | 0.06% | +0.02 |
| NOW ServiceNow Inc. | Add +14.6% | 0.08% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +19.9% | 0.09% | +0.02 |
| ARE Alexandria Real Estate Equit | Add +77.7% | 0.06% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +5.2% | 0.14% | +0.02 |
| KKR KKR & Co. Inc. | Add +8.2% | 0.10% | +0.02 |
| DECK Deckers Outdoor Corp. | Add +1.6% | 0.08% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +20.3% | 0.10% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +23.1% | 0.08% | +0.02 |
| KD Kyndryl Holdings Inc. | Add +19.8% | 0.04% | +0.02 |
| TTE Totalenergies SE -Spon ADR | Add +43.8% | 0.10% | +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 |