Fulton Bank, N.A.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Fulton Bank, N.A. reported 639 stock positions worth $2.5 billion. Its top holding was Vanguard Inst Index-Inst (VINIX) at 6.8% of the portfolio, followed by Gldmn SCHS GQG PRT Intl-Inst (GSIMX, 3.4%) and T Rowe PR LRG Cap GRW-I (TRLGX, 3.2%). Compared with Q4 2024, it opened 29 new positions, sold out of 55, added to 211 and reduced 332. The biggest buy was Causeway Intl Val-Inst (CIVIX, shares +4%) and the biggest sale Nvidia (NVDA, shares −6%).

Most Recent 13F
Q2 2026
Location
Lancaster, PA
CIK
0000883782
Portfolio Value
$2.5B (Q1 2025)
SEC Filing
0000950123-25-003412 ↗ filed Apr 9, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $2.4B Q1 2024 Q2 2024: $2.5B Q2 2024 Q3 2024: $2.6B Q3 2024 Q4 2024: $2.6B Q4 2024 Q1 2025: $2.5B $2.5B Q1 2025 Q2 2025: $2.7B Q2 2025 Q3 2025: $2.9B Q3 2025 Q4 2025: $2.9B Q4 2025 Q1 2026: $2.8B Q1 2026 Q2 2026: $3.3B Q2 2026

Holdings 639 stocks · $2.5B

VINIX Vanguard Inst Index-Inst 6.83% 370,767 $169.1M Add +3.0%
GSIMX Gldmn SCHS GQG PRT Intl-Inst filed as GOLDMAN SACHS GQG PTNRS 3.42% 3,997,291 $84.6M Reduce -0.5%
TRLGX T Rowe PR LRG Cap GRW-I 3.18% 1,038,332 $78.7M Add +0.5%
AFVZX Applied Finance Select-Inst 2.92% 3,399,165 $72.2M Reduce -0.7%
SVFYX Smead Value Fund-Y 2.83% 912,545 $70.1M Reduce -0.1%
VFIAX Vanguard 500 Index-Adm 2.77% 132,473 $68.6M Add +2.6%
AAPL Apple Inc. 2.50% 278,270 $61.8M Reduce -2.3%
JGASX JPMorgan Growth Advantag-I 2.40% 1,634,831 $59.4M Add +1.2%
PMAQX Principal Midcap Fund-R6 2.23% 1,240,570 $55.1M Add +0.3%
VDIGX Vanguard Dividend Growth-Inv 2.17% 1,524,028 $53.8M Reduce -8.0%
TILIX Nuveen LRG Cap GRW Indx F-R6 2.16% 885,899 $53.4M Reduce -0.2%
MSFT Microsoft Corp. 1.78% 117,313 $44.0M Reduce -0.1%
GQGIX GQG Part Emerg MKTS Eq-Inst 1.71% 2,569,496 $42.4M Add +0.1%
VIGAX VNGD Mrngst Grwth Idx FD-Adm 1.61% 208,580 $39.8M Reduce -2.9%
VIMAX VNGD Mrngst MD-CP Idx FD-Adm filed as VANGUARD MID CAP INDEX A 1.56% 120,656 $38.6M Add +0.5%
FULT Fulton Financial Corp. 1.49% 2,039,303 $36.9M Reduce -0.1%
NVDA Nvidia Corp. 1.43% 326,982 $35.4M Reduce -5.5%
JLGMX JPMorgan Large Cap Grow-R6 1.36% 436,490 $33.7M Reduce -3.6%
CIVIX Causeway Intl Val-Inst 1.30% 1,578,767 $32.3M Add +4.2%
VTMGX Vanguard Dev MKT Indx-Adm 1.29% 1,961,463 $32.1M Add +3.6%
VSMAX Vangrd Mrgstr SML CP Idx-Adm filed as VANGUARD SMALL CAP INDEX ADMIRAL SHARES 1.26% 292,982 $31.1M Add +0.3%
VOO Vanguard S&P 500 ETF 1.22% 58,984 $30.3M Add +8.7%
UBVLX Undisc MGRS Behav Val-L 1.21% 369,371 $29.9M Add +1.4%
IWF iShares Russell 1000 Growth 1.20% 82,299 $29.7M Reduce -0.9%
AMZN Amazon.com Inc. 1.14% 148,248 $28.2M Add +4.7%
META Meta Platforms Inc. Class A 1.07% 45,785 $26.4M Reduce -1.5%
IVV iShares Core S&P 500 ETF 0.98% 43,021 $24.2M Add +0.6%
VVIAX VNGD Mrgstr Value Idx FD-Adm 0.90% 332,546 $22.4M Reduce -0.4%
DNSMX Driehaus Small Cap Grow-Inst 0.83% 1,051,793 $20.5M Add +9.9%
IWD iShares Russell 1000 Value E 0.82% 107,437 $20.2M Reduce -1.6%
GOOGL Alphabet Inc. Class A 0.77% 122,860 $19.0M Reduce -1.5%
JVMIX JH III Disc Mid Cap Val-I filed as JHANCOCK DISCIPLINED VALUE MID CAP I 0.75% 697,009 $18.5M Add +0.6%
MA Mastercard Inc. Class A 0.67% 30,478 $16.7M Reduce -1.9%
TILVX Nuveen LRG Cap Val Indx F-R6 0.64% 603,764 $15.8M Add +0.4%
SFLNX Schwab Fndmntl US LRG Comp 0.63% 556,450 $15.5M Reduce -1.4%
EGFIX Edgewood Growth Fund-Inst 0.61% 370,755 $15.1M Reduce -7.1%
AVGO Broadcom Inc. 0.60% 89,348 $15.0M Reduce -7.5%
JMGMX JPMorgan Mid Cap Growth-R6 0.58% 307,228 $14.4M Add +3.2%
MISMX Matthews Emrg MRK SM Co.-Inst 0.53% 576,530 $13.0M Add +0.2%
GOOG Alphabet Inc. Class C 0.50% 79,960 $12.5M Add +3.0%
JPM JPMorgan Chase & Co. 0.49% 49,232 $12.1M Reduce -7.7%
BRK.B Berkshire Hathaway Inc. Class B 0.48% 22,127 $11.8M Reduce -2.8%
LLY Eli Lilly & Co. 0.47% 13,997 $11.6M Reduce -5.2%
VMVAX Van Morst MD-Cap Val Ind-Adm 0.45% 134,233 $11.2M Add +0.4%
V Visa Inc. Class A 0.44% 31,238 $10.9M Reduce -1.9%
ABBV Abbvie Inc. 0.44% 51,883 $10.9M Reduce -2.2%
NFLX Netflix Inc. 0.38% 10,201 $9.5M Reduce -8.8%
HD Home Depot Inc. 0.38% 25,790 $9.5M Reduce -1.6%
KLAC KLA Corp. 0.38% 13,842 $9.4M Add +1.2%
CSCO Cisco Systems Inc. 0.34% 136,828 $8.4M Reduce -6.6%
CVX Chevron Corp. 0.34% 50,418 $8.4M Reduce -4.7%
EFA iShares MSCI Eafe ETF 0.34% 102,959 $8.4M Reduce -12.2%
VSLU Applied Finance Valuat ETF 0.34% 238,091 $8.3M Add +4.6%
VZ Verizon Communications Inc. 0.31% 167,406 $7.6M Add +0.5%
JNJ Johnson & Johnson 0.30% 45,266 $7.5M Reduce -4.8%
TSLA Tesla Inc. 0.30% 28,680 $7.4M Add +10.9%
GICIX Gldmn SCHS Intl S/C Insg-Ins 0.30% 565,202 $7.4M Add +1.8%
COST Costco Wholesale Corp. 0.30% 7,810 $7.4M Reduce -1.7%
MISIX Victory Trivalent Intl SM-I 0.30% 468,823 $7.3M Add +2.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.29% 28,950 $7.2M Reduce -5.6%
IWR iShares Russell Mid-Cap ETF 0.28% 82,131 $7.0M No change
JOHIX Johcm International Sel-Inst filed as PERPETUAL AMERICAS FUNDS TRU 0.28% 297,374 $6.9M Reduce -6.3%
VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM 0.27% 50,855 $6.8M Reduce -0.4%
XOM Exxon Mobil Corp. 0.27% 57,162 $6.8M Add +4.0%
KO The Coca-Cola Co. 0.26% 88,889 $6.4M Add +10.3%
ORCL Oracle Corp. 0.25% 45,068 $6.3M Reduce -3.6%
MRK Merck & Co. Inc. 0.25% 69,002 $6.2M Reduce -3.4%
PM Philip Morris International 0.24% 38,094 $6.0M Reduce -3.6%
ADBE Adobe Inc. 0.24% 15,534 $6.0M Reduce -4.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 137,144 $5.7M Reduce -7.9%
URI United Rentals Inc. 0.23% 9,050 $5.7M Reduce -1.5%
AMGN Amgen Inc. 0.22% 17,611 $5.5M Reduce -1.3%
VEIRX Vanguard Equity Income-Adm 0.22% 60,531 $5.4M Add +1.5%
ROP Roper Technologies Inc. 0.22% 9,192 $5.4M Add +1.1%
APH Amphenol Corp. Class A 0.22% 81,685 $5.4M Reduce -3.1%
UNH Unitedhealth Group Inc. 0.22% 10,224 $5.4M Reduce -5.5%
SOXX iShares Semiconductor ETF 0.22% 28,350 $5.3M Reduce -10.7%
SVAIX Fed Herm Strat Val DVD-Is 0.20% 805,909 $5.1M Reduce -3.2%
NWKDX Nationw Gnva S/C GR-Inst SRV 0.20% 64,538 $5.0M Reduce -4.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.20% 41,318 $5.0M Reduce -3.1%
WMT Walmart Inc. 0.20% 55,929 $4.9M Reduce -3.4%
JVLIX JH III-Disciplined Val-I filed as JHANCOCK DISCIPLINED VAL 0.19% 215,004 $4.8M Add +16.8%
DINDX MRGN Stnly Incm Opr FND-Iusd filed as MORGAN STANLEY GBL FIXD INM 0.19% 893,443 $4.7M Add +0.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 47,519 $4.7M Reduce -9.5%
DRI Darden Restaurants Inc. 0.19% 22,565 $4.7M Reduce -6.7%
PG The Procter & Gamble Co. 0.19% 27,225 $4.6M Reduce -1.5%
VTIP Vanguard Short-Term Tips 0.19% 92,375 $4.6M Add +7.2%
WCMIX WCM Focused Intl Growth-Inst 0.18% 196,870 $4.5M Add +3.9%
MCK McKesson Corp. 0.18% 6,678 $4.5M Reduce -10.4%
AMAT Applied Materials Inc. 0.17% 29,413 $4.3M Add +31.8%
HPQ HP Inc. 0.17% 151,590 $4.2M Add +0.3%
LOW Lowe's Cos Inc. 0.17% 17,564 $4.1M Add +5.4%
CTAS Cintas Corp. 0.16% 19,838 $4.1M Reduce -3.3%
ABT Abbott Laboratories 0.16% 30,158 $4.0M Add +1.3%
DUK Duke Energy Corp. 0.16% 32,146 $3.9M Reduce -1.5%
PNC PNC Financial Services Group 0.16% 22,258 $3.9M Reduce -2.7%
ACN Accenture PLC Class A 0.16% 12,389 $3.9M Reduce -2.1%
IEFA iShares Core MSCI Eafe ETF 0.15% 50,505 $3.8M Add +4.4%
FISV Fiserv Inc. 0.15% 16,995 $3.8M Reduce -11.3%
VTI VG Morningstar TS MKT ETF-US 0.15% 13,610 $3.7M Add +2.6%

Show all 639 holdings

Portfolio Sells Q4 2024 → Q1 2025

NVDA Nvidia Corp. Reduce -5.5% 1.43% −0.36
AVGO Broadcom Inc. Reduce -7.5% 0.60% −0.26
AAPL Apple Inc. Reduce -2.3% 2.50% −0.25
GOOGL Alphabet Inc. Class A Reduce -1.5% 0.77% −0.14
VIGAX VNGD Mrngst Grwth Idx FD-Adm Reduce -2.9% 1.61% −0.14
VDIGX Vanguard Dividend Growth-Inv Reduce -8.0% 2.17% −0.14
TILIX Nuveen LRG Cap GRW Indx F-R6 Reduce -0.2% 2.16% −0.14
MSFT Microsoft Corp. Reduce -0.1% 1.78% −0.13
JLGMX JPMorgan Large Cap Grow-R6 Reduce -3.6% 1.36% −0.10
IWF iShares Russell 1000 Growth Reduce -0.9% 1.20% −0.09
EGFIX Edgewood Growth Fund-Inst Reduce -7.1% 0.61% −0.07
TTD Trade Desk Inc./the Class A Reduce -27.5% 0.03% −0.06
SOXX iShares Semiconductor ETF Reduce -10.7% 0.22% −0.05
ORCL Oracle Corp. Reduce -3.6% 0.25% −0.05
DECK Deckers Outdoor Corp. Reduce -8.1% 0.04% −0.04
ADBE Adobe Inc. Reduce -4.0% 0.24% −0.04
DIS The Walt Disney Co. Reduce -9.5% 0.19% −0.04
PWR Quanta Services Inc. Reduce -7.8% 0.12% −0.03
STZ Constellation Brands Inc. Class A Reduce -15.4% 0.09% −0.03
DE Deere & Co. Reduce -57.2% 0.03% −0.03
ANET Arista Networks Inc. Reduce -10.9% 0.06% −0.03
TGT Target Corp. Reduce -0.6% 0.13% −0.03
FULT Fulton Financial Corp. Reduce -0.1% 1.49% −0.03
SKYY First Trust Cloud Computing Reduce -24.0% 0.06% −0.03
ELF Elf Beauty Inc. Reduce -36.3% 0.01% −0.03
HON Honeywell International Inc. Reduce -14.4% 0.13% −0.02
KKR KKR & Co. Inc. Reduce -7.6% 0.07% −0.02
MRK Merck & Co. Inc. Reduce -3.4% 0.25% −0.02
DODFX Dodge & Cox Intl STCK-I Sold out 0.00% −0.02
CMI Cummins Inc. Reduce -12.1% 0.10% −0.02
BAC Bank of America Corp. Reduce -7.9% 0.23% −0.02
URI United Rentals Inc. Reduce -1.5% 0.23% −0.02
FDX FedEx Corp. Reduce -26.0% 0.04% −0.02
NWKDX Nationw Gnva S/C GR-Inst SRV Reduce -4.1% 0.20% −0.02
APP AppLovin Corp. Class A Reduce -5.0% 0.09% −0.02
ULTA Ulta Beauty Inc. Reduce -40.4% 0.02% −0.02
AMP Ameriprise Financial Inc. Reduce -6.9% 0.15% −0.02
DKS Dick's Sporting Goods Inc. Reduce -5.6% 0.12% −0.02
INCY Incyte Corp. Reduce -16.7% 0.06% −0.02
RCL Royal Caribbean Cruises Ltd. Reduce -25.2% 0.04% −0.02
PKBK Parke Bancorp Inc. Reduce -50.5% 0.02% −0.02
TMO Thermo Fisher Scientific Inc. Reduce -11.0% 0.15% −0.02
PFE Pfizer Inc. Reduce -17.7% 0.08% −0.02
WAB Wabtec Corp. Reduce -13.7% 0.11% −0.02
COIN Coinbase Global Inc. Class A Reduce -6.1% 0.04% −0.02
BAH Booz Allen Hamilton Holdings Reduce -40.5% 0.02% −0.02
MCHP Microchip Technology Inc. Reduce -36.3% 0.02% −0.02
ACN Accenture PLC Class A Reduce -2.1% 0.16% −0.02
HUBB Hubbell Inc. Reduce -20.4% 0.03% −0.02
WSM Williams-Sonoma Inc. Reduce -8.0% 0.07% −0.02

Portfolio Buys Q4 2024 → Q1 2025

CIVIX Causeway Intl Val-Inst Add +4.2% 1.30% +0.22
VINIX Vanguard Inst Index-Inst Add +3.0% 6.83% +0.18
VTMGX Vanguard Dev MKT Indx-Adm Add +3.6% 1.29% +0.17
PMAQX Principal Midcap Fund-R6 Add +0.3% 2.23% +0.10
VOO Vanguard S&P 500 ETF Add +8.7% 1.22% +0.10
GQGIX GQG Part Emerg MKTS Eq-Inst Add +0.1% 1.71% +0.07
VFIAX Vanguard 500 Index-Adm Add +2.6% 2.77% +0.07
KO The Coca-Cola Co. Add +10.3% 0.26% +0.06
VZ Verizon Communications Inc. Add +0.5% 0.31% +0.05
KLAC KLA Corp. Add +1.2% 0.38% +0.05
VIMAX VNGD Mrngst MD-CP Idx FD-Adm Add +0.5% 1.56% +0.05
XOM Exxon Mobil Corp. Add +4.0% 0.27% +0.05
CVS CVS Health Corp. Add +13.9% 0.10% +0.05
TILVX Nuveen LRG Cap Val Indx F-R6 Add +0.4% 0.64% +0.04
LKQ LKQ Corp. Add +21.0% 0.14% +0.04
FLEX Flex Ltd. Add +209.8% 0.06% +0.04
ROP Roper Technologies Inc. Add +1.1% 0.22% +0.04
GICIX Gldmn SCHS Intl S/C Insg-Ins Add +1.8% 0.30% +0.04
JVLIX JH III-Disciplined Val-I Add +16.8% 0.19% +0.04
MISIX Victory Trivalent Intl SM-I Add +2.7% 0.30% +0.03
SNY Sanofi-ADR Add +13.3% 0.12% +0.03
AMAT Applied Materials Inc. Add +31.8% 0.17% +0.03
TTE Totalenergies SE -Spon ADR Add +6.7% 0.13% +0.03
GE General Electric Add +46.6% 0.07% +0.03
ABT Abbott Laboratories Add +1.3% 0.16% +0.03
FE Firstenergy Corp. Add +123.0% 0.05% +0.03
ACWI iShares MSCI Acwi ETF New 0.03% +0.03
NGG National Grid PLC-SP ADR Add +15.1% 0.11% +0.03
AZO AutoZone Inc. Add +59.5% 0.05% +0.03
JVMIX JH III Disc Mid Cap Val-I Add +0.6% 0.75% +0.03
APTV Aptiv PLC Add +28.0% 0.11% +0.03
UBVLX Undisc MGRS Behav Val-L Add +1.4% 1.21% +0.03
VTIP Vanguard Short-Term Tips Add +7.2% 0.19% +0.03
ORLY O'reilly Automotive Inc. Add +0.1% 0.11% +0.02
SMCO Hilton Small-Midcap Opp ETF Add +62.6% 0.06% +0.02
IEFA iShares Core MSCI Eafe ETF Add +4.4% 0.15% +0.02
WCMIX WCM Focused Intl Growth-Inst Add +3.9% 0.18% +0.02
UBER Uber Technologies Inc. Add +12.5% 0.07% +0.02
TIEIX Nuveen Equity Index Fund-R6 New 0.02% +0.02
SFNNX Schwab Fndmnl Intl LRG Comp Add +5.1% 0.12% +0.02
ALL Allstate Corp. Add +73.6% 0.04% +0.02
VMVAX Van Morst MD-Cap Val Ind-Adm Add +0.4% 0.45% +0.02
HELO JPMorgan Hedged Equity ETF New 0.02% +0.02
DGX Quest Diagnostics Inc. New 0.02% +0.02
DHI D.R. Horton Inc. Add +22.6% 0.12% +0.02
PPL PPL Corp. Add +6.9% 0.09% +0.02
KDP Keurig Dr Pepper Inc. Add +15.2% 0.08% +0.02
VEIRX Vanguard Equity Income-Adm Add +1.5% 0.22% +0.02
SPOT Spotify Technology SA Add +55.3% 0.03% +0.02
SCHW Schwab (charles) Corp. Add +110.6% 0.03% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 694$3.3BVINIX, TRLGX, GSIMX, VFIAX, JGASX
Q1 2026 656$2.8BVINIX, GSIMX, TRLGX, VFIAX, AFVZX
Q4 2025 668$2.9BVINIX, GSIMX, TRLGX, VFIAX, AFVZX
Q3 2025 667$2.9BVINIX, TRLGX, GSIMX, VFIAX, AFVZX
Q2 2025 666$2.7BVINIX, GSIMX, TRLGX, VFIAX, AFVZX
Q1 2025 639$2.5BVINIX, GSIMX, TRLGX, AFVZX, SVFYX
Q4 2024 665$2.6BVINIX, TRLGX, GSIMX, AFVZX, SVFYX
Q3 2024 659$2.6BVINIX, GSIMX, TRLGX, SVFYX, AFVZX
Q2 2024 630$2.5BVINIX, GSIMX, TRLGX, SVFYX, AFVZX
Q1 2024 614$2.4BVINIX, GSIMX, SVFYX, AFVZX, TRLGX