Fulton Bank, N.A.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Fulton Bank, N.A. reported 666 stock positions worth $2.7 billion. Its top holding was Vanguard Inst Index-Inst (VINIX) at 6.9% of the portfolio, followed by Gldmn SCHS GQG PRT Intl-Inst (GSIMX, 3.3%) and T Rowe PR LRG Cap GRW-I (TRLGX, 3.3%). Compared with Q1 2025, it opened 57 new positions, sold out of 30, added to 234 and reduced 336. The biggest buy was a new position in Dimensional US High Profi Et (DUHP) and the biggest sale Vanguard Dividend Growth-Inv (VDIGX, shares −59%).

Most Recent 13F
Q2 2026
Location
Lancaster, PA
CIK
0000883782
Portfolio Value
$2.7B (Q2 2025)
SEC Filing
0000950123-25-006275 ↗ filed Jul 10, 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 Q1 2025 Q2 2025: $2.7B $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 666 stocks · $2.7B

VINIX Vanguard Inst Index-Inst 6.90% 370,280 $186.7M Reduce -0.1%
GSIMX Gldmn SCHS GQG PRT Intl-Inst filed as GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL 3.34% 3,990,502 $90.4M Reduce -0.2%
TRLGX T Rowe PR LRG Cap GRW-I 3.33% 1,018,388 $90.0M Reduce -1.9%
VFIAX Vanguard 500 Index-Adm 2.87% 135,524 $77.6M Add +2.3%
AFVZX Applied Finance Select-Inst 2.79% 3,327,420 $75.5M Reduce -2.1%
JGASX JPMorgan Growth Advantag-I 2.62% 1,646,197 $70.9M Add +0.7%
SVFYX Smead Value Fund-Y 2.35% 846,946 $63.5M Reduce -7.2%
TILIX Nuveen LRG Cap GRW Indx F-R6 2.22% 844,458 $60.0M Reduce -4.7%
PMAQX Principal Midcap Fund-R6 2.17% 1,242,397 $58.7M Add +0.1%
MSFT Microsoft Corp. 2.12% 115,480 $57.4M Reduce -1.6%
AAPL Apple Inc. 2.09% 275,274 $56.5M Reduce -1.1%
NVDA Nvidia Corp. 1.97% 337,910 $53.4M Add +3.3%
VIGAX VNGD Mrngst Grwth Idx FD-Adm 1.65% 197,407 $44.6M Reduce -5.4%
GQGIX GQG Part Emerg MKTS Eq-Inst 1.57% 2,441,992 $42.4M Reduce -5.0%
VIMAX VNGD Mrngst MD-CP Idx FD-Adm 1.46% 114,244 $39.6M Reduce -5.3%
CIVIX Causeway Intl Val-Inst 1.41% 1,701,346 $38.3M Add +7.8%
JLGMX JPMorgan Large Cap Grow-R6 1.38% 419,051 $37.4M Reduce -4.0%
VOO Vanguard S&P 500 ETF 1.33% 63,455 $36.0M Add +7.6%
VTMGX Vanguard Dev MKT Indx-Adm 1.27% 1,874,498 $34.4M Reduce -4.4%
IWF iShares Russell 1000 Growth 1.22% 78,106 $33.2M Reduce -5.1%
META Meta Platforms Inc. Class A 1.22% 44,746 $33.0M Reduce -2.3%
AMZN Amazon.com Inc. 1.21% 149,078 $32.7M Add +0.6%
VSMAX Vangrd Mrgstr SML CP Idx-Adm 1.18% 280,417 $31.9M Reduce -4.3%
FULT Fulton Financial Corp. 1.14% 1,705,334 $30.8M Reduce -16.4%
UBVLX Undisc MGRS Behav Val-L 1.13% 373,469 $30.6M Add +1.1%
IVV iShares Core S&P 500 ETF 1.10% 47,766 $29.7M Add +11.0%
DUHP Dimensional US High Profi Et 1.09% 829,280 $29.5M New
TILVX Nuveen LRG Cap Val Indx F-R6 0.98% 979,057 $26.6M Add +62.2%
AVGO Broadcom Inc. 0.93% 91,365 $25.2M Add +2.3%
DNSMX Driehaus Small Cap Grow-Inst 0.92% 1,119,304 $24.8M Add +6.4%
VDIGX Vanguard Dividend Growth-Inv 0.85% 632,291 $23.0M Reduce -58.5%
VVIAX VNGD Mrgstr Value Idx FD-Adm 0.81% 316,830 $21.8M Reduce -4.7%
GOOGL Alphabet Inc. Class A 0.78% 120,045 $21.2M Reduce -2.3%
IWD iShares Russell 1000 Value E 0.78% 108,568 $21.1M Add +1.1%
JVMIX JH III Disc Mid Cap Val-I filed as JHANCOCK DISCIPLINED VALUE MID CAP I 0.77% 728,144 $20.8M Add +4.5%
SFLNX Schwab Fndmntl US LRG Comp 0.66% 615,823 $18.0M Add +10.7%
MA Mastercard Inc. Class A 0.61% 29,367 $16.5M Reduce -3.6%
JMGMX JPMorgan Mid Cap Growth-R6 0.60% 293,607 $16.3M Reduce -4.4%
GLIFX Lazard GLBL LSTD Infra-Inst 0.60% 902,464 $16.2M New
EGFIX Edgewood Growth Fund-Inst 0.57% 324,984 $15.4M Reduce -12.3%
MISMX Matthews Emrg MRK SM Co.-Inst 0.54% 566,513 $14.7M Reduce -1.7%
NFLX Netflix Inc. 0.51% 10,264 $13.7M Add +0.6%
JPM JPMorgan Chase & Co. 0.50% 46,427 $13.5M Reduce -5.7%
GOOG Alphabet Inc. Class C 0.47% 71,393 $12.7M Reduce -10.7%
KLAC KLA Corp. 0.43% 13,012 $11.7M Reduce -6.0%
VMVAX Van Morst MD-Cap Val Ind-Adm 0.43% 136,108 $11.6M Add +1.4%
V Visa Inc. Class A 0.40% 30,385 $10.8M Reduce -2.7%
BRK.B Berkshire Hathaway Inc. Class B 0.38% 21,325 $10.4M Reduce -3.6%
LLY Eli Lilly & Co. 0.38% 13,183 $10.3M Reduce -5.8%
VSLU Applied Finance Valuat ETF 0.38% 259,324 $10.2M Add +8.9%
ABBV Abbvie Inc. 0.35% 51,443 $9.5M Reduce -0.8%
HD Home Depot Inc. 0.35% 25,802 $9.5M Add +0.1%
ORCL Oracle Corp. 0.34% 42,663 $9.3M Reduce -5.3%
TSLA Tesla Inc. 0.34% 29,254 $9.3M Add +2.0%
EFA iShares MSCI Eafe ETF 0.34% 103,230 $9.2M Add +0.3%
CSCO Cisco Systems Inc. 0.33% 130,108 $9.0M Reduce -4.9%
GICIX Gldmn SCHS Intl S/C Insg-Ins 0.32% 560,984 $8.7M Reduce -0.8%
MISIX Victory Trivalent Intl SM-I 0.32% 458,394 $8.6M Reduce -2.2%
APH Amphenol Corp. Class A 0.30% 82,237 $8.1M Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.30% 27,221 $8.0M Reduce -6.0%
COST Costco Wholesale Corp. 0.29% 7,803 $7.7M Reduce -0.1%
IWR iShares Russell Mid-Cap ETF 0.28% 82,516 $7.6M Add +0.5%
VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MKT IDX ADM 0.28% 50,643 $7.5M Reduce -0.4%
CVX Chevron Corp. 0.26% 49,907 $7.1M Reduce -1.0%
XOM Exxon Mobil Corp. 0.26% 65,848 $7.1M Add +15.2%
JVLIX JH III-Disciplined Val-I 0.26% 293,655 $7.0M Add +36.6%
VZ Verizon Communications Inc. 0.25% 159,306 $6.9M Reduce -4.8%
URI United Rentals Inc. 0.25% 9,117 $6.9M Add +0.7%
JNJ Johnson & Johnson 0.25% 44,094 $6.7M Reduce -2.6%
SOXX iShares Semiconductor ETF 0.25% 28,050 $6.7M Reduce -1.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 126,640 $6.0M Reduce -7.7%
WCMIX WCM Focused Intl Growth-Inst 0.22% 216,291 $5.9M Add +9.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.21% 46,635 $5.8M Reduce -1.9%
VTIP Vanguard Short-Term Tips 0.21% 110,693 $5.6M Add +19.8%
ADBE Adobe Inc. 0.21% 14,353 $5.6M Reduce -7.6%
VEIRX Vanguard Equity Income-Adm 0.20% 58,128 $5.4M Reduce -4.0%
KO The Coca-Cola Co. 0.20% 75,552 $5.3M Reduce -15.0%
NWKDX Nationw Gnva S/C GR-Inst SRV 0.20% 64,777 $5.3M Add +0.4%
WMT Walmart Inc. 0.19% 53,270 $5.2M Reduce -4.8%
AMAT Applied Materials Inc. 0.19% 28,303 $5.2M Reduce -3.8%
MRK Merck & Co. Inc. 0.19% 65,384 $5.2M Reduce -5.2%
PM Philip Morris International 0.19% 27,900 $5.1M Reduce -26.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.19% 40,906 $5.1M Reduce -1.0%
AMGN Amgen Inc. 0.19% 17,992 $5.0M Add +2.2%
IEFA iShares Core MSCI Eafe ETF 0.18% 57,788 $4.8M Add +14.4%
ROP Roper Technologies Inc. 0.18% 8,510 $4.8M Reduce -7.4%
PNC PNC Financial Services Group 0.17% 25,012 $4.7M Add +12.4%
MCK McKesson Corp. 0.17% 6,329 $4.6M Reduce -5.2%
SVAIX Fed Herm Strat Val DVD-Is 0.17% 739,323 $4.6M Reduce -8.3%
JOHIX Johcm International Sel-Inst 0.17% 172,213 $4.5M Reduce -42.1%
CTAS Cintas Corp. 0.17% 20,291 $4.5M Add +2.3%
DINDX MRGN Stnly Incm Opr FND-Iusd filed as MORGAN STANLEY GBL FIXD INM 0.17% 844,577 $4.5M Reduce -5.5%
DRI Darden Restaurants Inc. 0.16% 19,592 $4.3M Reduce -13.2%
PWR Quanta Services Inc. 0.16% 11,252 $4.3M Reduce -3.2%
PG The Procter & Gamble Co. 0.16% 26,569 $4.2M Reduce -2.4%
VTI VG Morningstar TS MKT ETF-US 0.15% 13,608 $4.1M Reduce -0.0%
MS Morgan Stanley 0.15% 28,614 $4.0M Reduce -4.5%
DVY iShares Select Dividend ETF 0.15% 29,709 $3.9M Add +10.4%
HLMVX Hrdng LVNR GLBL Eqty-Inst 0.14% 106,732 $3.9M Add +7.4%
AMP Ameriprise Financial Inc. 0.14% 7,082 $3.8M Reduce -7.3%

Show all 666 holdings

Portfolio Sells Q1 2025 → Q2 2025

VDIGX Vanguard Dividend Growth-Inv Reduce -58.5% 0.85% −1.33
SVFYX Smead Value Fund-Y Reduce -7.2% 2.35% −0.48
AAPL Apple Inc. Reduce -1.1% 2.09% −0.41
FULT Fulton Financial Corp. Reduce -16.4% 1.14% −0.35
GQGIX GQG Part Emerg MKTS Eq-Inst Reduce -5.0% 1.57% −0.14
AFVZX Applied Finance Select-Inst Reduce -2.1% 2.79% −0.13
UNH Unitedhealth Group Inc. Reduce -18.4% 0.10% −0.12
BMY Bristol-Myers Squibb Co. Reduce -73.5% 0.03% −0.11
JOHIX Johcm International Sel-Inst Reduce -42.1% 0.17% −0.11
VVIAX VNGD Mrgstr Value Idx FD-Adm Reduce -4.7% 0.81% −0.10
VIMAX VNGD Mrngst MD-CP Idx FD-Adm Reduce -5.3% 1.46% −0.10
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.6% 0.38% −0.09
LLY Eli Lilly & Co. Reduce -5.8% 0.38% −0.09
ABBV Abbvie Inc. Reduce -0.8% 0.35% −0.09
VSMAX Vangrd Mrgstr SML CP Idx-Adm Reduce -4.3% 1.18% −0.08
GSIMX Gldmn SCHS GQG PRT Intl-Inst Reduce -0.2% 3.34% −0.08
CVX Chevron Corp. Reduce -1.0% 0.26% −0.08
MA Mastercard Inc. Class A Reduce -3.6% 0.61% −0.06
KO The Coca-Cola Co. Reduce -15.0% 0.20% −0.06
MRK Merck & Co. Inc. Reduce -5.2% 0.19% −0.06
PM Philip Morris International Reduce -26.8% 0.19% −0.06
JNJ Johnson & Johnson Reduce -2.6% 0.25% −0.05
VZ Verizon Communications Inc. Reduce -4.8% 0.25% −0.05
GILD Gilead Sciences Inc. Reduce -30.9% 0.09% −0.05
ETR Entergy Corp. Reduce -69.9% 0.02% −0.05
FISV Fiserv Inc. Reduce -3.4% 0.10% −0.05
HPQ HP Inc. Reduce -8.4% 0.13% −0.04
EGFIX Edgewood Growth Fund-Inst Reduce -12.3% 0.57% −0.04
V Visa Inc. Class A Reduce -2.7% 0.40% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -5.7% 0.10% −0.04
ROP Roper Technologies Inc. Reduce -7.4% 0.18% −0.04
LYB Lyondellbasell Indu Class A Reduce -35.9% 0.04% −0.04
PAYX Paychex Inc. Sold out 0.00% −0.04
T AT&T Inc. Reduce -33.0% 0.06% −0.04
COP Conocophillips Reduce -3.6% 0.11% −0.04
SVAIX Fed Herm Strat Val DVD-Is Reduce -8.3% 0.17% −0.04
LKQ LKQ Corp. Reduce -8.2% 0.10% −0.04
GOOG Alphabet Inc. Class C Reduce -10.7% 0.47% −0.04
ABT Abbott Laboratories Reduce -16.9% 0.13% −0.04
ADBE Adobe Inc. Reduce -7.6% 0.21% −0.04
DFS Discover Financial Services Sold out 0.00% −0.03
DDOG Datadog Inc. Class A Sold out 0.00% −0.03
JEF Jefferies Financial Group Inc. Sold out 0.00% −0.03
DRI Darden Restaurants Inc. Reduce -13.2% 0.16% −0.03
PG The Procter & Gamble Co. Reduce -2.4% 0.16% −0.03
SNY Sanofi-ADR Reduce -4.2% 0.09% −0.03
NEE Nextera Energy Inc. Reduce -24.2% 0.06% −0.03
PGR Progressive Corp. Reduce -36.5% 0.03% −0.03
LOW Lowe's Cos Inc. Reduce -3.6% 0.14% −0.03
VTMGX Vanguard Dev MKT Indx-Adm Reduce -4.4% 1.27% −0.02

Portfolio Buys Q1 2025 → Q2 2025

DUHP Dimensional US High Profi Et New 1.09% +1.09
GLIFX Lazard GLBL LSTD Infra-Inst New 0.60% +0.60
NVDA Nvidia Corp. Add +3.3% 1.97% +0.54
TILVX Nuveen LRG Cap Val Indx F-R6 Add +62.2% 0.98% +0.34
AVGO Broadcom Inc. Add +2.3% 0.93% +0.33
JGASX JPMorgan Growth Advantag-I Add +0.7% 2.62% +0.22
NFLX Netflix Inc. Add +0.6% 0.51% +0.12
IVV iShares Core S&P 500 ETF Add +11.0% 1.10% +0.12
CIVIX Causeway Intl Val-Inst Add +7.8% 1.41% +0.11
VOO Vanguard S&P 500 ETF Add +7.6% 1.33% +0.11
VFIAX Vanguard 500 Index-Adm Add +2.3% 2.87% +0.10
DNSMX Driehaus Small Cap Grow-Inst Add +6.4% 0.92% +0.09
APH Amphenol Corp. Class A Add +0.7% 0.30% +0.08
BTI British American Tob-SP ADR New 0.08% +0.08
AMZN Amazon.com Inc. Add +0.6% 1.21% +0.07
GSK GSK PLC-Spon ADR New 0.07% +0.07
JVLIX JH III-Disciplined Val-I Add +36.6% 0.26% +0.06
SNOW Snowflake Inc. Add +327.7% 0.07% +0.06
TSLA Tesla Inc. Add +2.0% 0.34% +0.04
VSLU Applied Finance Valuat ETF Add +8.9% 0.38% +0.04
SFLNX Schwab Fndmntl US LRG Comp Add +10.7% 0.66% +0.04
WCMIX WCM Focused Intl Growth-Inst Add +9.9% 0.22% +0.04
COF Capital One Financial Corp. Add +145.2% 0.06% +0.03
VONV Vanguard Russell 1000 Value Add +71.6% 0.09% +0.03
FLEX Flex Ltd. Add +7.5% 0.09% +0.03
FE Firstenergy Corp. Add +69.1% 0.08% +0.03
GE General Electric Add +18.6% 0.10% +0.03
IJH iShares Core S&P Midcap ETF Add +30.4% 0.13% +0.03
NOW ServiceNow Inc. Add +22.1% 0.09% +0.03
VEXAX Vanguard Ext MKT Indx-Adm Add +99.0% 0.05% +0.03
SMCO Hilton Small-Midcap Opp ETF Add +42.7% 0.09% +0.03
RJF Raymond James Financial Inc. Add +166.2% 0.04% +0.03
KMB Kimberly-Clark Corp. Add +86.8% 0.07% +0.03
VGIAX Vanguard Growth & Income-Adm New 0.02% +0.02
URI United Rentals Inc. Add +0.7% 0.25% +0.02
BKNG Booking Holdings Inc. Add +6.0% 0.14% +0.02
IEFA iShares Core MSCI Eafe ETF Add +14.4% 0.18% +0.02
JVMIX JH III Disc Mid Cap Val-I Add +4.5% 0.77% +0.02
VXF Vanguard Extended Market ETF Add +204.7% 0.03% +0.02
APP AppLovin Corp. Class A Add +2.9% 0.11% +0.02
LHX L3HARRIS Technologies Inc. New 0.02% +0.02
VONG Vanguard Russell 1000 Growth Add +47.0% 0.06% +0.02
VTIP Vanguard Short-Term Tips Add +19.8% 0.21% +0.02
GFFFX Amer FND GRW FD of Am-F2 New 0.02% +0.02
HOOD Robinhood Markets Inc. Class A New 0.02% +0.02
QQQ Invesco QQQ Trust Series 1 Add +11.4% 0.11% +0.02
MCHP Microchip Technology Inc. Add +39.6% 0.04% +0.02
VONE Vanguard Russell 1000 New 0.02% +0.02
RCL Royal Caribbean Cruises Ltd. Add +0.8% 0.06% +0.02
CRWD CrowdStrike Holdings Inc. Class A Add +8.4% 0.05% +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