Fulton Bank, N.A.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 8, 2026), Fulton Bank, N.A. reported 668 stock positions worth $2.9 billion. Its top holding was Vanguard Inst Index-Inst (VINIX) at 7.0% of the portfolio, followed by Gldmn SCHS GQG PRT Intl-Inst (GSIMX, 3.2%) and T Rowe PR LRG Cap GRW-I (TRLGX, 3.1%). Compared with Q3 2025, it opened 42 new positions, sold out of 41, added to 314 and reduced 250. The biggest buy was a new position in iShares Ibonds Dec 2027 Term (IBTH) and the biggest sale Fulton Financial (FULT, shares −31%).

Most Recent 13F
Q2 2026
Location
Lancaster, PA
CIK
0000883782
Portfolio Value
$2.9B (Q4 2025)
SEC Filing
0001193125-26-007511 ↗ filed Jan 8, 2026

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 Q2 2025 Q3 2025: $2.9B Q3 2025 Q4 2025: $2.9B $2.9B Q4 2025 Q1 2026: $2.8B Q1 2026 Q2 2026: $3.3B Q2 2026

Holdings 668 stocks · $2.9B

VINIX Vanguard Inst Index-Inst 6.99% 366,553 $202.4M Add +1.1%
GSIMX Gldmn SCHS GQG PRT Intl-Inst filed as GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL 3.16% 4,075,830 $91.6M Add +2.9%
TRLGX T Rowe PR LRG Cap GRW-I 3.05% 1,038,823 $88.3M Add +2.8%
VFIAX Vanguard 500 Index-Adm 2.86% 130,776 $82.6M Reduce -0.4%
AFVZX Applied Finance Select-Inst 2.62% 3,225,212 $75.7M Reduce -2.2%
AAPL Apple Inc. 2.59% 276,010 $75.0M Add +1.4%
JGASX JPMorgan Growth Advantag-I 2.56% 1,773,332 $74.2M Add +6.3%
TILIX Nuveen LRG Cap GRW Indx F-R6 2.35% 893,777 $67.9M Add +6.5%
SVFYX Smead Value Fund-Y 2.31% 816,257 $66.7M Reduce -3.8%
NVDA Nvidia Corp. 2.20% 341,523 $63.7M Add +2.5%
MSFT Microsoft Corp. 2.03% 121,669 $58.8M Add +3.8%
PMAQX Principal Midcap Fund-R6 1.92% 1,296,949 $55.7M Add +2.6%
VOO Vanguard S&P 500 ETF 1.59% 73,157 $45.9M Add +8.5%
VIGAX VNGD Mrngst Grwth Idx FD-Adm 1.56% 179,491 $45.1M Reduce -0.2%
GQGIX GQG Part Emerg MKTS Eq-Inst 1.50% 2,431,116 $43.3M Add +0.0%
CIVIX Causeway Intl Val-Inst 1.47% 1,812,500 $42.6M Add +3.3%
VIMAX VNGD Mrngst MD-CP Idx FD-Adm 1.41% 113,924 $40.9M Add +1.3%
JLGMX JPMorgan Large Cap Grow-R6 1.41% 470,374 $40.7M Add +13.6%
IVV iShares Core S&P 500 ETF 1.39% 58,895 $40.3M Add +9.3%
DUHP Dimensional US High Profi Et 1.36% 1,036,856 $39.4M Add +7.3%
VTMGX Vanguard Dev MKT Indx-Adm 1.31% 1,891,716 $38.0M Add +4.0%
IWF iShares Russell 1000 Growth 1.26% 77,304 $36.6M Add +0.3%
VSMAX Vangrd Mrgstr SML CP Idx-Adm 1.18% 276,501 $34.2M Add +2.9%
DNSMX Driehaus Small Cap Grow-Inst 1.14% 1,215,663 $33.1M Add +4.2%
GOOGL Alphabet Inc. Class A 1.14% 104,983 $32.9M Reduce -11.7%
AMZN Amazon.com Inc. 1.09% 136,873 $31.6M Reduce -7.8%
AVGO Broadcom Inc. 1.07% 89,249 $30.9M Add +4.1%
TILVX Nuveen LRG Cap Val Indx F-R6 1.01% 1,044,854 $29.2M Add +3.5%
META Meta Platforms Inc. Class A 0.98% 43,127 $28.5M Reduce -1.1%
UBVLX Undisc MGRS Behav Val-L 0.96% 356,035 $27.9M Reduce -6.5%
FULT Fulton Financial Corp. 0.80% 1,201,278 $23.2M Reduce -30.7%
VVIAX VNGD Mrgstr Value Idx FD-Adm 0.79% 306,135 $22.8M Reduce -2.6%
IWD iShares Russell 1000 Value E 0.77% 106,535 $22.4M Add +1.2%
GOOG Alphabet Inc. Class C 0.74% 67,816 $21.3M Reduce -6.0%
GLIFX Lazard GLBL LSTD Infra-Inst 0.72% 1,148,061 $20.9M Add +7.4%
SFLNX Schwab Fndmntl US LRG Comp 0.72% 646,070 $20.7M Add +3.3%
JVMIX JH III Disc Mid Cap Val-I 0.64% 678,907 $18.6M Reduce -7.4%
MA Mastercard Inc. Class A 0.56% 28,564 $16.3M Add +0.8%
JMGMX JPMorgan Mid Cap Growth-R6 0.53% 298,437 $15.4M Add +3.5%
JPM JPMorgan Chase & Co. 0.52% 46,545 $15.0M Add +2.5%
LLY Eli Lilly & Co. 0.51% 13,647 $14.7M Add +7.3%
VSLU Applied Finance Valuat ETF 0.49% 318,023 $14.1M Add +16.7%
TSLA Tesla Inc. 0.47% 30,244 $13.6M Add +3.6%
MISMX Matthews Emrg MRK SM Co.-Inst 0.47% 525,897 $13.5M Reduce -7.0%
VDIGX Vanguard Dividend Growth-Inv 0.45% 399,917 $13.1M Reduce -14.0%
VMVAX Van Morst MD-Cap Val Ind-Adm 0.45% 142,746 $13.1M Add +4.8%
KLAC KLA Corp. 0.44% 10,412 $12.7M Reduce -4.3%
ABBV Abbvie Inc. 0.37% 47,086 $10.8M Reduce -5.8%
V Visa Inc. Class A 0.37% 30,643 $10.7M Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.35% 20,156 $10.1M Reduce -4.3%
EFA iShares MSCI Eafe ETF 0.34% 103,767 $10.0M Add +0.6%
NFLX Netflix Inc. 0.32% 100,116 $9.4M Add +0.4%
CSCO Cisco Systems Inc. 0.32% 120,820 $9.3M Add +4.2%
MISIX Victory Trivalent Intl SM-I 0.32% 460,805 $9.2M Add +2.2%
JNJ Johnson & Johnson 0.32% 44,145 $9.1M Reduce -0.0%
GICIX Gldmn SCHS Intl S/C Insg-Ins 0.31% 551,998 $8.9M Reduce -2.4%
JVLIX JH III-Disciplined Val-I 0.31% 358,332 $8.9M Add +7.0%
HD Home Depot Inc. 0.30% 25,338 $8.7M Reduce -2.6%
ORCL Oracle Corp. 0.30% 44,372 $8.6M Add +20.1%
SOXX iShares Semiconductor ETF 0.29% 28,084 $8.5M Reduce -0.1%
EGFIX Edgewood Growth Fund-Inst 0.29% 267,511 $8.4M Reduce -42.1%
IEFA iShares Core MSCI Eafe ETF 0.29% 92,556 $8.3M Add +49.0%
VTSAX VNGD Mrngst TS MK Idx FD-Adm filed as VANGUARD TOTAL STOCK MARKET IN 0.28% 50,304 $8.2M Add +0.9%
IBTH iShares Ibonds Dec 2027 Term 0.28% 365,050 $8.2M New
APH Amphenol Corp. Class A 0.28% 60,505 $8.2M Reduce -15.9%
IWR iShares Russell Mid-Cap ETF 0.28% 84,862 $8.2M Add +1.6%
XOM Exxon Mobil Corp. 0.27% 64,252 $7.7M Add +1.1%
WCMIX WCM Focused Intl Growth-Inst 0.27% 308,948 $7.7M Add +33.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.24% 23,837 $7.1M Add +6.4%
URI United Rentals Inc. 0.24% 8,524 $6.9M Reduce -2.2%
MRK Merck & Co. Inc. 0.24% 65,215 $6.9M Add +5.1%
COST Costco Wholesale Corp. 0.23% 7,862 $6.8M Add +1.5%
AMAT Applied Materials Inc. 0.23% 25,408 $6.5M Reduce -2.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.22% 41,494 $6.4M Add +2.9%
WMT Walmart Inc. 0.22% 56,635 $6.3M Add +9.0%
CVX Chevron Corp. 0.21% 40,623 $6.2M Reduce -1.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.21% 110,192 $6.1M Reduce -3.0%
APP AppLovin Corp. Class A 0.20% 8,717 $5.9M Add +8.3%
AMGN Amgen Inc. 0.20% 17,419 $5.7M Reduce -1.3%
VZ Verizon Communications Inc. 0.19% 135,182 $5.5M Reduce -14.3%
IJH iShares Core S&P Midcap ETF 0.19% 82,822 $5.5M Add +48.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 47,878 $5.4M Add +4.9%
PNC PNC Financial Services Group 0.18% 24,971 $5.2M Add +3.7%
RTX RTX Corp. 0.18% 28,233 $5.2M Add +19.1%
VEIRX Vanguard Equity Income-Adm 0.17% 53,541 $5.0M Reduce -1.2%
MCK McKesson Corp. 0.17% 6,054 $5.0M Add +12.6%
NWKDX Nationw Gnva S/C GR-Inst SRV 0.17% 64,388 $5.0M Add +0.8%
ADBE Adobe Inc. 0.17% 13,813 $4.8M Reduce -3.4%
KO The Coca-Cola Co. 0.16% 66,952 $4.7M Reduce -6.0%
MU Micron Technology Inc. 0.16% 16,183 $4.6M Add +79.1%
VTI VG Morningstar TS MKT ETF-US 0.16% 13,770 $4.6M Add +0.1%
PM Philip Morris International 0.16% 28,691 $4.6M Add +5.8%
SVAIX Fed Herm Strat Val DVD-Is 0.16% 712,392 $4.6M Reduce -1.4%
XAGG Ev Income Opportunities ETF 0.15% 88,440 $4.5M New
IWM iShares Russell 2000 ETF 0.15% 17,800 $4.4M Add +9.8%
MS Morgan Stanley 0.15% 24,242 $4.3M Add +7.8%
DVY iShares Select Dividend ETF 0.15% 30,471 $4.3M No change
PWR Quanta Services Inc. 0.14% 9,911 $4.2M Reduce -1.5%
FXAIX Fidelity 500 Index Fund 0.14% 17,321 $4.1M Add +14.1%
CMI Cummins Inc. 0.14% 7,996 $4.1M Reduce -4.0%

Show all 668 holdings

Portfolio Sells Q3 2025 → Q4 2025

FULT Fulton Financial Corp. Reduce -30.7% 0.80% −0.33
EGFIX Edgewood Growth Fund-Inst Reduce -42.1% 0.29% −0.21
UBVLX Undisc MGRS Behav Val-L Reduce -6.5% 0.96% −0.18
AFVZX Applied Finance Select-Inst Reduce -2.2% 2.62% −0.16
SVFYX Smead Value Fund-Y Reduce -3.8% 2.31% −0.16
DINDX MRGN Stnly Incm Opr FND-Iusd Sold out 0.00% −0.16
VDIGX Vanguard Dividend Growth-Inv Reduce -14.0% 0.45% −0.14
META Meta Platforms Inc. Class A Reduce -1.1% 0.98% −0.14
JVMIX JH III Disc Mid Cap Val-I Reduce -7.4% 0.64% −0.13
HLMVX Hrdng LVNR GLBL Eqty-Inst Reduce -39.9% 0.07% −0.07
HD Home Depot Inc. Reduce -2.6% 0.30% −0.07
MISMX Matthews Emrg MRK SM Co.-Inst Reduce -7.0% 0.47% −0.06
PXSGX Virtus Kar SM Cap Grwth-I Reduce -70.7% 0.01% −0.05
URI United Rentals Inc. Reduce -2.2% 0.24% −0.05
VZ Verizon Communications Inc. Reduce -14.3% 0.19% −0.05
ARE Alexandria Real Estate Equit Sold out 0.00% −0.05
AMZN Amazon.com Inc. Reduce -7.8% 1.09% −0.05
HPQ HP Inc. Reduce -15.1% 0.10% −0.05
FISV Fiserv Inc. Reduce -9.7% 0.04% −0.04
JMST JPM Ultra-Short Muni Income Reduce -31.5% 0.07% −0.03
ABBV Abbvie Inc. Reduce -5.8% 0.37% −0.03
COP Conocophillips Reduce -22.1% 0.10% −0.03
DHI D.R. Horton Inc. Reduce -10.4% 0.09% −0.03
UBER Uber Technologies Inc. Reduce -20.4% 0.06% −0.03
ROP Roper Technologies Inc. Reduce -11.5% 0.10% −0.03
APH Amphenol Corp. Class A Reduce -15.9% 0.28% −0.03
KVUE Kenvue Inc. Sold out 0.00% −0.03
APTV Aptiv PLC Reduce -11.9% 0.09% −0.03
WMB Williams Cos Inc. Reduce -49.1% 0.02% −0.03
ZTS Zoetis Inc. Reduce -20.4% 0.05% −0.02
GICIX Gldmn SCHS Intl S/C Insg-Ins Reduce -2.4% 0.31% −0.02
COIN Coinbase Global Inc. Class A Reduce -1.3% 0.04% −0.02
PG The Procter & Gamble Co. Reduce -8.0% 0.11% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -4.3% 0.35% −0.02
DKS Dick's Sporting Goods Inc. Reduce -5.9% 0.10% −0.02
KMB Kimberly-Clark Corp. Reduce -3.8% 0.07% −0.02
CPRT Copart Inc. Reduce -22.5% 0.04% −0.02
VST Vistra Corp. Sold out 0.00% −0.02
BMO Bank of Montreal Reduce -26.1% 0.05% −0.02
QISCX Fed Her MDT SM Cap Cor-Is Reduce -8.4% 0.10% −0.02
FAST Fastenal Co. Reduce -0.7% 0.07% −0.02
LLPFX Longleaf Partners Fund Sold out 0.00% −0.02
BX Blackstone Inc. Reduce -13.8% 0.05% −0.02
MCO Moody's Corp. Sold out 0.00% −0.02
GSPKX Gldmn SCH US Eq DVD & PR-Ins Reduce -23.9% 0.04% −0.02
FCNTX Fidelity Contrafund Reduce -30.3% 0.03% −0.02
AZO AutoZone Inc. Reduce -11.2% 0.04% −0.02
XEL Xcel Energy Inc. Reduce -7.9% 0.08% −0.02
DHLRX Diamond Hill Large Cap-I Reduce -14.4% 0.06% −0.02
AMT American Tower Corp. Reduce -47.0% 0.01% −0.02

Portfolio Buys Q3 2025 → Q4 2025

IBTH iShares Ibonds Dec 2027 Term New 0.28% +0.28
AAPL Apple Inc. Add +1.4% 2.59% +0.17
LLY Eli Lilly & Co. Add +7.3% 0.51% +0.17
XAGG Ev Income Opportunities ETF New 0.15% +0.15
VOO Vanguard S&P 500 ETF Add +8.5% 1.59% +0.14
IVV iShares Core S&P 500 ETF Add +9.3% 1.39% +0.13
MU Micron Technology Inc. Add +79.1% 0.16% +0.11
VINIX Vanguard Inst Index-Inst Add +1.1% 6.99% +0.10
IEFA iShares Core MSCI Eafe ETF Add +49.0% 0.29% +0.10
DUHP Dimensional US High Profi Et Add +7.3% 1.36% +0.09
DNSMX Driehaus Small Cap Grow-Inst Add +4.2% 1.14% +0.09
VTMGX Vanguard Dev MKT Indx-Adm Add +4.0% 1.31% +0.09
PLTR Palantir Technologies Inc. Class A Add +406.8% 0.10% +0.08
VSLU Applied Finance Valuat ETF Add +16.7% 0.49% +0.08
AVGO Broadcom Inc. Add +4.1% 1.07% +0.08
GLIFX Lazard GLBL LSTD Infra-Inst Add +7.4% 0.72% +0.07
IWB iShares Russell 1000 ETF Add +239.2% 0.09% +0.06
IJH iShares Core S&P Midcap ETF Add +48.5% 0.19% +0.06
CME Cme Group Inc. New 0.06% +0.06
MRK Merck & Co. Inc. Add +5.1% 0.24% +0.06
CSCO Cisco Systems Inc. Add +4.2% 0.32% +0.04
TILIX Nuveen LRG Cap GRW Indx F-R6 Add +6.5% 2.35% +0.04
PAYX Paychex Inc. New 0.04% +0.04
WCMIX WCM Focused Intl Growth-Inst Add +33.5% 0.27% +0.04
RTX RTX Corp. Add +19.1% 0.18% +0.04
UL Unilever PLC-Sponsored ADR Add +242.4% 0.05% +0.04
IEMG iShares Core MSCI Emerging Add +83.8% 0.08% +0.04
VSMAX Vangrd Mrgstr SML CP Idx-Adm Add +2.9% 1.18% +0.04
LRCX Lam Research Corp. Add +19.2% 0.10% +0.03
GILD Gilead Sciences Inc. Add +37.5% 0.09% +0.03
WMT Walmart Inc. Add +9.0% 0.22% +0.03
SFLNX Schwab Fndmntl US LRG Comp Add +3.3% 0.72% +0.03
TSIIX Thornburg Strategic Inc. Class I New 0.03% +0.03
NVDA Nvidia Corp. Add +2.5% 2.20% +0.03
VGT Vanguard Info Tech ETF Add +354.8% 0.04% +0.03
MCK McKesson Corp. Add +12.6% 0.17% +0.03
IWD iShares Russell 1000 Value E Add +1.2% 0.77% +0.03
SPYG SS SPDR P S&P 500 Growth ETF New 0.02% +0.02
CAT Caterpillar Inc. Add +22.8% 0.08% +0.02
MS Morgan Stanley Add +7.8% 0.15% +0.02
IBM Intl Business Machines Corp. Add +6.4% 0.24% +0.02
SMCO Hilton Small-Midcap Opp ETF Add +24.7% 0.12% +0.02
MO Altria Group Inc. Add +98.5% 0.05% +0.02
VMVAX Van Morst MD-Cap Val Ind-Adm Add +4.8% 0.45% +0.02
TFC Truist Financial Corp. Add +16.8% 0.11% +0.02
FBGRX Fidelity Blue Chip Growth New 0.02% +0.02
VONV Vanguard Russell 1000 Value Add +20.6% 0.11% +0.02
ITM Vaneck Intermediate Muni ETF Add +21.1% 0.12% +0.02
AMD Advanced Micro Devices Add +18.9% 0.05% +0.02
FCX Freeport-McMoran Inc. Add +104.3% 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