FULTON BANK, N.A.

Filed: 1/8/2025ACC: 0000950123-25-000144

📋 What this filing means

FULTON BANK, N.A. filed this quarterly 13F‑HR report disclosing 665 equity positions with a total reported market value of $2.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

665

Positions

$2.59B

Total AUM (reported)

45.41M

Total Shares

Allocation by class

COM$802.10M30.9%

SH BEN INT$172.85M6.7%

T ROWE LARG CP I$84.99M3.3%

GQG PRTNR INST$78.58M3.0%

APPLIED FIN INST$73.56M2.8%

CL A$73.40M2.8%

VALUE FD Y$72.24M2.8%

Portfolio Concentration

Top 3$335.90M12.9%

4–10$471.70M18.2%

11–25$570.69M22.0%

Rest$1.22B46.9%

Top 3 weight

12.9%

Top 10 weight

31.1%

Voting Authority Distribution

Total shares with voting rights: 45.41M

Sole

Full voting authority

43.29M

% of voting shares95.3%

Shared

Joint voting authority

62.58K

% of voting shares0.1%

None

No voting authority

2.06M

% of voting shares4.5%

Investment Discretion (by position count)

Sole664

Shared0

Other1

Dominant voting typeSole · 95.3% of voting shares

Institutional Holdings665

Rows:

VANGUARD INSTL INDEX FD

SOLE

SH BEN INT

Shares359.84K

TypeSH

Market value$172.33M

6.64%

Sole

359.84K

Shared

0.00

None

0.00

INSTITUTIONAL EQUITY FDS INC

SOLE

T ROWE LARG CP I

Shares1.03M

TypeSH

Market value$84.99M

3.28%

Sole

1.03M

Shared

0.00

None

0.00

GOLDMAN SACHS TR II

SOLE

GQG PRTNR INST

Shares4.02M

TypeSH

Market value$78.58M

3.03%

Sole

4.01M

Shared

0.00

None

3.34K

WORLD FDS TR

SOLE

APPLIED FIN INST

Shares3.42M

TypeSH

Market value$73.56M

2.84%

Sole

3.42M

Shared

0.00

None

0.00

SMEAD FDS TR

SOLE

VALUE FD Y

Shares913.15K

TypeSH

Market value$72.24M

2.78%

Sole

913.15K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares284.78K

TypeSH

Market value$71.31M

2.75%

Sole

284.09K

Shared

560.00

None

133.00

VANGUARD INDEX FDS

SOLE

500INDEX ADMIR

Shares129.14K

TypeSH

Market value$70.09M

2.70%

Sole

128.73K

Shared

0.00

None

409.00

JPMORGAN TR I

SOLE

GROWTH ADVNTG I

Shares1.61M

TypeSH

Market value$65.07M

2.51%

Sole

1.61M

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV GRW FD

Shares1.66M

TypeSH

Market value$59.97M

2.31%

Sole

1.65M

Shared

5.79K

None

0.00

TIAA-CREF MUT FDS

SOLE

NUVEEN INDEX R6

Shares887.69K

TypeSH

Market value$59.45M

2.29%

Sole

887.69K

Shared

0.00

None

0.00

PRINCIPAL FDS INC

SOLE

MIDCAP FD R6

Shares1.24M

TypeSH

Market value$55.22M

2.13%

Sole

1.24M

Shared

0.00

None

252.00

MICROSOFT CORP

SOLE

COM

Shares117.37K

TypeSH

Market value$49.47M

1.91%

Sole

117.02K

Shared

282.00

None

64.00

NVIDIA CORPORATION

SOLE

COM

Shares346.02K

TypeSH

Market value$46.47M

1.79%

Sole

345.80K

Shared

0.00

None

219.00

VANGUARD INDEX FDS

SOLE

GRW INDEX ADML

Shares214.74K

TypeSH

Market value$45.36M

1.75%

Sole

213.61K

Shared

1.13K

None

0.00

ADVISORS INNER CIRCLE FD III

SOLE

GQG PRTN INSTL

Shares2.57M

TypeSH

Market value$42.47M

1.64%

Sole

2.57M

Shared

0.00

None

908.00

FULTON FINL CORP PA

SOLE

COM

Shares2.04M

TypeSH

Market value$39.36M

1.52%

Sole

0.00

Shared

0.00

None

2.04M

VANGUARD INDEX FDS

SOLE

MDCAP INDX ADM

Shares120.08K

TypeSH

Market value$39.25M

1.51%

Sole

118.12K

Shared

620.00

None

1.34K

JPMORGAN TR I

SOLE

LARGE CAP GWT R6

Shares453.04K

TypeSH

Market value$37.94M

1.46%

Sole

453.04K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMCP INDEX ADM

Shares292.06K

TypeSH

Market value$33.63M

1.30%

Sole

290.21K

Shared

1.32K

None

536.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares83.08K

TypeSH

Market value$33.36M

1.29%

Sole

83.05K

Shared

25.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares141.60K

TypeSH

Market value$31.07M

1.20%

Sole

141.53K

Shared

0.00

None

73.00

UNDISCOVERED MANAGERS FDS

SOLE

BEHAVIORAL VLU L

Shares364.25K

TypeSH

Market value$30.63M

1.18%

Sole

364.25K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares54.29K

TypeSH

Market value$29.25M

1.13%

Sole

54.29K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

DEV MKTS ADMR

Shares1.89M

TypeSH

Market value$29.09M

1.12%

Sole

1.89M

Shared

0.00

None

1.70K

CAUSEWAY CAP MGMT TR

SOLE

INTL VAL INSTL

Shares1.51M

TypeSH

Market value$28.11M

1.08%

Sole

1.51M

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
VANGUARD INSTL INDEX FDSOLE	SH BEN INT	359.84K	SH	$172.33M 6.64%	359.84K	0.00	0.00
INSTITUTIONAL EQUITY FDS INCSOLE	T ROWE LARG CP I	1.03M	SH	$84.99M 3.28%	1.03M	0.00	0.00
GOLDMAN SACHS TR IISOLE	GQG PRTNR INST	4.02M	SH	$78.58M 3.03%	4.01M	0.00	3.34K
WORLD FDS TRSOLE	APPLIED FIN INST	3.42M	SH	$73.56M 2.84%	3.42M	0.00	0.00
SMEAD FDS TRSOLE	VALUE FD Y	913.15K	SH	$72.24M 2.78%	913.15K	0.00	0.00
APPLE INCSOLE	COM	284.78K	SH	$71.31M 2.75%	284.09K	560.00	133.00
VANGUARD INDEX FDSSOLE	500INDEX ADMIR	129.14K	SH	$70.09M 2.70%	128.73K	0.00	409.00
JPMORGAN TR ISOLE	GROWTH ADVNTG I	1.61M	SH	$65.07M 2.51%	1.61M	0.00	0.00
VANGUARD SPECIALIZED FUNDSSOLE	DIV GRW FD	1.66M	SH	$59.97M 2.31%	1.65M	5.79K	0.00
TIAA-CREF MUT FDSSOLE	NUVEEN INDEX R6	887.69K	SH	$59.45M 2.29%	887.69K	0.00	0.00
PRINCIPAL FDS INCSOLE	MIDCAP FD R6	1.24M	SH	$55.22M 2.13%	1.24M	0.00	252.00
MICROSOFT CORPSOLE	COM	117.37K	SH	$49.47M 1.91%	117.02K	282.00	64.00
NVIDIA CORPORATIONSOLE	COM	346.02K	SH	$46.47M 1.79%	345.80K	0.00	219.00
VANGUARD INDEX FDSSOLE	GRW INDEX ADML	214.74K	SH	$45.36M 1.75%	213.61K	1.13K	0.00
ADVISORS INNER CIRCLE FD IIISOLE	GQG PRTN INSTL	2.57M	SH	$42.47M 1.64%	2.57M	0.00	908.00
FULTON FINL CORP PASOLE	COM	2.04M	SH	$39.36M 1.52%	0.00	0.00	2.04M
VANGUARD INDEX FDSSOLE	MDCAP INDX ADM	120.08K	SH	$39.25M 1.51%	118.12K	620.00	1.34K
JPMORGAN TR ISOLE	LARGE CAP GWT R6	453.04K	SH	$37.94M 1.46%	453.04K	0.00	0.00
VANGUARD INDEX FDSSOLE	SMCP INDEX ADM	292.06K	SH	$33.63M 1.30%	290.21K	1.32K	536.00
ISHARES TRSOLE	RUS 1000 GRW ETF	83.08K	SH	$33.36M 1.29%	83.05K	25.00	0.00
AMAZON COM INCSOLE	COM	141.60K	SH	$31.07M 1.20%	141.53K	0.00	73.00
UNDISCOVERED MANAGERS FDSSOLE	BEHAVIORAL VLU L	364.25K	SH	$30.63M 1.18%	364.25K	0.00	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	54.29K	SH	$29.25M 1.13%	54.29K	0.00	0.00
VANGUARD TAX-MANAGED FDSSOLE	DEV MKTS ADMR	1.89M	SH	$29.09M 1.12%	1.89M	0.00	1.70K
CAUSEWAY CAP MGMT TRSOLE	INTL VAL INSTL	1.51M	SH	$28.11M 1.08%	1.51M	0.00	0.00

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