FULTON BANK, N.A.

Filed: 4/9/2025ACC: 0000950123-25-003412

📋 What this filing means

FULTON BANK, N.A. filed this quarterly 13F‑HR report disclosing 639 equity positions with a total reported market value of $2.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

639

Positions

$2.48B

Total AUM (reported)

45.20M

Total Shares

Allocation by class

COM$742.00M30.0%

SH BEN INT$169.58M6.8%

GQG PRTNR INST$84.62M3.4%

T ROWE LARG CP I$78.68M3.2%

APPLIED FIN INST$72.23M2.9%

VALUE FD Y$70.06M2.8%

CL A$69.11M2.8%

Portfolio Concentration

Top 3$332.39M13.4%

4–10$441.08M17.8%

11–25$537.89M21.7%

Rest$1.17B47.1%

Top 3 weight

13.4%

Top 10 weight

31.2%

Voting Authority Distribution

Total shares with voting rights: 45.20M

Sole

Full voting authority

39.68M

% of voting shares87.8%

Shared

Joint voting authority

61.88K

% of voting shares0.1%

None

No voting authority

5.45M

% of voting shares12.1%

Investment Discretion (by position count)

Sole638

Shared0

Other1

Dominant voting typeSole · 87.8% of voting shares

Institutional Holdings639

Rows:

VANGUARD INSTL INDEX FD

SOLE

SH BEN INT

Shares370.77K

TypeSH

Market value$169.08M

6.83%

Sole

370.77K

Shared

0.00

None

0.00

GOLDMAN SACHS TR II

SOLE

GQG PRTNR INST

Shares4M

TypeSH

Market value$84.62M

3.42%

Sole

3.29M

Shared

0.00

None

706.34K

INSTITUTIONAL EQUITY FDS INC

SOLE

T ROWE LARG CP I

Shares1.04M

TypeSH

Market value$78.68M

3.18%

Sole

1.04M

Shared

0.00

None

0.00

WORLD FDS TR

SOLE

APPLIED FIN INST

Shares3.40M

TypeSH

Market value$72.23M

2.92%

Sole

2.42M

Shared

0.00

None

977.38K

SMEAD FDS TR

SOLE

VALUE FD Y

Shares912.54K

TypeSH

Market value$70.06M

2.83%

Sole

912.54K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

500INDEX ADMIR

Shares132.47K

TypeSH

Market value$68.59M

2.77%

Sole

26.40K

Shared

0.00

None

106.08K

APPLE INC

SOLE

COM

Shares278.27K

TypeSH

Market value$61.81M

2.50%

Sole

277.58K

Shared

560.00

None

131.00

JPMORGAN TR I

SOLE

GROWTH ADVNTG I

Shares1.63M

TypeSH

Market value$59.41M

2.40%

Sole

1.63M

Shared

0.00

None

0.00

PRINCIPAL FDS INC

SOLE

MIDCAP FD R6

Shares1.24M

TypeSH

Market value$55.14M

2.23%

Sole

1.24M

Shared

0.00

None

252.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV GRW FD

Shares1.52M

TypeSH

Market value$53.84M

2.17%

Sole

1.52M

Shared

5.79K

None

0.00

NUVEEN CORE EQUITY FD

SOLE

NUVEEN INDEX R6

Shares885.90K

TypeSH

Market value$53.41M

2.16%

Sole

885.90K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares117.31K

TypeSH

Market value$44.04M

1.78%

Sole

116.96K

Shared

282.00

None

68.00

ADVISORS INNER CIRCLE FD III

SOLE

GQG PRTN INSTL

Shares2.57M

TypeSH

Market value$42.37M

1.71%

Sole

2.38M

Shared

0.00

None

192.79K

VANGUARD INDEX FDS

SOLE

GRW INDEX ADML

Shares208.58K

TypeSH

Market value$39.82M

1.61%

Sole

207.45K

Shared

1.13K

None

0.00

VANGUARD INDEX FDS

SOLE

MDCAP INDX ADM

Shares120.66K

TypeSH

Market value$38.64M

1.56%

Sole

91.03K

Shared

620.00

None

29.01K

FULTON FINL CORP PA

SOLE

COM

Shares2.04M

TypeSH

Market value$36.89M

1.49%

Sole

0.00

Shared

0.00

None

2.04M

NVIDIA CORPORATION

SOLE

COM

Shares326.98K

TypeSH

Market value$35.44M

1.43%

Sole

326.77K

Shared

0.00

None

215.00

JPMORGAN TR I

SOLE

LARGE CAP GWT R6

Shares436.49K

TypeSH

Market value$33.73M

1.36%

Sole

4.37K

Shared

0.00

None

432.12K

CAUSEWAY CAP MGMT TR

SOLE

INTL VAL INSTL

Shares1.58M

TypeSH

Market value$32.27M

1.30%

Sole

1.58M

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

DEV MKTS ADMR

Shares1.96M

TypeSH

Market value$32.05M

1.29%

Sole

1.75M

Shared

0.00

None

208.87K

VANGUARD INDEX FDS

SOLE

SMCP INDEX ADM

Shares292.98K

TypeSH

Market value$31.13M

1.26%

Sole

208.33K

Shared

1.32K

None

83.33K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares58.98K

TypeSH

Market value$30.31M

1.22%

Sole

58.98K

Shared

0.00

None

0.00

UNDISCOVERED MANAGERS FDS

SOLE

BEHAVIORAL VLU L

Shares369.37K

TypeSH

Market value$29.87M

1.21%

Sole

369.37K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares82.30K

TypeSH

Market value$29.72M

1.20%

Sole

82.27K

Shared

25.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares148.25K

TypeSH

Market value$28.21M

1.14%

Sole

148.16K

Shared

0.00

None

86.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
VANGUARD INSTL INDEX FDSOLE	SH BEN INT	370.77K	SH	$169.08M 6.83%	370.77K	0.00	0.00
GOLDMAN SACHS TR IISOLE	GQG PRTNR INST	4M	SH	$84.62M 3.42%	3.29M	0.00	706.34K
INSTITUTIONAL EQUITY FDS INCSOLE	T ROWE LARG CP I	1.04M	SH	$78.68M 3.18%	1.04M	0.00	0.00
WORLD FDS TRSOLE	APPLIED FIN INST	3.40M	SH	$72.23M 2.92%	2.42M	0.00	977.38K
SMEAD FDS TRSOLE	VALUE FD Y	912.54K	SH	$70.06M 2.83%	912.54K	0.00	0.00
VANGUARD INDEX FDSSOLE	500INDEX ADMIR	132.47K	SH	$68.59M 2.77%	26.40K	0.00	106.08K
APPLE INCSOLE	COM	278.27K	SH	$61.81M 2.50%	277.58K	560.00	131.00
JPMORGAN TR ISOLE	GROWTH ADVNTG I	1.63M	SH	$59.41M 2.40%	1.63M	0.00	0.00
PRINCIPAL FDS INCSOLE	MIDCAP FD R6	1.24M	SH	$55.14M 2.23%	1.24M	0.00	252.00
VANGUARD SPECIALIZED FUNDSSOLE	DIV GRW FD	1.52M	SH	$53.84M 2.17%	1.52M	5.79K	0.00
NUVEEN CORE EQUITY FDSOLE	NUVEEN INDEX R6	885.90K	SH	$53.41M 2.16%	885.90K	0.00	0.00
MICROSOFT CORPSOLE	COM	117.31K	SH	$44.04M 1.78%	116.96K	282.00	68.00
ADVISORS INNER CIRCLE FD IIISOLE	GQG PRTN INSTL	2.57M	SH	$42.37M 1.71%	2.38M	0.00	192.79K
VANGUARD INDEX FDSSOLE	GRW INDEX ADML	208.58K	SH	$39.82M 1.61%	207.45K	1.13K	0.00
VANGUARD INDEX FDSSOLE	MDCAP INDX ADM	120.66K	SH	$38.64M 1.56%	91.03K	620.00	29.01K
FULTON FINL CORP PASOLE	COM	2.04M	SH	$36.89M 1.49%	0.00	0.00	2.04M
NVIDIA CORPORATIONSOLE	COM	326.98K	SH	$35.44M 1.43%	326.77K	0.00	215.00
JPMORGAN TR ISOLE	LARGE CAP GWT R6	436.49K	SH	$33.73M 1.36%	4.37K	0.00	432.12K
CAUSEWAY CAP MGMT TRSOLE	INTL VAL INSTL	1.58M	SH	$32.27M 1.30%	1.58M	0.00	0.00
VANGUARD TAX-MANAGED FDSSOLE	DEV MKTS ADMR	1.96M	SH	$32.05M 1.29%	1.75M	0.00	208.87K
VANGUARD INDEX FDSSOLE	SMCP INDEX ADM	292.98K	SH	$31.13M 1.26%	208.33K	1.32K	83.33K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	58.98K	SH	$30.31M 1.22%	58.98K	0.00	0.00
UNDISCOVERED MANAGERS FDSSOLE	BEHAVIORAL VLU L	369.37K	SH	$29.87M 1.21%	369.37K	0.00	0.00
ISHARES TRSOLE	RUS 1000 GRW ETF	82.30K	SH	$29.72M 1.20%	82.27K	25.00	0.00
AMAZON COM INCSOLE	COM	148.25K	SH	$28.21M 1.14%	148.16K	0.00	86.00

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