FULTON BANK, N.A.

Filed: 7/10/2025ACC: 0000950123-25-006275

📋 What this filing means

FULTON BANK, N.A. filed this quarterly 13F‑HR report disclosing 666 equity positions with a total reported market value of $2.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

666

Positions

$2.71B

Total AUM (reported)

45.63M

Total Shares

Allocation by class

COM$779.20M28.8%

SH BEN INT$187.21M6.9%

GQG PRTNR INST$90.42M3.3%

T ROWE LARG CP I$90.04M3.3%

CL A$78.93M2.9%

500INDEX ADMIR$77.60M2.9%

APPLIED FIN INST$75.50M2.8%

Portfolio Concentration

Top 3$367.20M13.6%

4–10$463.56M17.1%

11–25$574.66M21.2%

Rest$1.30B48.1%

Top 3 weight

13.6%

Top 10 weight

30.7%

Voting Authority Distribution

Total shares with voting rights: 45.63M

Sole

Full voting authority

40.62M

% of voting shares89.0%

Shared

Joint voting authority

56.97K

% of voting shares0.1%

None

No voting authority

4.96M

% of voting shares10.9%

Investment Discretion (by position count)

Sole665

Shared0

Other1

Dominant voting typeSole · 89.0% of voting shares

Institutional Holdings666

Rows:

VANGUARD INSTL INDEX FD

SOLE

SH BEN INT

Shares370.28K

TypeSH

Market value$186.74M

6.90%

Sole

370.28K

Shared

0.00

None

0.00

GOLDMAN SACHS TR II

SOLE

GQG PRTNR INST

Shares3.99M

TypeSH

Market value$90.42M

3.34%

Sole

3.31M

Shared

0.00

None

676.12K

T ROWE PRICE EQUITY FUNDS IN

SOLE

T ROWE LARG CP I

Shares1.02M

TypeSH

Market value$90.04M

3.33%

Sole

1.02M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

500INDEX ADMIR

Shares135.52K

TypeSH

Market value$77.60M

2.87%

Sole

34.80K

Shared

0.00

None

100.73K

WORLD FDS TR

SOLE

APPLIED FIN INST

Shares3.33M

TypeSH

Market value$75.50M

2.79%

Sole

2.39M

Shared

0.00

None

935.79K

JPMORGAN TR I

SOLE

GROWTH ADVNTG I

Shares1.65M

TypeSH

Market value$70.87M

2.62%

Sole

1.65M

Shared

0.00

None

0.00

SMEAD FDS TR

SOLE

VALUE FD Y

Shares846.95K

TypeSH

Market value$63.51M

2.35%

Sole

846.95K

Shared

0.00

None

0.00

TIAA-CREF FUND

SOLE

NUVEEN INDEX R6

Shares844.46K

TypeSH

Market value$59.99M

2.22%

Sole

844.46K

Shared

0.00

None

0.00

PRINCIPAL FDS INC

SOLE

MIDCAP FD R6

Shares1.24M

TypeSH

Market value$58.65M

2.17%

Sole

1.24M

Shared

0.00

None

252.00

MICROSOFT CORP

SOLE

COM

Shares115.48K

TypeSH

Market value$57.44M

2.12%

Sole

115.13K

Shared

282.00

None

68.00

APPLE INC

SOLE

COM

Shares275.27K

TypeSH

Market value$56.48M

2.09%

Sole

274.58K

Shared

560.00

None

131.00

NVIDIA CORPORATION

SOLE

COM

Shares337.91K

TypeSH

Market value$53.39M

1.97%

Sole

337.69K

Shared

0.00

None

215.00

VANGUARD INDEX FDS

SOLE

GRW INDEX ADML

Shares197.41K

TypeSH

Market value$44.56M

1.65%

Sole

196.28K

Shared

1.13K

None

0.00

ADVISORS INNER CIRCLE FD III

SOLE

GQG PRTN INSTL

Shares2.44M

TypeSH

Market value$42.44M

1.57%

Sole

2.27M

Shared

0.00

None

172.93K

VANGUARD INDEX FDS

SOLE

MDCAP INDX ADM

Shares114.24K

TypeSH

Market value$39.62M

1.46%

Sole

86.77K

Shared

621.00

None

26.85K

CAUSEWAY CAP MGMT TR

SOLE

INTL VAL INSTL

Shares1.70M

TypeSH

Market value$38.26M

1.41%

Sole

1.70M

Shared

0.00

None

0.00

JPMORGAN TR I

SOLE

LARGE CAP GWT R6

Shares419.05K

TypeSH

Market value$37.41M

1.38%

Sole

4.40K

Shared

0.00

None

414.65K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares63.45K

TypeSH

Market value$36.04M

1.33%

Sole

63.45K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

DEV MKTS ADMR

Shares1.87M

TypeSH

Market value$34.36M

1.27%

Sole

1.67M

Shared

0.00

None

200.10K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares78.11K

TypeSH

Market value$33.16M

1.22%

Sole

78.08K

Shared

25.00

None

0.00

META PLATFORMS INC

SOLE

CL A

Shares44.75K

TypeSH

Market value$33.03M

1.22%

Sole

44.70K

Shared

0.00

None

45.00

AMAZON COM INC

SOLE

COM

Shares149.08K

TypeSH

Market value$32.71M

1.21%

Sole

148.99K

Shared

0.00

None

86.00

VANGUARD INDEX FDS

SOLE

SMCP INDEX ADM

Shares280.42K

TypeSH

Market value$31.86M

1.18%

Sole

199.37K

Shared

1.34K

None

79.70K

FULTON FINL CORP PA

SOLE

COM

Shares1.71M

TypeSH

Market value$30.76M

1.14%

Sole

0.00

Shared

0.00

None

1.71M

UNDISCOVERED MANAGERS FDS

SOLE

BEHAVIORAL VLU L

Shares373.47K

TypeSH

Market value$30.58M

1.13%

Sole

373.47K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
VANGUARD INSTL INDEX FDSOLE	SH BEN INT	370.28K	SH	$186.74M 6.90%	370.28K	0.00	0.00
GOLDMAN SACHS TR IISOLE	GQG PRTNR INST	3.99M	SH	$90.42M 3.34%	3.31M	0.00	676.12K
T ROWE PRICE EQUITY FUNDS INSOLE	T ROWE LARG CP I	1.02M	SH	$90.04M 3.33%	1.02M	0.00	0.00
VANGUARD INDEX FDSSOLE	500INDEX ADMIR	135.52K	SH	$77.60M 2.87%	34.80K	0.00	100.73K
WORLD FDS TRSOLE	APPLIED FIN INST	3.33M	SH	$75.50M 2.79%	2.39M	0.00	935.79K
JPMORGAN TR ISOLE	GROWTH ADVNTG I	1.65M	SH	$70.87M 2.62%	1.65M	0.00	0.00
SMEAD FDS TRSOLE	VALUE FD Y	846.95K	SH	$63.51M 2.35%	846.95K	0.00	0.00
TIAA-CREF FUNDSOLE	NUVEEN INDEX R6	844.46K	SH	$59.99M 2.22%	844.46K	0.00	0.00
PRINCIPAL FDS INCSOLE	MIDCAP FD R6	1.24M	SH	$58.65M 2.17%	1.24M	0.00	252.00
MICROSOFT CORPSOLE	COM	115.48K	SH	$57.44M 2.12%	115.13K	282.00	68.00
APPLE INCSOLE	COM	275.27K	SH	$56.48M 2.09%	274.58K	560.00	131.00
NVIDIA CORPORATIONSOLE	COM	337.91K	SH	$53.39M 1.97%	337.69K	0.00	215.00
VANGUARD INDEX FDSSOLE	GRW INDEX ADML	197.41K	SH	$44.56M 1.65%	196.28K	1.13K	0.00
ADVISORS INNER CIRCLE FD IIISOLE	GQG PRTN INSTL	2.44M	SH	$42.44M 1.57%	2.27M	0.00	172.93K
VANGUARD INDEX FDSSOLE	MDCAP INDX ADM	114.24K	SH	$39.62M 1.46%	86.77K	621.00	26.85K
CAUSEWAY CAP MGMT TRSOLE	INTL VAL INSTL	1.70M	SH	$38.26M 1.41%	1.70M	0.00	0.00
JPMORGAN TR ISOLE	LARGE CAP GWT R6	419.05K	SH	$37.41M 1.38%	4.40K	0.00	414.65K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	63.45K	SH	$36.04M 1.33%	63.45K	0.00	0.00
VANGUARD TAX-MANAGED FDSSOLE	DEV MKTS ADMR	1.87M	SH	$34.36M 1.27%	1.67M	0.00	200.10K
ISHARES TRSOLE	RUS 1000 GRW ETF	78.11K	SH	$33.16M 1.22%	78.08K	25.00	0.00
META PLATFORMS INCSOLE	CL A	44.75K	SH	$33.03M 1.22%	44.70K	0.00	45.00
AMAZON COM INCSOLE	COM	149.08K	SH	$32.71M 1.21%	148.99K	0.00	86.00
VANGUARD INDEX FDSSOLE	SMCP INDEX ADM	280.42K	SH	$31.86M 1.18%	199.37K	1.34K	79.70K
FULTON FINL CORP PASOLE	COM	1.71M	SH	$30.76M 1.14%	0.00	0.00	1.71M
UNDISCOVERED MANAGERS FDSSOLE	BEHAVIORAL VLU L	373.47K	SH	$30.58M 1.13%	373.47K	0.00	0.00

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