FULTON BANK, N.A.

Filed: 10/21/2025ACC: 0001193125-25-244959

📋 What this filing means

FULTON BANK, N.A. filed this quarterly 13F‑HR report disclosing 667 equity positions with a total reported market value of $2.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

667

Positions

$2.86B

Total AUM (reported)

45.62M

Total Shares

Allocation by class

COM$815.54M28.5%

SH BEN INT$197.67M6.9%

T ROWE LARG CP I$96.14M3.4%

GQG PRTNR INST$90.09M3.1%

500INDEX ADMIR$81.03M2.8%

APPLIED FIN INST$79.46M2.8%

GROWTH ADVNTG I$77.94M2.7%

Portfolio Concentration

Top 3$383.43M13.4%

4–10$506.28M17.7%

11–25$614.01M21.5%

Rest$1.36B47.5%

Top 3 weight

13.4%

Top 10 weight

31.1%

Voting Authority Distribution

Total shares with voting rights: 45.62M

Sole

Full voting authority

40.60M

% of voting shares89.0%

Shared

Joint voting authority

55.66K

% of voting shares0.1%

None

No voting authority

4.96M

% of voting shares10.9%

Investment Discretion (by position count)

Sole667

Shared0

Other0

Dominant voting typeSole · 89.0% of voting shares

Institutional Holdings667

Rows:

VANGUARD INSTL INDEX FD

SOLE

SH BEN INT

Shares362.69K

TypeSH

Market value$197.21M

6.89%

Sole

362.69K

Shared

0.00

None

0.00

T ROWE PRICE EQUITY FUNDS IN

SOLE

T ROWE LARG CP I

Shares1.01M

TypeSH

Market value$96.14M

3.36%

Sole

1.01M

Shared

0.00

None

0.00

GOLDMAN SACHS TR II

SOLE

GQG PRTNR INST

Shares3.96M

TypeSH

Market value$90.09M

3.15%

Sole

3.30M

Shared

0.00

None

664.20K

VANGUARD INDEX FDS

SOLE

500INDEX ADMIR

Shares131.27K

TypeSH

Market value$81.03M

2.83%

Sole

31.04K

Shared

0.00

None

100.23K

WORLD FDS TR

SOLE

APPLIED FIN INST

Shares3.30M

TypeSH

Market value$79.46M

2.78%

Sole

2.39M

Shared

0.00

None

912.36K

JPMORGAN TR I

SOLE

GROWTH ADVNTG I

Shares1.67M

TypeSH

Market value$77.94M

2.72%

Sole

1.67M

Shared

0.00

None

0.00

SMEAD FDS TR

SOLE

VALUE FD Y

Shares848.49K

TypeSH

Market value$70.51M

2.46%

Sole

848.49K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares272.15K

TypeSH

Market value$69.30M

2.42%

Sole

271.59K

Shared

560.00

None

0.00

TIAA-CREF FUND

SOLE

NUVEEN INDEX R6

Shares839.57K

TypeSH

Market value$65.90M

2.30%

Sole

839.57K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares333.05K

TypeSH

Market value$62.14M

2.17%

Sole

333.05K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares117.21K

TypeSH

Market value$60.71M

2.12%

Sole

116.94K

Shared

272.00

None

0.00

PRINCIPAL FDS INC

SOLE

MIDCAP FD R6

Shares1.26M

TypeSH

Market value$59.80M

2.09%

Sole

1.26M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GRW INDEX ADML

Shares179.84K

TypeSH

Market value$44.43M

1.55%

Sole

178.71K

Shared

1.13K

None

0.00

ADVISORS INNER CIRCLE FD III

SOLE

GQG PRTN INSTL

Shares2.43M

TypeSH

Market value$42.65M

1.49%

Sole

2.26M

Shared

0.00

None

171.68K

CAUSEWAY CAP MGMT TR

SOLE

INTL VAL INSTL

Shares1.75M

TypeSH

Market value$41.86M

1.46%

Sole

1.75M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares67.42K

TypeSH

Market value$41.29M

1.44%

Sole

67.42K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MDCAP INDX ADM

Shares112.45K

TypeSH

Market value$40.90M

1.43%

Sole

84.88K

Shared

621.00

None

26.95K

JPMORGAN TR I

SOLE

LARGE CAP GWT R6

Shares414.14K

TypeSH

Market value$40.40M

1.41%

Sole

4.42K

Shared

0.00

None

409.71K

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares966.48K

TypeSH

Market value$36.50M

1.28%

Sole

966.48K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares77.11K

TypeSH

Market value$36.12M

1.26%

Sole

77.08K

Shared

25.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares53.91K

TypeSH

Market value$36.08M

1.26%

Sole

53.91K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

DEV MKTS ADMR

Shares1.82M

TypeSH

Market value$35.09M

1.23%

Sole

1.61M

Shared

0.00

None

203.46K

UNDISCOVERED MANAGERS FDS

SOLE

BEHAVIORAL VLU L

Shares380.87K

TypeSH

Market value$32.84M

1.15%

Sole

380.87K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMCP INDEX ADM

Shares268.68K

TypeSH

Market value$32.73M

1.14%

Sole

186.79K

Shared

1.34K

None

80.55K

AMAZON COM INC

SOLE

COM

Shares148.53K

TypeSH

Market value$32.61M

1.14%

Sole

148.53K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
VANGUARD INSTL INDEX FDSOLE	SH BEN INT	362.69K	SH	$197.21M 6.89%	362.69K	0.00	0.00
T ROWE PRICE EQUITY FUNDS INSOLE	T ROWE LARG CP I	1.01M	SH	$96.14M 3.36%	1.01M	0.00	0.00
GOLDMAN SACHS TR IISOLE	GQG PRTNR INST	3.96M	SH	$90.09M 3.15%	3.30M	0.00	664.20K
VANGUARD INDEX FDSSOLE	500INDEX ADMIR	131.27K	SH	$81.03M 2.83%	31.04K	0.00	100.23K
WORLD FDS TRSOLE	APPLIED FIN INST	3.30M	SH	$79.46M 2.78%	2.39M	0.00	912.36K
JPMORGAN TR ISOLE	GROWTH ADVNTG I	1.67M	SH	$77.94M 2.72%	1.67M	0.00	0.00
SMEAD FDS TRSOLE	VALUE FD Y	848.49K	SH	$70.51M 2.46%	848.49K	0.00	0.00
APPLE INCSOLE	COM	272.15K	SH	$69.30M 2.42%	271.59K	560.00	0.00
TIAA-CREF FUNDSOLE	NUVEEN INDEX R6	839.57K	SH	$65.90M 2.30%	839.57K	0.00	0.00
NVIDIA CORPORATIONSOLE	COM	333.05K	SH	$62.14M 2.17%	333.05K	0.00	0.00
MICROSOFT CORPSOLE	COM	117.21K	SH	$60.71M 2.12%	116.94K	272.00	0.00
PRINCIPAL FDS INCSOLE	MIDCAP FD R6	1.26M	SH	$59.80M 2.09%	1.26M	0.00	0.00
VANGUARD INDEX FDSSOLE	GRW INDEX ADML	179.84K	SH	$44.43M 1.55%	178.71K	1.13K	0.00
ADVISORS INNER CIRCLE FD IIISOLE	GQG PRTN INSTL	2.43M	SH	$42.65M 1.49%	2.26M	0.00	171.68K
CAUSEWAY CAP MGMT TRSOLE	INTL VAL INSTL	1.75M	SH	$41.86M 1.46%	1.75M	0.00	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	67.42K	SH	$41.29M 1.44%	67.42K	0.00	0.00
VANGUARD INDEX FDSSOLE	MDCAP INDX ADM	112.45K	SH	$40.90M 1.43%	84.88K	621.00	26.95K
JPMORGAN TR ISOLE	LARGE CAP GWT R6	414.14K	SH	$40.40M 1.41%	4.42K	0.00	409.71K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	966.48K	SH	$36.50M 1.28%	966.48K	0.00	0.00
ISHARES TRSOLE	RUS 1000 GRW ETF	77.11K	SH	$36.12M 1.26%	77.08K	25.00	0.00
ISHARES TRSOLE	CORE S&P500 ETF	53.91K	SH	$36.08M 1.26%	53.91K	0.00	0.00
VANGUARD TAX-MANAGED FDSSOLE	DEV MKTS ADMR	1.82M	SH	$35.09M 1.23%	1.61M	0.00	203.46K
UNDISCOVERED MANAGERS FDSSOLE	BEHAVIORAL VLU L	380.87K	SH	$32.84M 1.15%	380.87K	0.00	0.00
VANGUARD INDEX FDSSOLE	SMCP INDEX ADM	268.68K	SH	$32.73M 1.14%	186.79K	1.34K	80.55K
AMAZON COM INCSOLE	COM	148.53K	SH	$32.61M 1.14%	148.53K	0.00	0.00

Page 1 of 27

…