FULTON BANK, N.A.

Filed: 1/8/2026ACC: 0001193125-26-007511

📋 What this filing means

FULTON BANK, N.A. filed this quarterly 13F‑HR report disclosing 668 equity positions with a total reported market value of $2.89B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

668

Positions

$2.89B

Total AUM (reported)

45.44M

Total Shares

Allocation by class

COM$817.74M28.3%

SH BEN INT$202.37M7.0%

GQG PRTNR INST$91.58M3.2%

T ROWE LARG CP I$88.27M3.1%

500INDEX ADMIR$82.63M2.9%

APPLIED FIN INST$75.70M2.6%

CL A$74.95M2.6%

Portfolio Concentration

Top 3$382.22M13.2%

4–10$505.87M17.5%

11–25$627.36M21.7%

Rest$1.38B47.6%

Top 3 weight

13.2%

Top 10 weight

30.7%

Voting Authority Distribution

Total shares with voting rights: 45.44M

Sole

Full voting authority

40.76M

% of voting shares89.7%

Shared

Joint voting authority

54.93K

% of voting shares0.1%

None

No voting authority

4.62M

% of voting shares10.2%

Investment Discretion (by position count)

Sole668

Shared0

Other0

Dominant voting typeSole · 89.7% of voting shares

Institutional Holdings668

Rows:

VANGUARD INSTL INDEX FD

SOLE

SH BEN INT

Shares366.55K

TypeSH

Market value$202.37M

6.99%

Sole

366.55K

Shared

0.00

None

0.00

GOLDMAN SACHS TR II

SOLE

GQG PRTNR INST

Shares4.08M

TypeSH

Market value$91.58M

3.16%

Sole

3.37M

Shared

0.00

None

701.30K

T ROWE PRICE EQUITY FUNDS IN

SOLE

T ROWE LARG CP I

Shares1.04M

TypeSH

Market value$88.27M

3.05%

Sole

1.04M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

500INDEX ADMIR

Shares130.78K

TypeSH

Market value$82.63M

2.86%

Sole

31.09K

Shared

0.00

None

99.68K

WORLD FDS TR

SOLE

APPLIED FIN INST

Shares3.23M

TypeSH

Market value$75.70M

2.62%

Sole

2.28M

Shared

0.00

None

946.96K

APPLE INC

SOLE

COM

Shares276.01K

TypeSH

Market value$75.04M

2.59%

Sole

275.45K

Shared

560.00

None

0.00

JPMORGAN TR I

SOLE

GROWTH ADVNTG I

Shares1.77M

TypeSH

Market value$74.18M

2.56%

Sole

1.77M

Shared

0.00

None

0.00

TIAA-CREF FUND

SOLE

NUVEEN INDEX R6

Shares893.78K

TypeSH

Market value$67.92M

2.35%

Sole

893.78K

Shared

0.00

None

0.00

SMEAD FDS TR

SOLE

VALUE FD Y

Shares816.26K

TypeSH

Market value$66.71M

2.31%

Sole

816.26K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares341.52K

TypeSH

Market value$63.69M

2.20%

Sole

341.52K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares121.67K

TypeSH

Market value$58.84M

2.03%

Sole

121.41K

Shared

257.00

None

0.00

PRINCIPAL FDS INC

SOLE

MIDCAP FD R6

Shares1.30M

TypeSH

Market value$55.65M

1.92%

Sole

1.30M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares73.16K

TypeSH

Market value$45.88M

1.59%

Sole

73.16K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GRW INDEX ADML

Shares179.49K

TypeSH

Market value$45.08M

1.56%

Sole

178.46K

Shared

1.03K

None

0.00

ADVISORS INNER CIRCLE FD III

SOLE

GQG PRTN INSTL

Shares2.43M

TypeSH

Market value$43.27M

1.50%

Sole

2.25M

Shared

0.00

None

178.34K

CAUSEWAY CAP MGMT TR

SOLE

INTL VAL INSTL

Shares1.81M

TypeSH

Market value$42.59M

1.47%

Sole

1.81M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

MDCAP INDX ADM

Shares113.92K

TypeSH

Market value$40.94M

1.41%

Sole

85.34K

Shared

621.00

None

27.96K

JPMORGAN TR I

SOLE

LARGE CAP GWT R6

Shares470.37K

TypeSH

Market value$40.66M

1.40%

Sole

4.93K

Shared

0.00

None

465.44K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares58.90K

TypeSH

Market value$40.34M

1.39%

Sole

58.90K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares1.04M

TypeSH

Market value$39.43M

1.36%

Sole

1.04M

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

DEV MKTS ADMR

Shares1.89M

TypeSH

Market value$37.97M

1.31%

Sole

1.66M

Shared

0.00

None

236.01K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares77.30K

TypeSH

Market value$36.59M

1.26%

Sole

77.28K

Shared

25.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMCP INDEX ADM

Shares276.50K

TypeSH

Market value$34.17M

1.18%

Sole

196.41K

Shared

1.34K

None

78.75K

DRIEHAUS MUT FDS

SOLE

SMALL GW INSTL

Shares1.22M

TypeSH

Market value$33.09M

1.14%

Sole

1.22M

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares104.98K

TypeSH

Market value$32.86M

1.14%

Sole

104.98K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
VANGUARD INSTL INDEX FDSOLE	SH BEN INT	366.55K	SH	$202.37M 6.99%	366.55K	0.00	0.00
GOLDMAN SACHS TR IISOLE	GQG PRTNR INST	4.08M	SH	$91.58M 3.16%	3.37M	0.00	701.30K
T ROWE PRICE EQUITY FUNDS INSOLE	T ROWE LARG CP I	1.04M	SH	$88.27M 3.05%	1.04M	0.00	0.00
VANGUARD INDEX FDSSOLE	500INDEX ADMIR	130.78K	SH	$82.63M 2.86%	31.09K	0.00	99.68K
WORLD FDS TRSOLE	APPLIED FIN INST	3.23M	SH	$75.70M 2.62%	2.28M	0.00	946.96K
APPLE INCSOLE	COM	276.01K	SH	$75.04M 2.59%	275.45K	560.00	0.00
JPMORGAN TR ISOLE	GROWTH ADVNTG I	1.77M	SH	$74.18M 2.56%	1.77M	0.00	0.00
TIAA-CREF FUNDSOLE	NUVEEN INDEX R6	893.78K	SH	$67.92M 2.35%	893.78K	0.00	0.00
SMEAD FDS TRSOLE	VALUE FD Y	816.26K	SH	$66.71M 2.31%	816.26K	0.00	0.00
NVIDIA CORPORATIONSOLE	COM	341.52K	SH	$63.69M 2.20%	341.52K	0.00	0.00
MICROSOFT CORPSOLE	COM	121.67K	SH	$58.84M 2.03%	121.41K	257.00	0.00
PRINCIPAL FDS INCSOLE	MIDCAP FD R6	1.30M	SH	$55.65M 1.92%	1.30M	0.00	0.00
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	73.16K	SH	$45.88M 1.59%	73.16K	0.00	0.00
VANGUARD INDEX FDSSOLE	GRW INDEX ADML	179.49K	SH	$45.08M 1.56%	178.46K	1.03K	0.00
ADVISORS INNER CIRCLE FD IIISOLE	GQG PRTN INSTL	2.43M	SH	$43.27M 1.50%	2.25M	0.00	178.34K
CAUSEWAY CAP MGMT TRSOLE	INTL VAL INSTL	1.81M	SH	$42.59M 1.47%	1.81M	0.00	0.00
VANGUARD INDEX FDSSOLE	MDCAP INDX ADM	113.92K	SH	$40.94M 1.41%	85.34K	621.00	27.96K
JPMORGAN TR ISOLE	LARGE CAP GWT R6	470.37K	SH	$40.66M 1.40%	4.93K	0.00	465.44K
ISHARES TRSOLE	CORE S&P500 ETF	58.90K	SH	$40.34M 1.39%	58.90K	0.00	0.00
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	1.04M	SH	$39.43M 1.36%	1.04M	0.00	0.00
VANGUARD TAX-MANAGED FDSSOLE	DEV MKTS ADMR	1.89M	SH	$37.97M 1.31%	1.66M	0.00	236.01K
ISHARES TRSOLE	RUS 1000 GRW ETF	77.30K	SH	$36.59M 1.26%	77.28K	25.00	0.00
VANGUARD INDEX FDSSOLE	SMCP INDEX ADM	276.50K	SH	$34.17M 1.18%	196.41K	1.34K	78.75K
DRIEHAUS MUT FDSSOLE	SMALL GW INSTL	1.22M	SH	$33.09M 1.14%	1.22M	0.00	0.00
ALPHABET INCSOLE	CAP STK CL A	104.98K	SH	$32.86M 1.14%	104.98K	0.00	0.00

Page 1 of 27

…