SEC 13F Intelligence

Managers / Q2 2025 · view latest →

FULTON BANK, N.A.

CIK 0000883782 · ONE PENN SQUARE, PO BOX 3215, LANCASTER, PA, 17602 · 7172912861

Reported Value
$2.7B
Q2 2025
Positions
1,094
Filings on Record
32
2019–present window
Filed
Jul 10, 2025
original filing

Summary

Fulton Bank, N.a. reported $2.7B in U.S.-listed holdings across 1,094 positions for Q2 2025.

Its largest position, VINIX, represents 6.8% of the portfolio.

Compared with Q1 2025, the fund opened 58 new positions and exited 31.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Top-10 Concentration
+30.2%
share of reported value
Largest Position
+6.8%
Vanguard Instl Index Fd
New / Exited
58 / 31
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.3BQ4 ’18Q1 ’19: $1.4BQ2 ’19: $1.5BQ3 ’19: $1.5BQ4 ’19: $1.6BQ4 ’19Q1 ’20: $1.3BQ2 ’20: $1.5BQ3 ’20: $1.6BQ4 ’20: $1.9BQ4 ’20Q1 ’21: $2.0BQ2 ’21: $2.1BQ3 ’21: $2.1BQ4 ’21: $2.3BQ4 ’21Q1 ’22: $2.1BQ2 ’22: $1.8BQ3 ’22: $1.7BQ2 ’23: $2.0BQ2 ’23Q3 ’23: $2.0BQ4 ’23: $2.2BQ1 ’24: $2.4BQ2 ’24: $2.5BQ2 ’24Q3 ’24: $2.6BQ4 ’24: $2.6BQ1 ’25: $2.5BQ2 ’25: $2.7BQ2 ’25Q3 ’25: $2.9BQ4 ’25: $2.9BQ1 ’26: $2.8BQ2 ’26: $3.3BQ2 ’26filingsflow.com

Portfolio Composition

By security type
Open-End Fund: 52.5%Common Stock: 35.1%ETP: 10.0%Other: 1.2%ADR: 0.9%Other: 0.4%
  • Open-End Fund · 52.5% · $1.4B
  • Common Stock · 35.1% · $951M
  • ETP · 10.0% · $271M
  • Other · 1.2% · $32M
  • ADR · 0.9% · $23M
  • Other · 0.4% · $10M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DUHPDIMENSIONAL ETF TRUSTNEW+829.3K829.3K+$29M$29M
LAZARD FDS INCNEW+902.5K902.5K+$16M$16M
BMTABRITISH AMERN TOB PLCNEW+46.7K46.7K+$2M$2M
GSKGSK PLCNEW+47.0K47.0K+$2M$2M
VANGUARD QUANTITATIVE FDSNEW+6.2K6.2K+$674,722$674,722
LHXL3HARRIS TECHNOLOGIES INCNEW+2.2K2.2K+$558,119$558,119
GROWTH FD AMERNEW+6.3K6.3K+$518,754$518,754
HOODROBINHOOD MKTS INCNEW+5.5K5.5K+$516,931$516,931

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

39 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VFIAXVANGUARD INDEX FDS500INDEX ADMIR · GRW INDEX ADML · MDCAP INDX ADM · S&P 500 ETF SHS · SMCP INDEX ADM · VALU INDEX ADM9.19%$249M1.09M
2VINIXVANGUARD INSTL INDEX FDhistory →SH BEN INT6.81%$184M365.7K
3JPMORGAN TR IGROWTH ADVNTG I · LARGE CAP GWT R63.98%$108M2.05M
4ISHARES TRRUS 1000 GRW ETF · CORE S&P500 ETF · RUS 1000 VAL ETF · MSCI EAFE ETF3.42%$93M335.7K
5GOLDMAN SACHS TR IIGQG PRTNR INST3.30%$89M3.94M
6T ROWE PRICE EQUITY FUNDS INT ROWE LARG CP I3.29%$89M1.01M
7TIAA-CREF FUNDNUVEEN INDEX R6 · NUVEEN CAP ID R63.18%$86M1.81M
8WORLD FDS TRAPPLIED FIN INST2.77%$75M3.31M
9SMEAD FDS TRVALUE FD Y2.31%$62M833.2K
10PRINCIPAL FDS INCMIDCAP FD R62.14%$58M1.22M
11MSFTMICROSOFT CORPhistory →COM1.91%$52M104.2K
12AAPLAPPLE INChistory →COM1.89%$51M249.9K
13NVDANVIDIA CORPORATIONhistory →COM1.81%$49M310.3K
14ADVISORS INNER CIRCLE FD IIIGQG PRTN INSTL1.55%$42M2.42M
15CAUSEWAY CAP MGMT TRINTL VAL INSTL1.40%$38M1.69M
16VANGUARD TAX-MANAGED FDSDEV MKTS ADMR1.25%$34M1.85M
17GOOGLALPHABET INCCAP STK CL A · CAP STK CL C1.14%$31M175.0K
18FULTFULTON FINL CORP PAhistory →COM1.14%$31M1.71M
19METAMETA PLATFORMS INChistory →CL A1.13%$31M41.5K
20UNDISCOVERED MANAGERS FDSBEHAVIORAL VLU L1.11%$30M368.0K
21AMZNAMAZON COM INChistory →COM1.08%$29M133.5K
22DUHPDIMENSIONAL ETF TRUSThistory →US HIGH PROFITAB1.07%$29M813.6K
23DRIEHAUS MUT FDSSMALL GW INSTL0.92%$25M1.12M
24AVGOBROADCOM INChistory →COM0.89%$24M87.3K
25VANGUARD SPECIALIZED FUNDSDIV GRW FD0.84%$23M629.2K
26JOHN HANCOCK FDS IIIDISC VAL MCP I0.76%$20M717.7K
27SCHWAB CAP TRFDL USLCOIDX I0.66%$18M612.4K
28JPMORGAN TR IIMID CAP GWH R60.60%$16M293.6K
29LAZARD FDS INCGBL INFRA INST0.60%$16M899.3K
30MAMASTERCARD INCORPORATEDhistory →CL A0.57%$15M27.3K
31EGFIXADVISORS INNER CIRCLE FDhistory →EDGWD GRW INST0.54%$15M311.8K
32MATTHEWS ASIA FDSEMRG MKTS INSTIT0.54%$15M560.9K
33NFLXNETFLIX INChistory →COM0.47%$13M9.6K
34JPMJPMORGAN CHASE & CO.history →COM0.43%$12M40.3K
35KLACKLA CORPhistory →COM NEW0.43%$12M12.9K
36VANGUARD BD INDEX FDSMC VAL IDX ADM S0.43%$12M135.5K
37ETF OPPORTUNITIES TRUSTAPPLIED FINA VAL0.36%$10M247.2K
38LLYELI LILLY & COCOM0.34%$9M11.9K
39VVISA INCCOM CL A0.34%$9M25.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$3.3B963Jul 9, 202613F-HRchanges · EDGAR ↗
Q1 2026$2.8B928Apr 24, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.9B1,024Jan 8, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.9B1,034Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.7B1,094Jul 10, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.5B1,065Apr 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$2.6B1,111Jan 8, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.6B1,104Oct 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.5B1,066Jul 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.4B1,032Apr 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.2B1,025Jan 24, 2024RESTATEMENTchanges · EDGAR ↗
Q3 2023$2.0B976Oct 4, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.0B984Jul 6, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review978Apr 6, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review924Jan 5, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.7B855Oct 4, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.8B860Jul 7, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.1B905Apr 5, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.3B955Jan 5, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.1B930Oct 5, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.1B914Jul 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.0B857Apr 5, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.9B836Jan 7, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.6B778Oct 6, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.5B747Jul 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.3B670Apr 3, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.6B768Jan 24, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.5B771Oct 3, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.5B770Jul 3, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.4B767Apr 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.3B753Jan 3, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.