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Fulton Bank, N.A. — 13F Holdings & Portfolio

CIK 883782 · latest 13F-HR filed 2026-10-14

Backtest portfolio

Fulton Bank, N.A. manages $3.29B in 13F-reported U.S. long-equity assets across 946 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VANGUARD INSTL INDEX FD (6.52%), T ROWE PRICE EQUITY FUNDS IN (2.77%), VNRDF (2.62%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 35 new positions and exited 46; 166 existing positions rose in reported value and 282 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$3.29B

Long-equity book

Holdings
946

Distinct positions

Period
2026-09-30

Filed 2026-10-14

Q/Q Activity
+35 / −46 / ↑166 / ↓282

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VANGUARD INSTL6.5% · newT ROWE2.8% · newVNRDF2.6% · -68%NVDA2.6% · +10%AAPL2.6% · -7%JPIVF2.4% · newSMEAD FDS2.3% · -3%XCNY2.2% · -14%GOLDMAN SACHS2.2% · newTIAA-CREF FUND2.1% · newMSFT1.7% · -5%IVV1.7% · +12%PSET1.6% · newVEA1.5% · +1%VANGUARD INDEX1.4% · newVOO1.4% · -5%DUHP1.4% · -4%VANGUARD INDEX1.3% · newFNCL1.3% · newCAUSEWAY CAP1.3% · newGOOGL1.2% · +9%IWF1.1% · -2%JCGIF1.1% · -41%VANGUARD INDEX1.1% · newDRIEHAUS MUT1.1% · -1%AMZN1.0% · -2%META1.0% · -1%AVGO1.0% · +1%FNDF1.0% · +276%TIAA-CREF FUND0.9% · -18%GOOG0.9% · +14%UNDISCOVERED MANAGERS0.9% · newDEMZ0.9% · -32%FULT0.8% · +1%IWD0.8% · -0%VTV0.8% · +8866%IPCIQ0.8% · newLAZ0.8% · newVSLU0.8% · +14%HPI0.7% · newMU0.7% · +38%IEMG0.7% · +117%IBTH0.6% · +11%MATTHEWS ASIA0.6% · newLLY0.5% · +2%SOXX0.5% · +2%JPM0.5% · +0%CGGR0.5% · +58%MA0.5% · +1%JIRE0.4% · +23%AVLV0.4% · +100%JPMORGAN TR0.4% · newABBV0.4% · -7%V0.4% · -1%DELL0.4% · +30%KLAC0.4% · -14%VXF0.4% · +29%VANGUARD BD0.3% · newAMERICAN CENTY0.3% · newTSLA0.3% · +4%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 28.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 166 →

Top Trims

Show all 282 →

New Positions

Show all 35 →

Exited Positions

Show all 46 →

Fulton Bank, N.A. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INSTL INDEX FD — 922040100 $214.5M 6.52% 350,185 SH
2 T ROWE PRICE EQUITY FUNDS IN — 45775L408 $91.1M 2.77% 1,015,678 SH
3 VANGUARD INDEX FDS VNRDF 922908710 $86.1M 2.62% 121,882 SH
4 NVIDIA CORPORATION NVDA 67066G104 $84.1M 2.56% 368,311 SH
5 APPLE INC AAPL 037833100 $82.9M 2.52% 248,919 SH
6 JPMORGAN TR I JCGIF 4812A3718 $78.7M 2.39% 1,823,057 SH
7 SMEAD FDS TR — 83178C709 $73.6M 2.24% 759,487 SH
8 WORLD FDS TR XCNY 98148J188 $71.1M 2.16% 2,670,350 SH
9 GOLDMAN SACHS TR II — 38147N293 $70.1M 2.13% 2,920,604 SH
10 TIAA-CREF FUND — 87244W680 $68.9M 2.10% 852,011 SH
11 MICROSOFT CORP MSFT 594918104 $55.3M 1.68% 107,816 SH
12 ISHARES TR IVV 464287200 $54.7M 1.66% 71,485 SH
13 PRINCIPAL FDS INC PSET 74256W584 $50.7M 1.54% 1,326,960 SH
14 VANGUARD INDEX FDS — 922908660 $46.5M 1.41% 167,004 SH
15 VANGUARD INDEX FDS VOO 922908363 $46.2M 1.40% 65,848 SH
16 VANGUARD TAX-MANAGED FDS VEA 921943809 $44.2M 1.34% 1,945,119 SH
17 DFA INVT DIMENSIONS GROUP IN DUHP 25239Y196 $43.5M 1.32% 1,038,717 SH
18 FIDELITY CONCORD STR TR FNCL 315911750 $43.5M 1.32% 163,227 SH
19 VANGUARD INDEX FDS — 922908645 $43.1M 1.31% 110,874 SH
20 CAUSEWAY CAP MGMT TR — 14949P208 $41.7M 1.27% 1,702,160 SH
21 ALPHABET INC GOOGL 02079K305 $40.1M 1.22% 116,512 SH
22 ISHARES TR IWF 464287614 $36.9M 1.12% 294,454 SH
23 JPMORGAN TR I JCGIF 48121L841 $36.0M 1.09% 393,553 SH
24 DRIEHAUS MUT FDS — 262028731 $34.8M 1.06% 1,193,908 SH
25 VANGUARD INDEX FDS — 922908686 $34.6M 1.05% 253,647 SH
26 AMAZON COM INC AMZN 023135106 $33.3M 1.01% 133,472 SH
27 META PLATFORMS INC META 30303M102 $31.8M 0.97% 43,787 SH
28 BROADCOM INC AVGO 11135F101 $31.4M 0.96% 89,549 SH
29 SCHWAB CAP TR FNDF 808509442 $31.2M 0.95% 831,718 SH
30 TIAA-CREF FUND — 87244W664 $30.1M 0.91% 901,863 SH
31 ALPHABET INC GOOG 02079K107 $29.7M 0.90% 87,233 SH
32 UNDISCOVERED MANAGERS FDS — 904504842 $28.5M 0.87% 345,689 SH
33 ADVISORS INNER CIRCLE FD III DEMZ 00771X419 $27.6M 0.84% 1,422,169 SH
34 FULTON FINL CORP PA FULT 360271100 $27.0M 0.82% 1,196,590 SH
35 ISHARES TR IWD 464287598 $26.6M 0.81% 107,250 SH
36 INVESTMENT MANAGERS SER TR IPCIQ 461418444 $26.0M 0.79% 944,867 SH
37 LAZARD FDS INC LAZ 52106N459 $25.5M 0.77% 1,443,484 SH
38 ETF OPPORTUNITIES TRUST VSLU 26923N405 $24.8M 0.75% 511,540 SH
39 VANGUARD INDEX FDS VTV 922908678 $23.7M 0.72% 281,329 SH
40 JOHN HANCOCK FDS III HPI 47803W406 $23.6M 0.72% 789,046 SH
41 MICRON TECHNOLOGY INC MU 595112103 $22.2M 0.67% 20,814 SH
42 ISHARES INC IEMG 46434G103 $21.1M 0.64% 260,449 SH
43 ISHARES TR IBTH 46436E841 $20.6M 0.63% 924,872 SH
44 MATTHEWS ASIA FDS — 577125867 $18.5M 0.56% 601,539 SH
45 ELI LILLY & CO LLY 532457108 $16.9M 0.51% 14,568 SH
46 ISHARES TR SOXX 464287523 $16.5M 0.50% 29,001 SH
47 JPMORGAN CHASE & CO JPM 46625H100 $16.5M 0.50% 49,812 SH
48 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $15.6M 0.48% 329,818 SH
49 MASTERCARD INCORPORATED MA 57636Q104 $15.2M 0.46% 27,521 SH
50 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $13.8M 0.42% 168,516 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-14 $3.29B 946 0001193125-26-421070
2026-06-30 2026-07-09 $3.27B 963 0001193125-26-299654
2026-03-31 2026-04-24 $2.84B 928 0001193125-26-176750
2025-12-31 2026-01-08 $2.89B 1,024 0001193125-26-007511
Filer Information
Address
ONE PENN SQUARE
PO BOX 3215
LANCASTER, PA 17602
Phone
(717) 291-2861
Filing Manager
Fulton Bank, N.A.
Lancaster, PA
Signatory
Pamela A. Minnick
Senior Vice President/FFA Technology & Projects