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CIK: 0000883782
Total reported value
$3.3B
$3.3B
659 檔
15.3%
In Q3 2024, Fulton Bank, N.a.'s U.S. equity holdings reached a combined market value of $3.3B, distributed across 659 disclosed stock positions.
In Q3 2024, Fulton Bank, N.a. displayed an active expansion posture, initiating 2 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VINIX, GSIMX, TRLGX) accounted for 15.3% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 659 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VINIX | Vanguard Inst Index-inst | Stock-Other | 6.22% | +0.03% | +3.00% | |
| 2 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | Stock-Other | 3.59% | -0.58% | +1.11% | |
| 3 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 3.23% | -0.03% | +1.47% | |
| 4 | SVFYX | Smead Value Fund-y | Stock-Other | 3.03% | -0.19% | -0.90% | |
| 5 | AFVZX | Applied Finance Select-inst | Stock-Other | 3.00% | -0.03% | +0.17% | |
| 6 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 2.63% | -0.07% | -0.93% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.58% | -0.06% | +0.14% | |
| 8 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 2.57% | -0.13% | -2.26% | |
| 9 | JGASX | Jpmorgan Growth Advantag-i | Stock-Other | 2.47% | +0.03% | +3.27% | |
| 10 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | Stock-Other | 2.21% | +0.07% | -1.39% | |
| 11 | PCBIX | Principal Midcap Fund-inst | Stock-Other | 2.15% | — | +1.48% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | -0.23% | -0.66% | |
| 13 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.76% | -0.23% | +2.39% | |
| 14 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.69% | +0.03% | -2.60% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | +0.03% | -1.07% | |
| 16 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 1.51% | -0.04% | -2.09% | |
| 17 | FULT | Fulton Financial CORP | Stock-Financials | 1.42% | +0.02% | +0.00% | |
| 18 | JLGMX | Jpmorgan Large Cap Grow-r6 | Stock-Other | 1.40% | -0.06% | +0.45% | |
| 19 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 1.30% | — | -2.30% | |
| 20 | CIVIX | Causeway Intl Val-inst | Stock-Other | 1.29% | -0.01% | +2.31% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.23% | +0.01% | +0.91% | |
| 22 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 1.22% | -0.05% | +0.97% | |
| 23 | UBVLX | Undisc Mgrs Behav Val-l | Stock-Other | 1.19% | -0.04% | +2.35% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | -0.13% | -1.49% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.02% | +0.33% | |
| 26 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.89% | -0.04% | -3.80% | |
| 27 | EGFIX | Edgewood Growth Fund-inst | Stock-Other | 0.88% | -0.21% | EXIT | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.83% | -0.01% | -4.12% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.13% | -3.22% | |
| 30 | JVMIX | Jh Iii Disc Mid Cap Val-i | Stock-Other | 0.82% | -0.01% | +0.49% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.09% | +10.49% | |
| 32 | DNSMX | Driehaus Small Cap Grow-inst | Stock-Other | 0.81% | +0.15% | +8.17% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.22% | +5.54% | |
| 34 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | Stock-Other | 0.62% | +0.01% | +1.15% | |
| 35 | MISMX | Matthews Emrg Mrk Sm Co-inst | Stock-Other | 0.61% | +0.08% | +9.97% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.07% | -0.18% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.07% | +1340.72% | |
| 38 | SFLNX | Schwab Fndmntl US Lrg Comp | Stock-Other | 0.56% | -0.02% | +4.59% | |
| 39 | JMGMX | Jpmorgan Mid Cap Growth-r6 | Stock-Other | 0.55% | -0.02% | -4.45% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.15% | +0.45% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.08% | +0.70% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | — | -2.52% | |
| 43 | VMVAX | Vanguard M/c Val Indx-adm | Stock-Other | 0.44% | -0.04% | +1.12% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.02% | -13.94% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.03% | +16.31% | |
| 46 | KLAC | Kla CORP | Stock-Tech | 0.40% | +0.20% | -5.54% | |
| 47 | JOHIX | Johcm International Sel-inst | Stock-Other | 0.37% | -0.02% | -15.76% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.03% | -0.58% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.34% | +0.01% | +2.08% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.09% | +6.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.2% | +1340.72% | Add |
| 2 | VINIX | Vanguard Inst Index-inst | +0.2% | +3.00% | Add |
| 3 | ORCL | Oracle CORP | +0.2% | +93.85% | Add |
| 4 | PCBIX | Principal Midcap Fund-inst | +0.1% | +1.48% | Add |
| 5 | AAPL | Apple Inc | +0.1% | +0.14% | Add |
| 6 | HD | Home Depot Inc | +0.1% | +16.31% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.49% | Add |
| 8 | DNSMX | Driehaus Small Cap Grow-inst | +0.1% | +8.17% | Add |
| 9 | IBM | Intl Business Machines CORP | +0.1% | +7.34% | Add |
| 10 | SHW | Sherwin-williams Co/the | +0.1% | +80.46% | Add |
| 11 | VDIGX | Vanguard Dividend Growth-inv | +0.1% | -0.93% | Trim |
| 12 | CIVIX | Causeway Intl Val-inst | +0.1% | +2.31% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | -1.49% | Trim |
| 14 | MISMX | Matthews Emrg Mrk Sm Co-inst | +0.1% | +9.97% | Add |
| 15 | PLD | Prologis Inc | +0.1% | +110.95% | Add |
| 16 | DEO | Diageo Plc-sponsored Adr | +0.1% | NEW | New buy |
| 17 | UBVLX | Undisc Mgrs Behav Val-l | +0.1% | +2.35% | Add |
| 18 | VSLU | Applied Finance Valuat ETF | +0.1% | +21.70% | Add |
| 19 | KDP | Keurig Dr Pepper Inc | +0.1% | NEW | New buy |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | +5.54% | Add |
| 21 | JNJ | Johnson & Johnson | 0% | +14.42% | Add |
| 22 | URI | United Rentals Inc | 0% | -2.62% | Trim |
| 23 | CSCO | Cisco Systems Inc | 0% | +6.76% | Add |
| 24 | TSLA | Tesla Inc | 0% | -1.17% | Trim |
| 25 | DHI | Dr Horton Inc | 0% | +2.59% | Add |
| 26 | VTMGX | Vanguard Dev Mkt Indx-adm | 0% | +0.97% | Add |
| 27 | SFLNX | Schwab Fndmntl US Lrg Comp | 0% | +4.59% | Add |
| 28 | MA | Mastercard Inc - A | 0% | -0.18% | Trim |
| 29 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | 0% | +1.15% | Add |
| 30 | VMVAX | Vanguard M/c Val Indx-adm | 0% | +1.12% | Add |
| 31 | JVMIX | Jh Iii Disc Mid Cap Val-i | 0% | +0.49% | Add |
| 32 | VIMAX | Vanguard Mid Cap Index-adm | 0% | -2.09% | Trim |
| 33 | FULT | Fulton Financial CORP | 0% | +0.00% | Add |
| 34 | VSMAX | Vanguard Sml Cap Indx-adm | — | -2.30% | Trim |
| 35 | AFVZX | Applied Finance Select-inst | 0% | +0.17% | Add |
| 36 | JGASX | Jpmorgan Growth Advantag-i | 0% | +3.27% | Add |
| 37 | IWF | Ishares Russell 1000 Growth | 0% | +0.91% | Add |
| 38 | SVFYX | Smead Value Fund-y | -0.1% | -0.90% | Trim |
| 39 | WBA | Walgreens Boots Alliance Inc | -0.1% | -84.07% | Trim |
| 40 | TRLGX | T Rowe Pr Lrg Cap Grw-i | -0.1% | +1.47% | Add |
| 41 | VFIAX | Vanguard 500 Index-adm | -0.1% | -2.26% | Trim |
| 42 | JOHIX | Johcm International Sel-inst | -0.1% | -15.76% | Trim |
| 43 | KMB | Kimberly-clark CORP | -0.1% | -60.33% | Trim |
| 44 | KLAC | Kla CORP | -0.1% | -5.54% | Trim |
| 45 | COLD | Americold Realty Trust Inc | -0.1% | -80.55% | Trim |
| 46 | INTC | Intel CORP | -0.1% | -55.81% | Trim |
| 47 | EGFIX | Edgewood Growth Fund-inst | -0.1% | -8.97% | Trim |
| 48 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | -0.2% | +1.11% | Add |
| 49 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.22% | Trim |
| 50 | MSFT | Microsoft CORP | -0.2% | -0.66% | Trim |
According to official SEC Form 13F filings, Fulton Bank, N.a. reported a total U.S. public equity portfolio value of $3.3B across 659 disclosed positions in Q3 2024.
During Q3 2024, Fulton Bank, N.a.'s top holdings by market value included VINIX (6.2%)、GSIMX (3.6%)、TRLGX (3.2%). The largest single position, VINIX, represented 6.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
DEO
市值: $1.6M
Top Position Liquidated / Trimmed
SVFYX
前期市值: $76.1M
In Q3 2024, Fulton Bank, N.a. made 50 total portfolio adjustments, initiating 2 new buys, adding to 30 positions, trimming 18 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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