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CIK: 0000883782
Total reported value
$3.3B
$3.3B
665 檔
14.7%
At the close of Q4 2024, Fulton Bank, N.a. disclosed equity holdings valued at approximately $3.3B, spread across 665 reported holdings.
Fulton Bank, N.a. executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 7 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including VINIX, TRLGX, GSIMX) accounted for 14.7% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 665 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VINIX | Vanguard Inst Index-inst | Stock-Other | 6.64% | +0.03% | +4.70% | |
| 2 | TRLGX | T Rowe Pr Lrg Cap Grw-i | Stock-Other | 3.28% | -0.03% | -0.04% | |
| 3 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | Stock-Other | 3.03% | -0.58% | -0.75% | |
| 4 | AFVZX | Applied Finance Select-inst | Stock-Other | 2.84% | -0.03% | +0.68% | |
| 5 | SVFYX | Smead Value Fund-y | Stock-Other | 2.78% | -0.19% | -2.11% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.06% | -1.79% | |
| 7 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 2.70% | -0.13% | +1.83% | |
| 8 | JGASX | Jpmorgan Growth Advantag-i | Stock-Other | 2.51% | +0.03% | +0.75% | |
| 9 | VDIGX | Vanguard Dividend Growth-inv | Stock-Other | 2.31% | -0.07% | +0.38% | |
| 10 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | Stock-Other | 2.29% | +0.07% | -1.11% | |
| 11 | PMAQX | Principal Midcap Fund-r6 | Stock-Other | 2.13% | -0.16% | +11177.53% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.23% | +0.51% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.03% | -0.82% | |
| 14 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 1.75% | +0.03% | -3.92% | |
| 15 | GQGIX | Gqg Part Emerg Mkts Eq-inst | Stock-Other | 1.64% | -0.23% | +0.73% | |
| 16 | FULT | Fulton Financial CORP | Stock-Financials | 1.52% | +0.02% | -0.79% | |
| 17 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 1.51% | -0.04% | -1.11% | |
| 18 | JLGMX | Jpmorgan Large Cap Grow-r6 | Stock-Other | 1.46% | -0.06% | -0.60% | |
| 19 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 1.30% | — | -2.82% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.29% | +0.01% | -3.59% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | -0.02% | +0.66% | |
| 22 | UBVLX | Undisc Mgrs Behav Val-l | Stock-Other | 1.18% | -0.04% | +2.85% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | -0.22% | +44.67% | |
| 24 | VTMGX | Vanguard Dev Mkt Indx-adm | Stock-Other | 1.12% | -0.05% | +0.79% | |
| 25 | CIVIX | Causeway Intl Val-inst | Stock-Other | 1.08% | -0.01% | -0.99% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.13% | -4.24% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.09% | +15.60% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.13% | -3.86% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.07% | +9.70% | |
| 30 | DNSMX | Driehaus Small Cap Grow-inst | Stock-Other | 0.86% | +0.15% | +6.91% | |
| 31 | VVIAX | Vanguard Value Index-adm | Stock-Other | 0.85% | -0.04% | -1.98% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.78% | -0.01% | -4.18% | |
| 33 | JVMIX | Jh Iii Disc Mid Cap Val-i | Stock-Other | 0.72% | -0.01% | -0.49% | |
| 34 | EGFIX | Edgewood Growth Fund-inst | Stock-Other | 0.68% | -0.21% | EXIT | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.07% | -0.85% | |
| 36 | SFLNX | Schwab Fndmntl US Lrg Comp | Stock-Other | 0.61% | -0.02% | +9.77% | |
| 37 | JMGMX | Jpmorgan Mid Cap Growth-r6 | Stock-Other | 0.59% | -0.02% | +8.84% | |
| 38 | TILVX | Nuveen Lrg Cap Val Indx F-r6 | Stock-Other | 0.59% | +0.01% | -0.50% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.15% | +4.09% | |
| 40 | MISMX | Matthews Emrg Mrk Sm Co-inst | Stock-Other | 0.51% | +0.08% | -2.27% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | — | -2.74% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.08% | +9.51% | |
| 43 | VMVAX | Vanguard M/c Val Indx-adm | Stock-Other | 0.43% | -0.04% | +0.92% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.01% | +18.61% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.02% | -6.24% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.03% | -0.25% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | +0.01% | -2.12% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.38% | -0.15% | -2.41% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.03% | +11.22% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | -0.03% | +19.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PMAQX | Principal Midcap Fund-r6 | +2.1% | +11177.53% | Add |
| 2 | VINIX | Vanguard Inst Index-inst | +0.4% | +4.70% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.4% | +44.67% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +9.70% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +0.66% | Add |
| 6 | TSLA | Tesla Inc | +0.2% | +18.61% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | -0.82% | Trim |
| 8 | AAPL | Apple Inc | +0.2% | -1.79% | Trim |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +15.60% | Add |
| 10 | VFIAX | Vanguard 500 Index-adm | +0.1% | +1.83% | Add |
| 11 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 12 | CBRE | Cbre Group Inc - A | +0.1% | +342.00% | Add |
| 13 | FULT | Fulton Financial CORP | +0.1% | -0.79% | Trim |
| 14 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +4.09% | Add |
| 16 | AMAT | Applied Materials Inc | +0.1% | +221.81% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.86% | Trim |
| 18 | APTV | Aptiv PLC | +0.1% | NEW | New buy |
| 19 | TILIX | Nuveen Lrg Cap Grw Indx F-r6 | +0.1% | -1.11% | Trim |
| 20 | NFLX | Netflix Inc | +0.1% | -2.41% | Trim |
| 21 | APP | Applovin Corp-class A | +0.1% | +12.07% | Add |
| 22 | OAZIX | Oakmark International-r6 | +0.1% | NEW | New buy |
| 23 | BMO | Bank Of Montreal | +0.1% | NEW | New buy |
| 24 | VZ | Verizon Communications Inc | 0% | -6.25% | Trim |
| 25 | IWD | Ishares Russell 1000 Value E | -0.1% | -4.18% | Trim |
| 26 | TGT | Target CORP | -0.1% | -13.58% | Trim |
| 27 | OANIX | Oakmark International-inst | -0.1% | EXIT | Sold out |
| 28 | URI | United Rentals Inc | -0.1% | -7.74% | Trim |
| 29 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 30 | REGN | Regeneron Pharmaceuticals | -0.1% | -9.10% | Trim |
| 31 | KLAC | Kla CORP | -0.1% | +0.60% | Add |
| 32 | BCE | Bce Inc | -0.1% | EXIT | Sold out |
| 33 | DHI | Dr Horton Inc | -0.1% | -16.62% | Trim |
| 34 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 35 | HST | Host Hotels & Resorts Inc | -0.1% | -78.07% | Trim |
| 36 | JOHIX | Johcm International Sel-inst | -0.1% | -16.89% | Trim |
| 37 | MISMX | Matthews Emrg Mrk Sm Co-inst | -0.1% | -2.27% | Trim |
| 38 | VTMGX | Vanguard Dev Mkt Indx-adm | -0.1% | +0.79% | Add |
| 39 | JVMIX | Jh Iii Disc Mid Cap Val-i | -0.1% | -0.49% | Trim |
| 40 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 41 | APTV | Aptiv PLC | -0.1% | EXIT | Sold out |
| 42 | GQGIX | Gqg Part Emerg Mkts Eq-inst | -0.1% | +0.73% | Add |
| 43 | MCHP | Microchip Technology Inc | -0.2% | -72.35% | Trim |
| 44 | AFVZX | Applied Finance Select-inst | -0.2% | +0.68% | Add |
| 45 | EGFIX | Edgewood Growth Fund-inst | -0.2% | -11.29% | Trim |
| 46 | CIVIX | Causeway Intl Val-inst | -0.2% | -0.99% | Trim |
| 47 | SVFYX | Smead Value Fund-y | -0.3% | -2.11% | Trim |
| 48 | VDIGX | Vanguard Dividend Growth-inv | -0.3% | +0.38% | Add |
| 49 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | -0.6% | -0.75% | Trim |
| 50 | PCBIX | Principal Midcap Fund-inst | -2.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Fulton Bank, N.a. reported a total U.S. public equity portfolio value of $3.3B across 665 disclosed positions in Q4 2024.
During Q4 2024, Fulton Bank, N.a.'s top holdings by market value included VINIX (6.6%)、TRLGX (3.3%)、GSIMX (3.0%). The largest single position, VINIX, represented 6.6% 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
BLK
市值: $2.8M
Top Position Liquidated / Trimmed
PCBIX
前期市值: $56.2M
In Q4 2024, Fulton Bank, N.a. made 50 total portfolio adjustments, initiating 5 new buys, adding to 17 positions, trimming 21 holdings, and fully liquidating 7 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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