Fulton Bank, N.A. Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Fulton Bank, N.A. disclosed 687 stock positions valued at approximately $3.27B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INSTL INDEX FD, T ROWE PRICE EQUITY FUNDS IN, and GOLDMAN SACHS TR II.
- Report Period
- June 30, 2026
- No. of Stocks
- 687
- Portfolio Value
- $3.27B
Holdings by Sector
Fulton Bank, N.A. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INSTL INDEX FD | VINIX | Other | 6.98% | 380,463 | +2,999 | +0.79% | $228,361,946 |
| T ROWE PRICE EQUITY FUNDS IN | TRLGX | Other | 2.79% | 1,055,227 | -9,368 | -0.88% | $91,287,766 |
| GOLDMAN SACHS TR II | GSIMX | Other | 2.57% | 3,575,823 | -216,381 | -5.71% | $84,139,139 |
| VANGUARD INDEX FDS | VFIAX | Other | 2.56% | 120,911 | -5,868 | -4.63% | $83,669,610 |
| JPMORGAN TR I | JGASX | Other | 2.52% | 1,870,929 | +25,736 | +1.39% | $82,620,230 |
| WORLD FDS TR | AFVZX | Other | 2.52% | 3,109,659 | -35,040 | -1.11% | $82,468,186 |
| APPLE INC | AAPL | Technology | 2.39% | 270,032 | -4,029 | -1.47% | $78,136,459 |
| SMEAD FDS TR | SVFYX | Other | 2.30% | 790,018 | -7,199 | -0.90% | $75,344,100 |
| TIAA-CREF FUND | TILIX | Other | 2.29% | 937,919 | +18,300 | +1.99% | $74,892,872 |
| NVIDIA CORPORATION | NVDA | Technology | 2.09% | 342,313 | +6,954 | +2.07% | $68,493,407 |
| PRINCIPAL FDS INC | PMAQX | Other | 1.71% | 1,375,395 | -17,451 | -1.25% | $55,923,627 |
| ISHARES TR | IVV | Other | 1.48% | 64,523 | +4,271 | +7.09% | $48,320,628 |
| VANGUARD INDEX FDS | VOO | Other | 1.46% | 69,478 | -10,465 | -13.09% | $47,718,185 |
| VANGUARD INDEX FDS | VIGAX | Other | 1.42% | 174,126 | -1,773 | -1.01% | $46,411,772 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 1.40% | 1,100,692 | +20,443 | +1.89% | $45,931,876 |
| VANGUARD TAX-MANAGED FDS | VTMGX | Other | 1.38% | 1,964,778 | -8,710 | -0.44% | $45,032,732 |
| VANGUARD INDEX FDS | VIMAX | Other | 1.36% | 111,118 | -275 | -0.25% | $44,353,046 |
| CAUSEWAY CAP MGMT TR | CIVIX | Other | 1.31% | 1,705,725 | +40,926 | +2.46% | $42,881,937 |
| MICROSOFT CORP | MSFT | Technology | 1.31% | 114,955 | -3,087 | -2.62% | $42,880,513 |
| DRIEHAUS MUT FDS | DNSMX | Other | 1.27% | 1,222,479 | +50,479 | +4.31% | $41,637,683 |
| JPMORGAN TR I | JLGMX | Other | 1.19% | 418,910 | -29,766 | -6.63% | $38,992,183 |
| VANGUARD INDEX FDS | VSMAX | Other | 1.19% | 268,221 | -798 | -0.30% | $38,929,816 |
| ADVISORS INNER CIRCLE FD III | GQGIX | Other | 1.19% | 2,094,125 | -124,752 | -5.62% | $38,804,149 |
| ALPHABET INC | GOOGL | Communication Services | 1.18% | 107,787 | +4,357 | +4.21% | $38,519,839 |
| ISHARES TR | IWF | Other | 1.14% | 301,670 | +226,654 | +302.14% | $37,458,363 |
| TIAA-CREF FUND | TILVX | Other | 1.10% | 1,104,745 | +23,265 | +2.15% | $35,915,289 |
| BROADCOM INC | AVGO | Technology | 1.04% | 89,944 | +1,147 | +1.29% | $33,976,345 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.00% | 137,842 | -1,600 | -1.15% | $32,853,261 |
| UNDISCOVERED MANAGERS FDS | UBVLX | Other | 0.95% | 352,759 | +2,895 | +0.83% | $31,018,217 |
| SCHWAB CAP TR | SFLNX | Other | 0.91% | 807,258 | +6,894 | +0.86% | $29,820,134 |
Showing 30 of 687 holdings in the latest reporting period.