1y return+15.7%S&P 500 +20.9%
3y return+55.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $189 against $195 in the S&P 500.2
Fulton Bank, N.A.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VINIXVanguard Instl Index Fd | $228.4M | 7.0% | |
| TRLGXT Rowe Price Equity Funds In | $91.3M | 2.8% | |
| GSIMXGoldman Sachs Tr II | $84.1M | 2.6% | −5.7% |
| VFIAXVanguard Index Fds | $83.7M | 2.6% | −4.6% |
| JGASXJpmorgan Tr I | $82.6M | 2.5% | +1.4% |
| AFVZXWorld Fds Tr | $82.5M | 2.5% | −1.1% |
| AAPLApple Inc | $78.1M | 2.4% | −1.5% |
| SVFYXSmead Fds Tr | $75.3M | 2.3% | |
| TILIXTiaa-cref Fund | $74.9M | 2.3% | +2.0% |
| NVDANvidia Corporation | $68.5M | 2.1% | +2.1% |
| PMAQXPrincipal Fds Inc | $55.9M | 1.7% | −1.3% |
| IVVIshares Tr | $48.3M | 1.5% | +7.1% |
| VOOVanguard Index Fds | $47.7M | 1.5% | −13.1% |
| VIGAXVanguard Index Fds | $46.4M | 1.4% | −1.0% |
| Dimensional Etf TrustCUSIP 25434V831 | $45.9M | 1.4% | +1.9% |
| VTMGXVanguard Tax-managed Fds | $45.0M | 1.4% | |
| VIMAXVanguard Index Fds | $44.4M | 1.4% | |
| CIVIXCauseway Cap Mgmt Tr | $42.9M | 1.3% | +2.5% |
| MSFTMicrosoft Corp | $42.9M | 1.3% | −2.6% |
| DNSMXDriehaus Mut Fds | $41.6M | 1.3% | +4.3% |
| JLGMXJpmorgan Tr I | $39.0M | 1.2% | −6.6% |
| VSMAXVanguard Index Fds | $38.9M | 1.2% | |
| GQGIXAdvisors Inner Circle Fd III | $38.8M | 1.2% | −5.6% |
| GOOGLAlphabet Inc | $38.5M | 1.2% | +4.2% |
| IWFIshares Tr | $37.5M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $68.5M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $34.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $38.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $27.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $78.1M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $37.5M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $25.3M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $48.3M |
| FULTFulton Finl Corp Pa | June 30, 2020 | +129.7% | $28.6M |
| VINIXVanguard Instl Index Fd | June 30, 2020 | +117.1% | $228.4M |
Sold off last quarter
- EGFIXAdvisors Inner Circle Fd was $6.0M
- PRIMPrimoris Svcs Corp was $938K
- CTRACoterra Energy Inc was $771K
- VHTVanguard World Fd was $482K
- ONOn Semiconductor Corp was $444K
- Digitalbridge Group IncCUSIP 25401T603 was $426K
- Garmin LtdCUSIP H2906T109 was $388K
- CNQCanadian Nat Res Ltd Med Ter was $372K
- BPBp PLC was $339K
- SHOPShopify Inc was $336K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.1% | +14.8% |
| March 31, 2026 | −5.7% | −4.6% |
| December 31, 2025 | +3.6% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +9.0% | +10.5% |
| March 31, 2025 | −2.1% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +5.7% | +10.0% |
| December 31, 2023 | +15.3% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +8.1% | +8.3% |
| March 31, 2023 | +11.9% | +7.0% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −6.5% | −4.9% |
| December 31, 2021 | +5.7% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fulton Bank, N.A. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=883782&type=13F-HR&dateb=&owner=include&count=40CIK 883782
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/883782/000119312526299654/Filed July 9, 2026 · accession 0001193125-26-299654