Fulton Bank, N.A portfolio
Bank or trading deskPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 14, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Fulton Bank, N.A reported a $3.3 bn portfolio of 681 companies (683 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are VINIX, TRLGX, VFIAX. During the quarter it exited Dimensional ETF Trust.
Sections with a free account
What changed this quarter
560 positions with a change (30 new, 207 added to, 279 trimmed, 44 sold); also, 3 entered through an IPO. 3 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedDFA Invt Dimensions Group In1.4% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Dimensional ETF Trust−1.4 ppof portfolioSold out1.4% → —
- Fidelity 500 Index+584%more sharesIncreased0.2% → 1.3%
- Vanguard Institutional Index I−7.6%fewer sharesReduced7.0% → 6.5%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Vanguard Institutional Index IVINIX6.5%
- T Rowe Price Equity Funds InTRLGX2.8%
- Vanguard 500 Index AdmiralVFIAX2.6%
- NVIDIANVDA2.6%
- AppleAAPL2.6%
- JPMorgan Tr IJGASX2.4%
- Smead Funds TrSVFYX2.3%
- World Funds TrAFVZX2.2%
- Goldman Sachs GQG Ptnrs International Opps InstlGSIMX2.2%
- AlphabetGOOGL · GOOG2.1%
- Nuveen Large Cap GR Idx R6TILIX2.1%
- MicrosoftMSFT1.7%
- iShares Core S&P 500 ETFIVV1.7%
- Principal FundsPMAQX1.6%
- Vanguard Index FundsVIGAX1.4%
Portfolio by sector
- ● No sector 64%
- ● Information Technology 14%
- ● Financials 5%
- ● Communication Services 4%
- ● Health Care 3%
- ● Industrials 3%
- ● Consumer Discretionary 3%
- ● Consumer Staples 2%
- ● Energy 1%
- ● Utilities 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs; it is a bank or trading desk; its positions are usually hedges or inventory. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Vulcan Value PartnersInvestment firm · $3.3 bn
- Venrock AdviserInvestment firm · $3.3 bn
- ATLAS Infrastructure Partners (UK)Investment firm · $3.3 bn
- Helikon InvestmentsInvestment firm · $3.3 bn
- Corvex ManagementInvestment firm · $3.2 bn
- Spruce House Investment ManagementInvestment firm · $3.4 bn