2026 Q1 Portfolio Activity
In 2026 Q1, FULTON BANK, N.A. maintained a portfolio of 698 distinct positions. The most significant new addition was J P MORGAN EXCHANGE TRADED F, now representing 0.22% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 73.2%.
Position History
hover any row below to update
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Total Positions
698
Quarter
2026 Q1
Top Holding
VINIX (7.0%)
Top 10 Concentration
29.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 698
FULTON BANK, N.A. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VINIX
VANGUARD INSTL ...
|
Bond/Debt | 6.95% | 6.99% |
#1
Prev: #1
|
5.3 |
—
|
10,911 | 3.0% |
P
S
|
377,464 | $197,282,385 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GSIMX
GOLDMAN SACHS T...
|
Unknown | 3.15% | 3.16% |
#2
Prev: #2
|
3.3 |
—
|
-283,626 | -7.0% |
P
S
|
3,792,204 | $89,268,508 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TRLGX
T ROWE PRICE EQ...
|
Unknown | 2.82% | 3.05% |
#3
Prev: #3
|
2.6 |
—
|
25,772 | 2.5% |
P
S
|
1,064,595 | $80,089,522 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VFIAX
VANGUARD INDEX ...
|
ETF | 2.69% | 2.86% |
#4
Prev: #4
|
2.1 |
—
|
-3,997 | -3.1% |
P
S
|
126,779 | $76,380,560 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AFVZX
WORLD FDS TR
|
Unknown | 2.55% | 2.62% |
#5
Prev: #5
|
2.0 |
—
|
-80,513 | -2.5% |
P
S
|
3,144,699 | $72,265,216 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SVFYX
SMEAD FDS TR
|
Unknown | 2.49% | 2.31% |
#6
3
Prev: #9
|
1.5 |
—
|
-19,040 | -2.3% |
P
S
|
797,217 | $70,745,115 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JGASX
JPMORGAN TR I
|
Bond/Debt | 2.49% | 2.56% |
#7
Prev: #7
|
1.5 |
—
|
71,861 | 4.1% |
P
S
|
1,845,193 | $70,523,311 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AAPL
APPLE INC
|
Technology | 2.45% | 2.59% |
#8
2
Prev: #6
|
1.5 |
—
|
-1,949 | -0.7% |
P
S
|
274,061 | $69,553,941 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TILIX
TIAA-CREF FUND
|
Unknown | 2.22% | 2.35% |
#9
1
Prev: #8
|
1.4 |
—
|
25,842 | 2.9% |
P
S
|
919,619 | $63,049,147 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.06% | 2.20% |
#10
Prev: #10
|
1.3 |
—
|
-6,164 | -1.8% |
P
S
|
335,359 | $58,486,608 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PMAQX
PRINCIPAL FDS I...
|
Unknown | 1.87% | 1.92% |
#11
1
Prev: #12
|
2.7 |
—
|
95,897 | 7.4% |
P
S
|
1,392,846 | $53,151,030 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.68% | 1.59% |
#12
1
Prev: #13
|
2.7 |
—
|
6,786 | 9.3% |
P
S
|
79,943 | $47,769,939 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.54% | 2.03% |
#13
2
Prev: #11
|
1.1 |
—
|
-3,627 | -3.0% |
P
S
|
118,042 | $43,695,607 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VTMGX
VANGUARD TAX-MA...
|
ETF | 1.43% | 1.31% |
#14
7
Prev: #21
|
1.1 |
—
|
81,772 | 4.3% |
P
S
|
1,973,488 | $40,515,732 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GQGIX
ADVISORS INNER ...
|
Unknown | 1.42% | 1.50% |
#15
Prev: #15
|
1.1 |
—
|
-212,239 | -8.7% |
P
S
|
2,218,877 | $40,361,401 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 1.40% | 1.36% |
#16
4
Prev: #20
|
1.1 |
—
|
43,393 | 4.2% |
P
S
|
1,080,249 | $39,709,953 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VIMAX
VANGUARD INDEX ...
|
ETF | 1.40% | 1.41% |
#17
Prev: #17
|
1.1 |
—
|
-2,531 | -2.2% |
P
S
|
111,393 | $39,629,718 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VIGAX
VANGUARD INDEX ...
|
ETF | 1.39% | 1.56% |
#18
4
Prev: #14
|
1.1 |
—
|
-3,592 | -2.0% |
P
S
|
175,899 | $39,540,694 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IVV
ISHARES TR
|
ETF | 1.39% | 1.39% |
#19
Prev: #19
|
1.1 |
—
|
1,357 | 2.3% |
P
S
|
60,252 | $39,357,208 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CIVIX
CAUSEWAY CAP MG...
|
Bond/Debt | 1.32% | 1.47% |
#20
4
Prev: #16
|
1.0 |
—
|
-147,701 | -8.1% |
P
S
|
1,664,799 | $37,374,763 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JLGMX
JPMORGAN TR I
|
Warrant | 1.25% | 1.40% |
#21
3
Prev: #18
|
1.0 |
—
|
-21,698 | -4.6% |
P
S
|
448,676 | $35,494,831 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VSMAX
VANGUARD INDEX ...
|
ETF | 1.19% | 1.18% |
#22
1
Prev: #23
|
1.0 |
—
|
-7,482 | -2.7% |
P
S
|
269,019 | $33,751,323 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IWF
ISHARES TR
|
ETF | 1.13% | 1.26% |
#23
1
Prev: #22
|
1.0 |
—
|
-2,288 | -3.0% |
P
S
|
75,016 | $31,986,822 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DNSMX
DRIEHAUS MUT FD...
|
Unknown | 1.12% | 1.14% |
#24
Prev: #24
|
0.9 |
—
|
-43,663 | -3.6% |
P
S
|
1,172,000 | $31,749,527 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TILVX
TIAA-CREF FUND
|
Unknown | 1.09% | 1.01% |
#25
3
Prev: #28
|
0.9 |
—
|
36,626 | 3.5% |
P
S
|
1,081,480 | $30,887,101 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.05% | 1.14% |
#26
1
Prev: #25
|
0.9 |
—
|
-1,553 | -1.5% |
P
S
|
103,430 | $29,742,330 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.02% | 1.09% |
#27
1
Prev: #26
|
0.9 |
—
|
2,569 | 1.9% |
P
S
|
139,442 | $29,041,584 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
UBVLX
UNDISCOVERED MA...
|
Unknown | 0.99% | 0.96% |
#28
2
Prev: #30
|
0.9 |
—
|
-6,171 | -1.7% |
P
S
|
349,864 | $28,188,624 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.97% | 1.07% |
#29
2
Prev: #27
|
0.9 |
—
|
-452 | -0.5% |
P
S
|
88,797 | $27,483,558 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SFLNX
SCHWAB CAP TR
|
Unknown | 0.93% | 0.72% |
#30
6
Prev: #36
|
2.9 |
—
|
154,294 | 23.9% |
P
S
|
800,364 | $26,364,030 | 2011 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.90% | 0.98% |
#31
2
Prev: #29
|
0.9 |
—
|
1,478 | 3.4% |
P
S
|
44,605 | $25,519,858 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FULT
FULTON FINL COR...
|
Financial Services | 0.85% | 0.80% |
#32
1
Prev: #31
|
0.8 |
—
|
-21,500 | -1.8% |
P
S
|
1,179,778 | $23,996,684 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GLIFX
LAZARD FDS INC
|
Unknown | 0.84% | 0.72% |
#33
2
Prev: #35
|
2.3 |
—
|
89,896 | 7.8% |
P
S
|
1,237,957 | $23,892,604 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IWD
ISHARES TR
|
ETF | 0.82% | 0.77% |
#34
1
Prev: #33
|
0.8 |
—
|
2,542 | 2.4% |
P
S
|
109,077 | $23,306,482 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VVIAX
VANGUARD INDEX ...
|
ETF | 0.82% | 0.79% |
#35
3
Prev: #32
|
0.8 |
—
|
-3,485 | -1.1% |
P
S
|
302,650 | $23,167,968 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JVMIX
JOHN HANCOCK FD...
|
Unknown | 0.71% | 0.64% |
#36
1
Prev: #37
|
2.3 |
—
|
45,299 | 6.7% |
P
S
|
724,206 | $20,125,706 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.68% | 0.74% |
#37
3
Prev: #34
|
0.8 |
—
|
-444 | -0.7% |
P
S
|
67,372 | $19,326,331 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VSLU
ETF OPPORTUNITI...
|
ETF | 0.52% | 0.49% |
#38
4
Prev: #42
|
2.2 |
—
|
38,169 | 12.0% |
P
S
|
356,192 | $14,892,387 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IBTH
ISHARES TR
|
Bond/Debt | 0.50% | 0.28% |
#39
25
Prev: #64
|
3.2 |
—
|
267,315 | 73.2% |
P
S
|
632,365 | $14,183,946 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.50% | 0.52% |
#40
Prev: #40
|
0.7 |
—
|
1,486 | 3.2% |
P
S
|
48,031 | $14,128,798 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.50% | 0.56% |
#41
3
Prev: #38
|
0.7 |
—
|
-455 | -1.6% |
P
S
|
28,109 | $14,044,942 | 2010 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MISMX
MATTHEWS ASIA F...
|
Unknown | 0.48% | 0.47% |
#42
2
Prev: #44
|
0.7 |
—
|
-8,578 | -1.6% |
P
S
|
517,319 | $13,605,535 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JMGMX
JPMORGAN TR II
|
Unknown | 0.47% | 0.53% |
#43
4
Prev: #39
|
0.7 |
—
|
-25,752 | -8.6% |
P
S
|
272,685 | $13,298,867 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.45% | 0.51% |
#44
3
Prev: #41
|
0.7 |
—
|
268 | 2.0% |
P
S
|
13,915 | $12,798,599 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
KLAC
KLA CORP
|
Technology | 0.45% | 0.44% |
#45
2
Prev: #47
|
0.7 |
—
|
-1,733 | -16.6% |
P
S
|
8,679 | $12,779,045 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
WCMIX
INVESTMENT MANA...
|
Unknown | 0.43% | 0.27% |
#46
22
Prev: #68
|
3.2 |
—
|
192,755 | 62.4% |
P
S
|
501,703 | $12,326,877 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VMVAX
VANGUARD BD IND...
|
ETF | 0.43% | 0.45% |
#47
1
Prev: #46
|
0.7 |
—
|
-16,435 | -11.5% |
P
S
|
126,311 | $12,059,048 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.40% | 0.47% |
#48
5
Prev: #43
|
0.7 |
—
|
512 | 1.7% |
P
S
|
30,756 | $11,433,542 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.37% | 0.37% |
#49
1
Prev: #48
|
0.6 |
—
|
1,496 | 3.2% |
P
S
|
48,582 | $10,566,098 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.36% | 0.27% |
#50
17
Prev: #67
|
0.6 |
—
|
-4,636 | -7.2% |
P
S
|
59,616 | $10,114,449 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 698 holdings