FULTON BANK, N.A.

$2.8B reported 13(f) long value · latest quarter 2026-06-30 · CIK 0000883782 · EDGAR ↗

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗

Period

$2.8B

reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away

928

positionsALL retained default holdings for this (filer, period), including NULL-value ones

new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31

exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead `classified_by_value` · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Δ sharesreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
VANGUARD INSTL INDEX FD SH BEN INTposition key `cusip:922040100` · issuer key `cusip6:922040`	add	−$5.1M	+10,911	$202M	$197M	366,553	377,464
GOLDMAN SACHS TR II GQG PRTNR INSTposition key `cusip:38147N293` · issuer key `cusip6:38147N`	trim	−$2.3M	−283,626	$91.6M	$89.3M	4,075,830	3,792,204
T ROWE PRICE EQUITY FUNDS IN T ROWE LARG CP Iposition key `cusip:45775L408` · issuer key `cusip6:45775L`	add	−$8.2M	+25,772	$88.3M	$80.1M	1,038,823	1,064,595
VANGUARD INDEX FDS 500INDEX ADMIRposition key `cusip:922908710` · issuer key `cusip6:922908`	trim	−$6.2M	−3,997	$82.6M	$76.4M	130,776	126,779
WORLD FDS TR APPLIED FIN INSTposition key `cusip:98148J188` · issuer key `cusip6:98148J`	trim	−$3.4M	−80,513	$75.7M	$72.3M	3,225,212	3,144,699
SMEAD FDS TR VALUE FD Yposition key `cusip:83178C709` · issuer key `cusip6:83178C`	trim	+$4.0M	−19,040	$66.7M	$70.7M	816,257	797,217
JPMORGAN TR I GROWTH ADVNTG Iposition key `cusip:4812A3718` · issuer key `cusip6:4812A3`	add	−$3.7M	+71,861	$74.2M	$70.5M	1,773,332	1,845,193
APPLE INC COMposition key `pos:14088` · issuer key `iss:219`	trim	−$5.5M	−1,949	$75.0M	$69.6M	276,010	274,061
TIAA-CREF FUND NUVEEN INDEX R6position key `cusip:87244W680` · issuer key `cusip6:87244W`	add	−$4.9M	+25,842	$67.9M	$63.0M	893,777	919,619
NVIDIA CORPORATION COMposition key `pos:16535` · issuer key `iss:1593`	trim	−$5.2M	−6,164	$63.7M	$58.5M	341,523	335,359
PRINCIPAL FDS INC MIDCAP FD R6position key `cusip:74256W584` · issuer key `cusip6:74256W`	add	−$2.5M	+95,897	$55.7M	$53.2M	1,296,949	1,392,846
VANGUARD INDEX FDS S&P 500 ETF SHSposition key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908`	add	+$1.9M	+6,786	$45.9M	$47.8M	73,157	79,943
MICROSOFT CORP COMposition key `pos:12680` · issuer key `iss:1473`	trim	−$15.1M	−3,627	$58.8M	$43.7M	121,669	118,042
VANGUARD TAX-MANAGED FDS DEV MKTS ADMRposition key `cusip:921943809` · issuer key `cusip6:921943`	add	+$2.5M	+81,772	$38.0M	$40.5M	1,891,716	1,973,488
ADVISORS INNER CIRCLE FD III GQG PRTN INSTLposition key `cusip:00771X419` · issuer key `cusip6:00771X`	trim	−$2.9M	−212,239	$43.3M	$40.4M	2,431,116	2,218,877
DIMENSIONAL ETF TRUST US HIGH PROFITABposition key `sid:sec:prov:3d88d65903e9930323dbb68fc154ec56` · issuer key `cusip6:25434V`	add	+$278K	+43,393	$39.4M	$39.7M	1,036,856	1,080,249
VANGUARD INDEX FDS MDCAP INDX ADMposition key `cusip:922908645` · issuer key `cusip6:922908`	trim	−$1.3M	−2,531	$40.9M	$39.6M	113,924	111,393
VANGUARD INDEX FDS GRW INDEX ADMLposition key `cusip:922908660` · issuer key `cusip6:922908`	trim	−$5.5M	−3,592	$45.1M	$39.5M	179,491	175,899
ISHARES TR CORE S&P500 ETFposition key `pos:11149` · issuer key `iss:1231`	add	−$982K	+1,357	$40.3M	$39.4M	58,895	60,252
CAUSEWAY CAP MGMT TR INTL VAL INSTLposition key `cusip:14949P208` · issuer key `cusip6:14949P`	trim	−$5.2M	−147,701	$42.6M	$37.4M	1,812,500	1,664,799
JPMORGAN TR I LARGE CAP GWT R6position key `cusip:48121L841` · issuer key `cusip6:48121L`	trim	−$5.2M	−21,698	$40.7M	$35.5M	470,374	448,676
VANGUARD INDEX FDS SMCP INDEX ADMposition key `cusip:922908686` · issuer key `cusip6:922908`	trim	−$419K	−7,482	$34.2M	$33.8M	276,501	269,019
ISHARES TR RUS 1000 GRW ETFposition key `pos:12381` · issuer key `iss:1231`	trim	−$4.6M	−2,288	$36.6M	$32.0M	77,304	75,016
DRIEHAUS MUT FDS SMALL GW INSTLposition key `cusip:262028731` · issuer key `cusip6:262028`	trim	−$1.3M	−43,663	$33.1M	$31.7M	1,215,663	1,172,000
TIAA-CREF FUND NUVEEN CAP ID R6position key `cusip:87244W664` · issuer key `cusip6:87244W`	add	+$1.7M	+36,626	$29.2M	$30.9M	1,044,854	1,081,480
ALPHABET INC CAP STK CL Aposition key `pos:16029` · issuer key `iss:152`	trim	−$3.1M	−1,553	$32.9M	$29.7M	104,983	103,430
AMAZON COM INC COMposition key `pos:15054` · issuer key `iss:159`	add	−$2.6M	+2,569	$31.6M	$29.0M	136,873	139,442
UNDISCOVERED MANAGERS FDS BEHAVIORAL VLU Lposition key `cusip:904504842` · issuer key `cusip6:904504`	trim	+$315K	−6,171	$27.9M	$28.2M	356,035	349,864
BROADCOM INC COMposition key `pos:13695` · issuer key `iss:441`	trim	−$3.4M	−452	$30.9M	$27.5M	89,249	88,797
SCHWAB CAP TR FDL USLCOIDX Iposition key `cusip:808509442` · issuer key `cusip6:808509`	add	+$5.6M	+154,294	$20.7M	$26.4M	646,070	800,364
META PLATFORMS INC CL Aposition key `pos:12241` · issuer key `iss:891`	add	−$2.9M	+1,478	$28.5M	$25.5M	43,127	44,605
FULTON FINL CORP PA COMposition key `pos:11106` · issuer key `iss:971`	trim	+$776K	−21,500	$23.2M	$24.0M	1,201,278	1,179,778
LAZARD FDS INC GBL INFRA INSTposition key `cusip:52106N459` · issuer key `cusip6:52106N`	add	+$3.0M	+89,896	$20.9M	$23.9M	1,148,061	1,237,957
ISHARES TR RUS 1000 VAL ETFposition key `pos:18615` · issuer key `iss:1231`	add	+$898K	+2,542	$22.4M	$23.3M	106,535	109,077
VANGUARD INDEX FDS VALU INDEX ADMposition key `cusip:922908678` · issuer key `cusip6:922908`	trim	+$358K	−3,485	$22.8M	$23.2M	306,135	302,650
JOHN HANCOCK FDS III DISC VAL MCP Iposition key `cusip:47803W406` · issuer key `cusip6:47803W`	add	+$1.5M	+45,299	$18.6M	$20.1M	678,907	724,206
ALPHABET INC CAP STK CL Cposition key `pos:18738` · issuer key `iss:152`	trim	−$2.0M	−444	$21.3M	$19.3M	67,816	67,372
ETF OPPORTUNITIES TRUST APPLIED FINA VALposition key `sid:sec:prov:c2f1fad762496c507e08522dc2fbf29a` · issuer key `cusip6:26923N`	add	+$817K	+38,169	$14.1M	$14.9M	318,023	356,192
ISHARES TR IBONDS 27 TRM TSposition key `sid:sec:prov:be332591a56bef4dbf18730507a4b1e6` · issuer key `cusip6:46436E`	add	+$6.0M	+267,315	$8.2M	$14.2M	365,050	632,365
JPMORGAN CHASE & CO COMposition key `pos:18958` · issuer key `iss:1247`	add	−$869K	+1,486	$15.0M	$14.1M	46,545	48,031
MASTERCARD INCORPORATED CL Aposition key `pos:15086` · issuer key `iss:1433`	trim	−$2.3M	−455	$16.3M	$14.0M	28,564	28,109
MATTHEWS ASIA FDS EMRG MKTS INSTITposition key `cusip:577125867` · issuer key `cusip6:577125`	trim	+$63.7K	−8,578	$13.5M	$13.6M	525,897	517,319
JPMORGAN TR II MID CAP GWH R6position key `cusip:4812C2288` · issuer key `cusip6:4812C2`	trim	−$2.1M	−25,752	$15.4M	$13.3M	298,437	272,685
ELI LILLY & CO COMposition key `pos:16757` · issuer key `iss:1353`	add	−$1.9M	+268	$14.7M	$12.8M	13,647	13,915
KLA CORP COM NEWposition key `pos:19106` · issuer key `iss:1265`	trim	+$128K	−1,733	$12.7M	$12.8M	10,412	8,679
INVESTMENT MANAGERS SER TR WCM FCS GW INSTLposition key `cusip:461418444` · issuer key `cusip6:461418`	add	+$4.6M	+192,755	$7.7M	$12.3M	308,948	501,703
VANGUARD BD INDEX FDS MC VAL IDX ADM Sposition key `cusip:921937694` · issuer key `cusip6:921937`	trim	−$1.1M	−16,435	$13.1M	$12.1M	142,746	126,311
TESLA INC COMposition key `pos:11199` · issuer key `iss:2119`	add	−$2.2M	+512	$13.6M	$11.4M	30,244	30,756
ABBVIE INC COMposition key `pos:16392` · issuer key `iss:41`	add	−$193K	+1,496	$10.8M	$10.6M	47,086	48,582
EXXON MOBIL CORP COMposition key `pos:15436` · issuer key `iss:879`	trim	+$2.4M	−4,636	$7.7M	$10.1M	64,252	59,616
ISHARES TR MSCI EAFE ETFposition key `pos:15533` · issuer key `iss:1231`	add	+$142K	+282	$10.0M	$10.1M	103,767	104,049
ISHARES TR CORE MSCI EAFEposition key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	add	+$1.7M	+17,225	$8.3M	$9.9M	92,556	109,781
NETFLIX INC. COMposition key `pos:16326` · issuer key `iss:1546`	add	+$445K	+2,139	$9.4M	$9.8M	100,116	102,255
VISA INC COM CL Aposition key `pos:13716` · issuer key `iss:2278`	add	−$1.1M	+1,371	$10.7M	$9.7M	30,643	32,014
BERKSHIRE HATHAWAY INC DEL CL B NEWposition key `pos:12054` · issuer key `iss:360`	trim	−$666K	−403	$10.1M	$9.5M	20,156	19,753
CHEVRON CORPORATION COMposition key `pos:12570` · issuer key `iss:572`	add	+$3.2M	+4,865	$6.2M	$9.4M	40,623	45,488
MERCK & CO INC COMposition key `pos:18668` · issuer key `iss:1461`	add	+$2.5M	+12,897	$6.9M	$9.4M	65,215	78,112
JOHN HANCOCK FDS III DSPLN VAL FD Iposition key `cusip:47803U640` · issuer key `cusip6:47803U`	add	+$504K	+13,775	$8.9M	$9.4M	358,332	372,107
ISHARES TR ISHARES SEMICDTRposition key `pos:18431` · issuer key `iss:1231`	add	+$828K	+168	$8.5M	$9.3M	28,084	28,252
CISCO SYS INC COMposition key `pos:12802` · issuer key `iss:588`	trim	−$443K	−6,585	$9.3M	$8.9M	120,820	114,235
VANGUARD SPECIALIZED FUNDS DIV GRW FDposition key `pos:9261` · issuer key `iss:2244`	trim	−$4.3M	−95,008	$13.1M	$8.8M	399,917	304,909
HOME DEPOT INC COMposition key `pos:11561` · issuer key `iss:1122`	add	−$232K	+466	$8.7M	$8.5M	25,338	25,804
JOHNSON & JOHNSON COMposition key `pos:14474` · issuer key `iss:1258`	trim	−$907K	−10,481	$9.1M	$8.2M	44,145	33,664
ISHARES TR RUS MID CAP ETFposition key `pos:16961` · issuer key `iss:1231`	trim	+$45.5K	−370	$8.2M	$8.2M	84,862	84,492
APPLIED MATLS INC COMposition key `pos:15036` · issuer key `iss:226`	trim	+$1.6M	−1,640	$6.5M	$8.1M	25,408	23,768
COSTCO WHOLESALE CORPORATION COMposition key `pos:12889` · issuer key `iss:669`	add	+$1.2M	+190	$6.8M	$8.0M	7,862	8,052
VANGUARD INDEX FDS TOT STKIDX ADMposition key `cusip:922908728` · issuer key `cusip6:922908`	add	−$337K	+88	$8.2M	$7.9M	50,304	50,392
VERIZON COMMUNICATIONS INC COMposition key `pos:11781` · issuer key `iss:2259`	add	+$2.2M	+18,057	$5.5M	$7.7M	135,182	153,239
VICTORY PORTFOLIOS TRIVALENT SMCP Iposition key `cusip:92647K309` · issuer key `cusip6:92647K`	trim	−$1.5M	−86,760	$9.2M	$7.6M	460,805	374,045
AMPHENOL CORP CL Aposition key `pos:16124` · issuer key `iss:197`	trim	−$573K	−324	$8.2M	$7.6M	60,505	60,181
GOLDMAN SACHS TR INTL SCINS INSTLposition key `cusip:38144N593` · issuer key `cusip6:38144N`	trim	−$1.7M	−115,234	$8.9M	$7.3M	551,998	436,764
WALMART INC COMposition key `pos:14365` · issuer key `iss:2299`	trim	+$688K	−326	$6.3M	$7.0M	56,635	56,309
ORACLE CORP COMposition key `pos:16970` · issuer key `iss:1630`	add	−$1.9M	+1,511	$8.6M	$6.7M	44,372	45,883
TJX COS INC NEW COMposition key `pos:18816` · issuer key `iss:2073`	add	+$276K	+147	$6.4M	$6.7M	41,494	41,641
ISHARES INC CORE MSCI EMKTposition key `pos:14781` · issuer key `iss:1235`	add	+$4.3M	+60,035	$2.4M	$6.6M	34,983	95,018
J P MORGAN EXCHANGE TRADED F INTRNL RES EQTposition key `sid:sec:prov:98416cf980d0faa055e1c11418857ca2` · issuer key `cusip6:46641Q`	new	+$6.3M	+83,493	$0	$6.3M	—	83,493
UNITED RENTALS INC COMposition key `pos:17186` · issuer key `iss:2208`	add	−$628K	+83	$6.9M	$6.3M	8,524	8,607
ADVISORS INNER CIRCLE FD EDGWD GRW INSTposition key `cusip:0075W0759` · issuer key `cusip6:0075W0`	trim	−$2.5M	−49,158	$8.4M	$6.0M	267,511	218,353
ISHARES TR CORE S&P MCP ETFposition key `pos:17776` · issuer key `iss:1231`	add	+$493K	+5,431	$5.5M	$6.0M	82,822	88,253
INTERNATIONAL BUSINESS MACHS COMposition key `pos:10976` · issuer key `iss:1201`	add	−$1.1M	+576	$7.1M	$5.9M	23,837	24,413
RTX CORPORATION COMposition key `pos:16519` · issuer key `iss:1815`	add	+$475K	+1,072	$5.2M	$5.7M	28,233	29,305
PNC FINL SVCS GROUP INC COMposition key `pos:14237` · issuer key `iss:1656`	add	+$379K	+1,897	$5.2M	$5.6M	24,971	26,868
MICRON TECHNOLOGY INC COMposition key `pos:16109` · issuer key `iss:1476`	trim	+$741K	−319	$4.6M	$5.4M	16,183	15,864
PHILIP MORRIS INTL INC COMposition key `pos:16086` · issuer key `iss:1711`	add	+$756K	+3,714	$4.6M	$5.4M	28,691	32,405
BANK AMERICA CORP COMposition key `pos:14107` · issuer key `iss:321`	trim	−$728K	−816	$6.1M	$5.3M	110,192	109,376
MCKESSON CORP COMposition key `pos:18111` · issuer key `iss:1450`	add	+$364K	+105	$5.0M	$5.3M	6,054	6,159
QUANTA SVCS INC COMposition key `pos:14199` · issuer key `iss:1790`	trim	+$1.1M	−353	$4.2M	$5.2M	9,911	9,558
AMGEN INC COMposition key `pos:12524` · issuer key `iss:193`	trim	−$576K	−2,853	$5.7M	$5.1M	17,419	14,566
COCA COLA CO COMposition key `pos:11336` · issuer key `iss:606`	trim	+$304K	−1,408	$4.7M	$5.0M	66,952	65,544
VANGUARD FENWAY FDS EQTY INCM ADMLposition key `cusip:921921300` · issuer key `cusip6:921921`	trim	−$27.1K	−741	$5.0M	$4.9M	53,541	52,800
TOTALENERGIES SE ACTposition key `pos:12332` · issuer key `iss:2412`	trim	+$1.3M	−166	$3.5M	$4.8M	53,051	52,885
FEDERATED HERMES EQUITY FDS FH STRA DVD ISposition key `cusip:314172560` · issuer key `cusip6:314172`	trim	+$158K	−32,651	$4.6M	$4.7M	712,392	679,741
ISHARES TR SELECT DIVID ETFposition key `pos:12759` · issuer key `iss:1231`	trim	+$311K	−12	$4.3M	$4.6M	30,471	30,459
DISNEY WALT CO COMposition key `pos:18004` · issuer key `iss:742`	trim	−$909K	−789	$5.4M	$4.5M	47,878	47,089
ISHARES TR RUSSELL 2000 ETFposition key `pos:16595` · issuer key `iss:1231`	add	+$106K	+294	$4.4M	$4.5M	17,800	18,094
VANGUARD INDEX FDS TOTAL STK MKTposition key `pos:13815` · issuer key `cusip6:922908`	add	−$199K	+1	$4.6M	$4.4M	13,770	13,771
NATIONWIDE MUT FDS NEW GNSCG INST SVCposition key `cusip:63868B658` · issuer key `cusip6:63868B`	trim	−$627K	−5,458	$5.0M	$4.3M	64,388	58,930
PEPSICO INC COMposition key `pos:14709` · issuer key `iss:1700`	add	+$366K	+268	$4.0M	$4.3M	27,555	27,823
MORGAN STANLEY COM NEWposition key `pos:12474` · issuer key `iss:1505`	add	−$72.8K	+1,467	$4.3M	$4.2M	24,242	25,709
MORGAN STANLEY ETF TRUST EATON VANCE INCOposition key `sid:sec:prov:6853ffc9b87b8b7c3b517553fc23dadd` · issuer key `cusip6:61774R`	trim	−$239K	−3,469	$4.5M	$4.2M	88,440	84,971

80 more changes below.

Mark-to-market only (no share change) · 88

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead `classified_by_value` · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
FIDELITY CONCORD STR TR 500 INDEX FUNDposition key `cusip:315911750` · issuer key `cusip6:315911`	no change	−$179K	$4.1M	$3.9M	17,321	17,321
VANGUARD INDEX FDS GROWTH ETFposition key `pos:12058` · issuer key `cusip6:922908`	no change	−$289K	$2.8M	$2.5M	5,666	5,666
VANGUARD WHITEHALL FDS HIGH DIV YLDposition key `pos:13276` · issuer key `iss:2245`	no change	+$58.2K	$1.8M	$1.9M	12,714	12,714
HARRIS ASSOC INVT TR OAKMARK INTL R6position key `cusip:413838574` · issuer key `cusip6:413838`	no change	−$121K	$1.9M	$1.8M	58,580	58,580
VANGUARD INDEX FDS SMALL CP ETFposition key `pos:18141` · issuer key `cusip6:922908`	no change	+$23.5K	$1.5M	$1.5M	5,912	5,912
BANK NEW YORK MELLON CORP COMposition key `pos:19023` · issuer key `iss:326`	no change	+$32.5K	$1.5M	$1.5M	12,788	12,788
VANGUARD INDEX FDS SM CP VAL ETFposition key `pos:17464` · issuer key `cusip6:922908`	no change	+$37.6K	$1.5M	$1.5M	6,895	6,895
VANGUARD PRIMECAP FD ADMIRAL SHARESposition key `cusip:921936209` · issuer key `cusip6:921936`	no change	−$36.9K	$1.3M	$1.3M	7,249	7,249
PROSHARES TR ULTRAPRO QQQposition key `sid:sec:prov:1aed9ca78d3df286f4f6c0e3c6564c86` · issuer key `cusip6:74347X`	no change	−$288K	$1.4M	$1.1M	26,080	26,080
VANGUARD SPECIALIZED FUNDS DIV APP ETFposition key `pos:17149` · issuer key `iss:2244`	no change	−$23.2K	$1.1M	$1.1M	4,913	4,913
FIRST EAGLE FDS GLOBAL FD CL Aposition key `cusip:32008F507` · issuer key `cusip6:32008F`	no change	+$17.3K	$999K	$1.0M	12,417	12,417
VANGUARD WORLD FD INF TECH ETFposition key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A`	no change	−$79.0K	$1.1M	$984K	1,410	1,410
DIREXION SHARES ETF TRUST NASDAQ 100 EQ WTposition key `sid:sec:prov:ce2cc81e1acee5600d9def01bcd1b646` · issuer key `cusip6:25459Y`	no change	−$36.4K	$985K	$949K	9,627	9,627
FIDELITY CONTRAFUND COMposition key `cusip:316071109` · issuer key `cusip6:316071`	no change	−$52.2K	$946K	$894K	38,925	38,925
THORNBURG INVT TR STRAT INC FD Iposition key `cusip:885215194` · issuer key `cusip6:885215`	no change	−$10.3K	$856K	$846K	73,782	73,782
SCHWAB STRATEGIC TR US DIVIDEND EQposition key `pos:11560` · issuer key `iss:1940`	no change	+$85.8K	$724K	$810K	26,394	26,394
ROCKET LAB CORP COMposition key `pos:13811` · issuer key `iss:1859`	no change	−$59.9K	$755K	$695K	10,820	10,820
VANGUARD TAX-MANAGED FDS CAP APPREC ADMposition key `cusip:921943866` · issuer key `cusip6:921943`	no change	−$30.9K	$718K	$687K	2,041	2,041
ROWE T PRICE BLUE CHIP GROWT BLUE CHIP GW Iposition key `cusip:77954Q403` · issuer key `cusip6:77954Q`	no change	−$84.3K	$753K	$668K	3,551	3,551
VANGUARD QUANTITATIVE FDS GR&INCOME ADMLposition key `cusip:921913208` · issuer key `cusip6:921913`	no change	−$34.2K	$684K	$649K	6,234	6,234
SPDR SERIES TRUST STATE STREET SPDposition key `pos:13447` · issuer key `iss:1900`	no change	−$58.1K	$705K	$647K	6,607	6,607
ISHARES TR S&P 500 GRWT ETFposition key `pos:14621` · issuer key `iss:1231`	no change	−$56.2K	$682K	$626K	5,534	5,534
SPDR INDEX SHS FDS STATE STREET SPDposition key `sid:sec:prov:8a3b57c1d13025d1fc6662f161007e27` · issuer key `cusip6:78463X`	no change	+$11.4K	$611K	$622K	17,000	17,000
CORNING INC COMposition key `pos:17341` · issuer key `iss:662`	no change	+$218K	$394K	$611K	4,495	4,495
AB PORTFOLIOS ABTXMG WLT ADVposition key `cusip:01877F534` · issuer key `cusip6:01877F`	no change	−$10.1K	$602K	$592K	23,413	23,413
M & T BK CORP COMposition key `pos:18780` · issuer key `iss:1383`	no change	+$15.0K	$575K	$590K	2,856	2,856
FIDELITY SECS FD BLUE CHIP GWTHposition key `cusip:316389303` · issuer key `cusip6:316389`	no change	−$44.9K	$632K	$587K	2,365	2,365
TIAA-CREF FUND NUVEEN EQ IDX R6position key `cusip:87244W508` · issuer key `cusip6:87244W`	no change	−$24.1K	$610K	$586K	13,013	13,013
ALPS ETF TR INTL SEC DV DOGposition key `sid:sec:prov:dcb129863f57585cb4f5cddb7aa4e9a7` · issuer key `cusip6:00162Q`	no change	+$42.8K	$533K	$576K	13,833	13,833
ISHARES TR S&P SML 600 GWTposition key `pos:18723` · issuer key `iss:1231`	no change	+$14.0K	$558K	$572K	3,952	3,952
VANGUARD WORLD FD INFOTEC IND ADposition key `cusip:92204A793` · issuer key `cusip6:92204A`	no change	−$45.0K	$609K	$564K	1,578	1,578
MFS SER TR I VALUE FD CL Iposition key `cusip:552983694` · issuer key `cusip6:552983`	no change	+$2.5K	$540K	$543K	10,724	10,724
VANGUARD INDEX FDS MCAP VL IDXVIPposition key `sid:sec:prov:37e4995e6b67d5e138767a663c26b870` · issuer key `cusip6:922908`	no change	+$19.5K	$501K	$520K	2,824	2,824
VANGUARD INDEX FDS VALUE ETFposition key `pos:11832` · issuer key `cusip6:922908`	no change	+$13.7K	$503K	$517K	2,636	2,636
SCHWAB STRATEGIC TR US LCAP VA ETFposition key `pos:13959` · issuer key `iss:1940`	no change	+$14.9K	$497K	$512K	16,779	16,779
EA SERIES TRUST STRIVE 500 ETFposition key `sid:sec:prov:1f766917c49f48b25a895b68b313209c` · issuer key `cusip6:02072L`	no change	−$25.4K	$529K	$504K	12,000	12,000
YORK WTR CO COMposition key `sid:sec:prov:792b1f7a824d0fb1533023f99def09d0` · issuer key `cusip6:987184`	no change	−$22.4K	$512K	$490K	16,092	16,092
F N B CORP COMposition key `pos:13412` · issuer key `iss:885`	no change	−$11.1K	$499K	$488K	29,183	29,183
VANGUARD SCOTTSDALE FDS VNG RUS1000IDXposition key `sid:sec:prov:303540766d2ecf333f46440f72a108ab` · issuer key `cusip6:92206C`	no change	−$22.9K	$509K	$486K	1,646	1,646
VANGUARD WORLD FD HEALTH CAR ETFposition key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `cusip6:92204A`	no change	−$27.5K	$510K	$482K	1,771	1,771
GROWTH FD AMER CL F2 SHSposition key `cusip:399874825` · issuer key `cusip6:399874`	no change	−$40.7K	$507K	$466K	6,329	6,329
ROWE T PRICE INDEX TR INC EQ MK INDEX FDposition key `cusip:779552306` · issuer key `cusip6:779552`	no change	−$18.9K	$481K	$462K	6,759	6,759
VANGUARD HORIZON FDS CAPTL OPP ADMposition key `cusip:922038500` · issuer key `cusip6:922038`	no change	−$14.4K	$460K	$446K	2,121	2,121
ISHARES TR SP SMCP600VL ETFposition key `pos:17899` · issuer key `iss:1231`	no change	+$16.6K	$400K	$417K	3,518	3,518
ISHARES TR RUS MDCP VAL ETFposition key `pos:13188` · issuer key `iss:1231`	no change	+$13.3K	$400K	$414K	2,839	2,839
ISHARES TR S&P 500 VAL ETFposition key `pos:14782` · issuer key `iss:1231`	no change	−$1.8K	$410K	$408K	1,931	1,931
INVESCO EXCHANGE TRADED FD T S&P500 EQL TECposition key `pos:18328` · issuer key `iss:1216`	no change	−$2.3K	$410K	$407K	9,000	9,000
PAYDEN & RYGEL INVT GROUP GROWTH & INCMposition key `cusip:704329739` · issuer key `cusip6:704329`	no change	+$1.2K	$403K	$404K	23,748	23,748
WASHINGTON MUT INVS FD CL F-2 SHSposition key `cusip:939330825` · issuer key `cusip6:939330`	no change	−$14.4K	$414K	$399K	6,357	6,357
SEMPRA COMposition key `pos:15400` · issuer key `iss:1953`	no change	+$34.1K	$339K	$373K	3,836	3,836
ISHARES TR MSCI ACWI ETFposition key `pos:11745` · issuer key `iss:1232`	no change	−$8.4K	$380K	$372K	2,686	2,686
UGI CORP NEW COMposition key `pos:16524` · issuer key `iss:2184`	no change	−$10.1K	$376K	$366K	10,047	10,047
SCHWAB STRATEGIC TR US LCAP GR ETFposition key `pos:18053` · issuer key `iss:1940`	no change	−$42.7K	$399K	$357K	12,244	12,244
SCHWAB STRATEGIC TR INTL EQTY ETFposition key `pos:13342` · issuer key `iss:1940`	no change	+$10.2K	$346K	$356K	14,386	14,386
JPMORGAN TR II LRG CAP GROWTH Iposition key `cusip:4812C0530` · issuer key `cusip6:4812C0`	no change	−$31.5K	$368K	$337K	4,500	4,500
NATIXIS FUNDS TRUST II VN MID CP Yposition key `cusip:63872T828` · issuer key `cusip6:63872T`	no change	+$8.4K	$325K	$333K	17,100	17,100
VANGUARD STAR FDS GROWTH PTFLposition key `cusip:921909503` · issuer key `cusip6:921909`	no change	−$4.3K	$333K	$328K	6,558	6,558
BNY MELLON INDEX FDS INC INTL STOCK IDX Iposition key `cusip:09661L203` · issuer key `cusip6:09661L`	no change	+$2.3K	$321K	$324K	13,495	13,495
WISDOMTREE TR US MIDCAP FUNDposition key `pos:18731` · issuer key `iss:2346`	no change	+$2.0K	$314K	$316K	4,698	4,698
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUMposition key `pos:11801` · issuer key `iss:1216`	no change	+$14.2K	$299K	$313K	2,161	2,161
PRICE T ROWE GROWTH STK FD I FD CL Iposition key `cusip:741479406` · issuer key `cusip6:741479`	no change	−$39.3K	$350K	$311K	3,236	3,236
THORNBURG INVT TR GLOBAL VALUE Iposition key `cusip:885215566` · issuer key `cusip6:885215`	no change	+$9.0K	$293K	$302K	8,670	8,670
HARBOR FDS CP APPRE RTRMTposition key `cusip:411512528` · issuer key `cusip6:411512`	no change	−$36.7K	$336K	$299K	2,867	2,867
UNITED NAT FOODS INC COMposition key `pos:15239` · issuer key `iss:2206`	no change	+$74.7K	$221K	$296K	6,560	6,560
FIRST EAGLE FDS OVERSEAS FD Iposition key `cusip:32008F200` · issuer key `cusip6:32008F`	no change	+$10.6K	$278K	$289K	8,875	8,875
CAMECO CORP COMposition key `pos:12380` · issuer key `iss:503`	no change	+$45.2K	$242K	$287K	2,640	2,640
ISHARES TR MSCI EAFE MIN VLposition key `sid:sec:prov:cac795d63677f8d041e9bf0f81990d73` · issuer key `cusip6:46429B`	no change	+$16.0K	$270K	$286K	3,131	3,131
VANGUARD WORLD FD INTL GR FD ADMposition key `cusip:921910501` · issuer key `cusip6:921910`	no change	−$15.1K	$295K	$280K	2,587	2,587
JANUS INVT FD ENTRPIRSE FD Tposition key `cusip:471023804` · issuer key `cusip6:471023`	no change	−$17.2K	$287K	$270K	2,062	2,062
AMPLIFY ETF TR BLOCKCHAIN TECHNposition key `sid:sec:prov:38120907daab4dc455ed976e2530818e` · issuer key `cusip6:032108`	no change	−$37.5K	$302K	$264K	5,303	5,303
SPDR SERIES TRUST STATE STREET SPDposition key `pos:15102` · issuer key `iss:1900`	no change	−$12.2K	$266K	$254K	3,319	3,319
SELECT SECTOR SPDR TR STATE STREET CONposition key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `cusip6:81369Y`	no change	−$23.7K	$271K	$247K	2,270	2,270
FINANCIAL INVS TR OS G&INC INSTLposition key `cusip:317609295` · issuer key `cusip6:317609`	no change	+$7.2K	$232K	$239K	15,612	15,612
DODGE & COX FDS INTL STK Iposition key `cusip:256206103` · issuer key `cusip6:256206`	no change	+$1.7K	$235K	$236K	14,250	14,250
AMCAP FD SHS CL F-2position key `cusip:023375827` · issuer key `cusip6:023375`	no change	−$21.9K	$257K	$235K	5,481	5,481
FIDELITY COVINGTON TRUST ENHANCED MIDposition key `sid:sec:prov:d8e584de0fcc7e9d15920d415f49dc36` · issuer key `cusip6:31609A`	no change	−$2.7K	$236K	$234K	6,500	6,500
NEW WORLD FD INC NEW CL F-2 SHSposition key `cusip:649280823` · issuer key `cusip6:649280`	no change	−$3.5K	$231K	$227K	2,486	2,486
FIDELITY MT VERNON STR TR NEW MILLENIUMposition key `cusip:316200302` · issuer key `cusip6:316200`	no change	−$7.4K	$233K	$225K	3,467	3,467
FIDELITY CONCORD STR TR INTL IDX FDposition key `cusip:315911727` · issuer key `cusip6:315911`	no change	+$2.1K	$223K	$225K	3,668	3,668
ISHARES TR EAFE VALUE ETFposition key `pos:13416` · issuer key `iss:1232`	no change	+$8.9K	$216K	$225K	3,023	3,023
LEGG MASON PARTNERS INVT TR CLRBRG LGCP GW Iposition key `cusip:52469H784` · issuer key `cusip6:52469H`	no change	−$23.2K	$243K	$220K	3,286	3,286
VANGUARD WELLESLEY INCOME FD COMposition key `cusip:921938106` · issuer key `cusip6:921938`	no change	−$1.5K	$220K	$219K	8,647	8,647
NEW PERSPECTIVE FD INC COMposition key `cusip:648018109` · issuer key `cusip6:648018`	no change	−$12.2K	$230K	$218K	3,262	3,262
BELPOINTE PREP LLC UNIT RP LTD LB Aposition key `sid:sec:prov:2e9a344d49994cb73de3cb76a1e17c2f` · issuer key `cusip6:080694`	no change	−$48.0K	$264K	$216K	4,060	4,060
PRUDENTIAL INVT PORTF INC 17 PGIM TR BD CL R6position key `cusip:74440B884` · issuer key `cusip6:74440B`	no change	−$2.3K	$216K	$214K	17,724	17,724
COLUMBIA FDS SER TR I DIVIDEND INCM I3position key `cusip:19766M840` · issuer key `cusip6:19766M`	no change	+$5.7K	$202K	$208K	5,443	5,443
HERCULES CAPITAL INC COMposition key `pos:16435` · issuer key `iss:1107`	no change	−$51.9K	$241K	$189K	12,817	12,817
ONO PHARMACEUTICAL CO LTD ADRposition key `cusip:682736103` · issuer key `cusip6:682736`	no change	+$8.7K	$62.9K	$71.6K	13,604	13,604

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 50.5%below median 80.0%
Concentration index: 153 bpsbelow median 446 bps
Positions with value: 928 / 928median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 50.5%share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets · HHI (bps) ·§: 153integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 698

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.

Open FULTON BANK, N.A.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

View

Prior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

Reported positions — 2026-03-31

1–100 of 569 issuers · $2.8B disclosed value over 928 rows · 0 undisclosed-value rows

Every row below carries ticker not yet mapped — stated once here rather than repeated on every row.

KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters.

TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

Position changeShare change is available in the separate comparison view; it is not joined into this position list.

CongressThe congressional transaction join is unavailable in this build.

—

VANGUARD INDEX FDS

16 positions · 21 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · 500INDEX ADMIR CUSIP 922908710 src ↗	$76.4M	126,779
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$47.7M	79,846
VANGUARD INDEX FDS · MDCAP INDX ADM CUSIP 922908645 src ↗	$39.0M	109,761
VANGUARD INDEX FDS · GRW INDEX ADML CUSIP 922908660 src ↗	$38.5M	171,422
VANGUARD INDEX FDS · SMCP INDEX ADM CUSIP 922908686 src ↗	$33.1M	264,001
VANGUARD INDEX FDS · VALU INDEX ADM CUSIP 922908678 src ↗	$22.5M	294,205
VANGUARD INDEX FDS · TOT STKIDX ADM CUSIP 922908728 src ↗	$7.9M	50,392
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$4.4M	13,771
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$2.5M	5,666
VANGUARD INDEX FDS · EXTN MKT ADMIR CUSIP 922908694 src ↗	$2.2M	13,933
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$1.8M	8,697
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$1.5M	5,912
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$1.5M	6,895
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$1.2M	4,133
VANGUARD INDEX FDS · GRW INDEX ADML CUSIP 922908660 src ↗	$1.0M	4,477
VANGUARD INDEX FDS · VALU INDEX ADM CUSIP 922908678 src ↗	$647K	8,445
VANGUARD INDEX FDS · SMCP INDEX ADM CUSIP 922908686 src ↗	$630K	5,018
VANGUARD INDEX FDS · MDCAP INDX ADM CUSIP 922908645 src ↗	$581K	1,632
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$520K	2,824
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$517K	2,636
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$58.0K	97

$284M

1,180,542

—

10.0%

—

VANGUARD INSTL INDEX FD

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD INSTL INDEX FD, as it reported them
VANGUARD INSTL INDEX FD · SH BEN INT CUSIP 922040100 src ↗	$197M	376,137
VANGUARD INSTL INDEX FD · SH BEN INT CUSIP 922040100 src ↗	$694K	1,327

$197M

377,464

—

7.0%

—

ISHARES TR

22 positions · 26 reported rows

Rows FULTON BANK, N.A. reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$39.1M	59,815
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$32.0M	75,016
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$23.0M	107,862
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$10.1M	104,049
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$9.1M	27,699
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$8.2M	84,309
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$6.0M	88,253
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$4.6M	30,459
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$4.5M	18,094
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$2.8M	49,076
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$2.7M	7,448
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$2.2M	17,686
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$1.7M	16,804
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$1.3M	9,541
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$1.1M	8,446
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$750K	2,389
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$626K	5,534
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$572K	3,952
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$448K	2,362
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$417K	3,518
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$414K	2,839
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$408K	1,931
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$285K	437
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$260K	1,215
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$182K	553
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$17.8K	183

$153M

729,470

—

5.4%

—

TIAA-CREF FUND

3 positions · 5 reported rows

Rows FULTON BANK, N.A. reported for TIAA-CREF FUND, as it reported them
TIAA-CREF FUND · NUVEEN INDEX R6 CUSIP 87244W680 src ↗	$62.8M	915,433
TIAA-CREF FUND · NUVEEN CAP ID R6 CUSIP 87244W664 src ↗	$30.7M	1,076,475
TIAA-CREF FUND · NUVEEN EQ IDX R6 CUSIP 87244W508 src ↗	$586K	13,013
TIAA-CREF FUND · NUVEEN INDEX R6 CUSIP 87244W680 src ↗	$287K	4,186
TIAA-CREF FUND · NUVEEN CAP ID R6 CUSIP 87244W664 src ↗	$143K	5,005

$94.5M

2,014,112

—

3.3%

—

GOLDMAN SACHS TR II

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for GOLDMAN SACHS TR II, as it reported them
GOLDMAN SACHS TR II · GQG PRTNR INST CUSIP 38147N293 src ↗	$88.3M	3,751,832
GOLDMAN SACHS TR II · GQG PRTNR INST CUSIP 38147N293 src ↗	$950K	40,372

$89.3M

3,792,204

—

3.1%

—

T ROWE PRICE EQUITY FUNDS IN

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for T ROWE PRICE EQUITY FUNDS IN, as it reported them
T ROWE PRICE EQUITY FUNDS IN · T ROWE LARG CP I CUSIP 45775L408 src ↗	$79.6M	1,058,290
T ROWE PRICE EQUITY FUNDS IN · T ROWE LARG CP I CUSIP 45775L408 src ↗	$474K	6,305

$80.1M

1,064,595

—

2.8%

—

WORLD FDS TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for WORLD FDS TR, as it reported them
WORLD FDS TR · APPLIED FIN INST CUSIP 98148J188 src ↗	$71.9M	3,129,363
WORLD FDS TR · APPLIED FIN INST CUSIP 98148J188 src ↗	$352K	15,336

$72.3M

3,144,699

—

2.5%

—

SMEAD FDS TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for SMEAD FDS TR, as it reported them
SMEAD FDS TR · VALUE FD Y CUSIP 83178C709 src ↗	$69.9M	787,842
SMEAD FDS TR · VALUE FD Y CUSIP 83178C709 src ↗	$832K	9,375

$70.7M

797,217

—

2.5%

—

JPMORGAN TR I

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for JPMORGAN TR I, as it reported them
JPMORGAN TR I · GROWTH ADVNTG I CUSIP 4812A3718 src ↗	$70.1M	1,833,175
JPMORGAN TR I · GROWTH ADVNTG I CUSIP 4812A3718 src ↗	$459K	12,018

$70.5M

1,845,193

—

2.5%

—

AAPLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$68.7M	270,623
APPLE INC · COM CUSIP — src ↗	$873K	3,438

$69.6M

274,061

—

2.5%

—

NVDAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$57.2M	328,187
NVIDIA CORPORATION · COM CUSIP — src ↗	$1.3M	7,172

$58.5M

335,359

—

2.1%

—

PRINCIPAL FDS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for PRINCIPAL FDS INC, as it reported them
PRINCIPAL FDS INC · MIDCAP FD R6 CUSIP 74256W584 src ↗	$52.1M	1,365,307
PRINCIPAL FDS INC · MIDCAP FD R6 CUSIP 74256W584 src ↗	$1.1M	27,539

$53.2M

1,392,846

—

1.9%

—

GOOGLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) GOOGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 4 reported rows

Rows FULTON BANK, N.A. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$29.4M	102,376
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$19.1M	66,618
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$303K	1,054
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$216K	754

$49.1M

170,802

—

1.7%

—

VANGUARD TAX-MANAGED FDS

3 positions · 4 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD TAX-MANAGED FDS, as it reported them
VANGUARD TAX-MANAGED FDS · DEV MKTS ADMR CUSIP 921943809 src ↗	$39.7M	1,933,219
VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — src ↗	$2.9M	44,720
VANGUARD TAX-MANAGED FDS · DEV MKTS ADMR CUSIP 921943809 src ↗	$827K	40,269
VANGUARD TAX-MANAGED FDS · CAP APPREC ADM CUSIP 921943866 src ↗	$687K	2,041

$44.1M

2,020,249

—

1.6%

—

MSFTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$43.1M	116,559
MICROSOFT CORP · COM CUSIP — src ↗	$549K	1,483

$43.7M

118,042

—

1.5%

—

ADVISORS INNER CIRCLE FD III

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ADVISORS INNER CIRCLE FD III, as it reported them
ADVISORS INNER CIRCLE FD III · GQG PRTN INSTL CUSIP 00771X419 src ↗	$39.9M	2,195,429
ADVISORS INNER CIRCLE FD III · GQG PRTN INSTL CUSIP 00771X419 src ↗	$427K	23,448

$40.4M

2,218,877

—

1.4%

—

DIMENSIONAL ETF TRUST

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US HIGH PROFITAB CUSIP 25434V831 src ↗	$38.9M	1,058,100
DIMENSIONAL ETF TRUST · US HIGH PROFITAB CUSIP 25434V831 src ↗	$814K	22,149

$39.7M

1,080,249

—

1.4%

—

CAUSEWAY CAP MGMT TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for CAUSEWAY CAP MGMT TR, as it reported them
CAUSEWAY CAP MGMT TR · INTL VAL INSTL CUSIP 14949P208 src ↗	$37.2M	1,658,531
CAUSEWAY CAP MGMT TR · INTL VAL INSTL CUSIP 14949P208 src ↗	$141K	6,268

$37.4M

1,664,799

—

1.3%

—

JPMORGAN TR I

src ↗

JPMORGAN TR I · LARGE CAP GWT R6 CUSIP 48121L841
2026-03-31 filed 2026-04-24 +24d

$35.5M

448,676

—

1.3%

—

SCHWAB CAP TR

4 positions · 5 reported rows

Rows FULTON BANK, N.A. reported for SCHWAB CAP TR, as it reported them
SCHWAB CAP TR · FDL USLCOIDX I CUSIP 808509442 src ↗	$26.2M	796,694
SCHWAB CAP TR · FDLINT LCIDX I CUSIP 808509376 src ↗	$3.4M	224,974
SCHWAB CAP TR · INTL INDEX SLC CUSIP 808509830 src ↗	$1.4M	49,867
SCHWAB CAP TR · S&P 500IDX SEL CUSIP 808509855 src ↗	$595K	35,483
SCHWAB CAP TR · FDL USLCOIDX I CUSIP 808509442 src ↗	$121K	3,670

$31.8M

1,110,688

—

1.1%

—

DRIEHAUS MUT FDS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for DRIEHAUS MUT FDS, as it reported them
DRIEHAUS MUT FDS · SMALL GW INSTL CUSIP 262028731 src ↗	$31.4M	1,159,364
DRIEHAUS MUT FDS · SMALL GW INSTL CUSIP 262028731 src ↗	$342K	12,636

$31.7M

1,172,000

—

1.1%

—

AMZNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for AMAZON COM INC, as it reported them
AMAZON COM INC · COM CUSIP — src ↗	$28.7M	137,587
AMAZON COM INC · COM CUSIP — src ↗	$386K	1,855

$29.0M

139,442

—

1.0%

—

UNDISCOVERED MANAGERS FDS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for UNDISCOVERED MANAGERS FDS, as it reported them
UNDISCOVERED MANAGERS FDS · BEHAVIORAL VLU L CUSIP 904504842 src ↗	$27.9M	346,267
UNDISCOVERED MANAGERS FDS · BEHAVIORAL VLU L CUSIP 904504842 src ↗	$290K	3,597

$28.2M

349,864

—

1.0%

—

AVGOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$27.2M	87,788
BROADCOM INC · COM CUSIP — src ↗	$312K	1,009

$27.5M

88,797

—

1.0%

—

METAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · CL A CUSIP — src ↗	$25.2M	44,056
META PLATFORMS INC · CL A CUSIP — src ↗	$314K	549

$25.5M

44,605

—

0.9%

—

FULTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FULTON FINL CORP PA

src ↗

FULTON FINL CORP PA · COM CUSIP —
2026-03-31 filed 2026-04-24 +24d

$24.0M

1,179,778

—

0.8%

—

LAZARD FDS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for LAZARD FDS INC, as it reported them
LAZARD FDS INC · GBL INFRA INST CUSIP 52106N459 src ↗	$23.2M	1,201,407
LAZARD FDS INC · GBL INFRA INST CUSIP 52106N459 src ↗	$705K	36,550

$23.9M

1,237,957

—

0.8%

—

JOHN HANCOCK FDS III

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for JOHN HANCOCK FDS III, as it reported them
JOHN HANCOCK FDS III · DISC VAL MCP I CUSIP 47803W406 src ↗	$19.6M	705,818
JOHN HANCOCK FDS III · DISC VAL MCP I CUSIP 47803W406 src ↗	$511K	18,388

$20.1M

724,206

—

0.7%

—

VANGUARD BD INDEX FDS

5 positions · 7 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · MC VAL IDX ADM S CUSIP 921937694 src ↗	$11.7M	122,584
VANGUARD BD INDEX FDS · SMCP VAL IDX ADM CUSIP 921937686 src ↗	$2.7M	28,422
VANGUARD BD INDEX FDS · MDCP GWT IDX ADM CUSIP 921937728 src ↗	$1.1M	9,975
VANGUARD BD INDEX FDS · SC GWTH IDX ADM CUSIP 921937710 src ↗	$1.1M	9,921
VANGUARD BD INDEX FDS · FTSE AL WL ADM S CUSIP 921937736 src ↗	$361K	7,771
VANGUARD BD INDEX FDS · MC VAL IDX ADM S CUSIP 921937694 src ↗	$356K	3,727
VANGUARD BD INDEX FDS · SC GWTH IDX ADM CUSIP 921937710 src ↗	$6.1K	57

$17.2M

182,457

—

0.6%

—

ETF OPPORTUNITIES TRUST

src ↗

ETF OPPORTUNITIES TRUST · APPLIED FINA VAL CUSIP 26923N405
2026-03-31 filed 2026-04-24 +24d

$14.9M

356,192

—

0.5%

—

ISHARES TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$14.0M	623,718
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$194K	8,647

$14.2M

632,365

—

0.5%

—

JPMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for JPMORGAN CHASE & CO, as it reported them
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$13.9M	47,307
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$213K	724

$14.1M

48,031

—

0.5%

—

MAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MASTERCARD INCORPORATED, as it reported them
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$14.0M	27,964
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$72.5K	145

$14.0M

28,109

—

0.5%

—

MATTHEWS ASIA FDS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MATTHEWS ASIA FDS, as it reported them
MATTHEWS ASIA FDS · EMRG MKTS INSTIT CUSIP 577125867 src ↗	$13.6M	516,488
MATTHEWS ASIA FDS · EMRG MKTS INSTIT CUSIP 577125867 src ↗	$21.9K	831

$13.6M

517,319

—

0.5%

—

JPMORGAN TR II

src ↗

JPMORGAN TR II · MID CAP GWH R6 CUSIP 4812C2288
2026-03-31 filed 2026-04-24 +24d

$13.3M

272,685

—

0.5%

—

LLYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ELI LILLY & CO, as it reported them
ELI LILLY & CO · COM CUSIP — src ↗	$12.7M	13,815
ELI LILLY & CO · COM CUSIP — src ↗	$92.0K	100

$12.8M

13,915

—

0.5%

—

KLACverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for KLA CORP, as it reported them
KLA CORP · COM NEW CUSIP — src ↗	$12.7M	8,655
KLA CORP · COM NEW CUSIP — src ↗	$35.3K	24

$12.8M

8,679

—

0.5%

—

INVESTMENT MANAGERS SER TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for INVESTMENT MANAGERS SER TR, as it reported them
INVESTMENT MANAGERS SER TR · WCM FCS GW INSTL CUSIP 461418444 src ↗	$12.3M	499,735
INVESTMENT MANAGERS SER TR · WCM FCS GW INSTL CUSIP 461418444 src ↗	$48.4K	1,968

$12.3M

501,703

—

0.4%

—

TSLAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for TESLA INC, as it reported them
TESLA INC · COM CUSIP — src ↗	$11.3M	30,413
TESLA INC · COM CUSIP — src ↗	$128K	343

$11.4M

30,756

—

0.4%

—

ISHARES TR

2 positions · 2 reported rows

Rows FULTON BANK, N.A. reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$9.9M	109,781
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$916K	4,773

$10.9M

114,554

—

0.4%

—

ABBVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ABBVIE INC, as it reported them
ABBVIE INC · COM CUSIP — src ↗	$10.4M	47,918
ABBVIE INC · COM CUSIP — src ↗	$144K	664

$10.6M

48,582

—

0.4%

—

XOMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for EXXON MOBIL CORP, as it reported them
EXXON MOBIL CORP · COM CUSIP — src ↗	$10.1M	59,524
EXXON MOBIL CORP · COM CUSIP — src ↗	$15.6K	92

$10.1M

59,616

—

0.4%

—

VANGUARD SPECIALIZED FUNDS

2 positions · 3 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD SPECIALIZED FUNDS, as it reported them
VANGUARD SPECIALIZED FUNDS · DIV GRW FD CUSIP — src ↗	$8.8M	303,326
VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP — src ↗	$1.1M	4,913
VANGUARD SPECIALIZED FUNDS · DIV GRW FD CUSIP — src ↗	$45.9K	1,583

$9.9M

309,822

—

0.3%

—

NFLXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC.

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for NETFLIX INC., as it reported them
NETFLIX INC. · COM CUSIP — src ↗	$9.7M	101,325
NETFLIX INC. · COM CUSIP — src ↗	$89.4K	930

$9.8M

102,255

—

0.3%

—

Vverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for VISA INC, as it reported them
VISA INC · COM CL A CUSIP — src ↗	$9.5M	31,424
VISA INC · COM CL A CUSIP — src ↗	$178K	590

$9.7M

32,014

—

0.3%

—

BRK-Bverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL

src ↗

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-04-24 +24d

$9.5M

19,753

—

0.3%

—

CVXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for CHEVRON CORPORATION, as it reported them
CHEVRON CORPORATION · COM CUSIP — src ↗	$9.4M	45,402
CHEVRON CORPORATION · COM CUSIP — src ↗	$17.8K	86

$9.4M

45,488

—

0.3%

—

MRKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MERCK & CO INC, as it reported them
MERCK & CO INC · COM CUSIP — src ↗	$9.3M	77,688
MERCK & CO INC · COM CUSIP — src ↗	$51.0K	424

$9.4M

78,112

—

0.3%

—

JOHN HANCOCK FDS III

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for JOHN HANCOCK FDS III, as it reported them
JOHN HANCOCK FDS III · DSPLN VAL FD I CUSIP 47803U640 src ↗	$9.3M	371,424
JOHN HANCOCK FDS III · DSPLN VAL FD I CUSIP 47803U640 src ↗	$17.2K	683

$9.4M

372,107

—

0.3%

—

J P MORGAN EXCHANGE TRADED F

2 positions · 3 reported rows

Rows FULTON BANK, N.A. reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · INTRNL RES EQT CUSIP 46641Q134 src ↗	$6.2M	82,460
J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 src ↗	$2.6M	50,490
J P MORGAN EXCHANGE TRADED F · INTRNL RES EQT CUSIP 46641Q134 src ↗	$78.2K	1,033

$8.9M

133,983

—

0.3%

—

CSCOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for CISCO SYS INC, as it reported them
CISCO SYS INC · COM CUSIP — src ↗	$8.8M	113,677
CISCO SYS INC · COM CUSIP — src ↗	$43.3K	558

$8.9M

114,235

—

0.3%

—

HDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for HOME DEPOT INC, as it reported them
HOME DEPOT INC · COM CUSIP — src ↗	$8.4M	25,457
HOME DEPOT INC · COM CUSIP — src ↗	$114K	347

$8.5M

25,804

—

0.3%

—

JNJverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COM CUSIP — src ↗	$8.2M	33,559
JOHNSON & JOHNSON · COM CUSIP — src ↗	$25.7K	105

$8.2M

33,664

—

0.3%

—

AMATverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for APPLIED MATLS INC, as it reported them
APPLIED MATLS INC · COM CUSIP — src ↗	$8.0M	23,323
APPLIED MATLS INC · COM CUSIP — src ↗	$152K	445

$8.1M

23,768

—

0.3%

—

COSTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for COSTCO WHOLESALE CORPORATION, as it reported them
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$7.9M	7,975
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$76.7K	77

$8.0M

8,052

—

0.3%

—

VZverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for VERIZON COMMUNICATIONS INC, as it reported them
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$7.7M	152,475
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$38.4K	764

$7.7M

153,239

—

0.3%

—

VICTORY PORTFOLIOS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for VICTORY PORTFOLIOS, as it reported them
VICTORY PORTFOLIOS · TRIVALENT SMCP I CUSIP 92647K309 src ↗	$7.6M	372,163
VICTORY PORTFOLIOS · TRIVALENT SMCP I CUSIP 92647K309 src ↗	$38.4K	1,882

$7.6M

374,045

—

0.3%

—

APHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP

src ↗

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-04-24 +24d

$7.6M

60,181

—

0.3%

—

GOLDMAN SACHS TR

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for GOLDMAN SACHS TR, as it reported them
GOLDMAN SACHS TR · INTL SCINS INSTL CUSIP 38144N593 src ↗	$7.2M	434,504
GOLDMAN SACHS TR · INTL SCINS INSTL CUSIP 38144N593 src ↗	$37.6K	2,260

$7.3M

436,764

—

0.3%

—

WMTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for WALMART INC, as it reported them
WALMART INC · COM CUSIP — src ↗	$7.0M	56,117
WALMART INC · COM CUSIP — src ↗	$23.9K	192

$7.0M

56,309

—

0.2%

—

ORCLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ORACLE CORP, as it reported them
ORACLE CORP · COM CUSIP — src ↗	$6.7M	45,308
ORACLE CORP · COM CUSIP — src ↗	$84.6K	575

$6.7M

45,883

—

0.2%

—

TJXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for TJX COS INC NEW, as it reported them
TJX COS INC NEW · COM CUSIP — src ↗	$6.6M	41,178
TJX COS INC NEW · COM CUSIP — src ↗	$73.9K	463

$6.7M

41,641

—

0.2%

—

ISHARES INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$6.6M	94,236
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$54.5K	782

$6.6M

95,018

—

0.2%

—

VANGUARD SCOTTSDALE FDS

4 positions · 4 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$3.3M	34,839
VANGUARD SCOTTSDALE FDS · VNG RUS1000GRW CUSIP 92206C680 src ↗	$1.8M	16,595
VANGUARD SCOTTSDALE FDS · VNG RUS3000IDX CUSIP 92206C599 src ↗	$707K	2,458
VANGUARD SCOTTSDALE FDS · VNG RUS1000IDX CUSIP 92206C730 src ↗	$486K	1,646

$6.3M

55,538

—

0.2%

—

URIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED RENTALS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for UNITED RENTALS INC, as it reported them
UNITED RENTALS INC · COM CUSIP — src ↗	$6.1M	8,422
UNITED RENTALS INC · COM CUSIP — src ↗	$135K	185

$6.3M

8,607

—

0.2%

—

ADVISORS INNER CIRCLE FD

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ADVISORS INNER CIRCLE FD, as it reported them
ADVISORS INNER CIRCLE FD · EDGWD GRW INST CUSIP 0075W0759 src ↗	$5.9M	217,427
ADVISORS INNER CIRCLE FD · EDGWD GRW INST CUSIP 0075W0759 src ↗	$25.3K	926

$6.0M

218,353

—

0.2%

—

IBMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for INTERNATIONAL BUSINESS MACHS, as it reported them
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$5.9M	24,275
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$33.4K	138

$5.9M

24,413

—

0.2%

—

RTXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for RTX CORPORATION, as it reported them
RTX CORPORATION · COM CUSIP — src ↗	$5.6M	29,070
RTX CORPORATION · COM CUSIP — src ↗	$45.3K	235

$5.7M

29,305

—

0.2%

—

PNCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PNC FINL SVCS GROUP INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for PNC FINL SVCS GROUP INC, as it reported them
PNC FINL SVCS GROUP INC · COM CUSIP — src ↗	$5.6M	26,805
PNC FINL SVCS GROUP INC · COM CUSIP — src ↗	$13.1K	63

$5.6M

26,868

—

0.2%

—

MUverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MICRON TECHNOLOGY INC, as it reported them
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$5.3M	15,660
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$68.9K	204

$5.4M

15,864

—

0.2%

—

PMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for PHILIP MORRIS INTL INC, as it reported them
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$5.3M	31,866
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$89.1K	539

$5.4M

32,405

—

0.2%

—

BACverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for BANK AMERICA CORP, as it reported them
BANK AMERICA CORP · COM CUSIP — src ↗	$5.3M	108,616
BANK AMERICA CORP · COM CUSIP — src ↗	$37.1K	760

$5.3M

109,376

—

0.2%

—

MCKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MCKESSON CORP, as it reported them
MCKESSON CORP · COM CUSIP — src ↗	$5.2M	6,055
MCKESSON CORP · COM CUSIP — src ↗	$90.0K	104

$5.3M

6,159

—

0.2%

—

PWRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for QUANTA SVCS INC, as it reported them
QUANTA SVCS INC · COM CUSIP — src ↗	$5.2M	9,525
QUANTA SVCS INC · COM CUSIP — src ↗	$18.1K	33

$5.2M

9,558

—

0.2%

—

AMGNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for AMGEN INC, as it reported them
AMGEN INC · COM CUSIP — src ↗	$5.1M	14,445
AMGEN INC · COM CUSIP — src ↗	$42.6K	121

$5.1M

14,566

—

0.2%

—

KOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for COCA COLA CO, as it reported them
COCA COLA CO · COM CUSIP — src ↗	$4.9M	64,808
COCA COLA CO · COM CUSIP — src ↗	$56.0K	736

$5.0M

65,544

—

0.2%

—

VANGUARD FENWAY FDS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD FENWAY FDS, as it reported them
VANGUARD FENWAY FDS · EQTY INCM ADML CUSIP 921921300 src ↗	$4.7M	50,258
VANGUARD FENWAY FDS · EQTY INCM ADML CUSIP 921921300 src ↗	$238K	2,542

$4.9M

52,800

—

0.2%

—

TOTALENERGIES SE

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for TOTALENERGIES SE, as it reported them
TOTALENERGIES SE · ACT CUSIP — src ↗	$4.8M	52,662
TOTALENERGIES SE · ACT CUSIP — src ↗	$20.3K	223

$4.8M

52,885

—

0.2%

—

FEDERATED HERMES EQUITY FDS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for FEDERATED HERMES EQUITY FDS, as it reported them
FEDERATED HERMES EQUITY FDS · FH STRA DVD IS CUSIP 314172560 src ↗	$4.7M	672,384
FEDERATED HERMES EQUITY FDS · FH STRA DVD IS CUSIP 314172560 src ↗	$51.0K	7,357

$4.7M

679,741

—

0.2%

—

DISverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for DISNEY WALT CO, as it reported them
DISNEY WALT CO · COM CUSIP — src ↗	$4.5M	46,373
DISNEY WALT CO · COM CUSIP — src ↗	$69.0K	716

$4.5M

47,089

—

0.2%

—

SELECT SECTOR SPDR TR

5 positions · 8 reported rows

Rows FULTON BANK, N.A. reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$1.6M	31,528
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$933K	8,420
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$895K	14,610
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$820K	17,868
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$243K	2,228
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$38.2K	764
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$17.8K	290
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$4.6K	42

$4.5M

75,750

—

0.2%

—

NATIONWIDE MUT FDS NEW

src ↗

NATIONWIDE MUT FDS NEW · GNSCG INST SVC CUSIP 63868B658
2026-03-31 filed 2026-04-24 +24d

$4.3M

58,930

—

0.2%

—

PEPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for PEPSICO INC, as it reported them
PEPSICO INC · COM CUSIP — src ↗	$4.3M	27,628
PEPSICO INC · COM CUSIP — src ↗	$30.3K	195

$4.3M

27,823

—

0.2%

—

VANGUARD STAR FDS

3 positions · 3 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD STAR FDS, as it reported them
VANGUARD STAR FDS · TL INT STK IDX CUSIP 921909818 src ↗	$2.9M	71,123
VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768 src ↗	$1.0M	13,408
VANGUARD STAR FDS · GROWTH PTFL CUSIP 921909503 src ↗	$328K	6,558

$4.3M

91,089

—

0.2%

—

MSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for MORGAN STANLEY, as it reported them
MORGAN STANLEY · COM NEW CUSIP — src ↗	$4.1M	25,044
MORGAN STANLEY · COM NEW CUSIP — src ↗	$109K	665

$4.2M

25,709

—

0.1%

—

MORGAN STANLEY ETF TRUST

src ↗

MORGAN STANLEY ETF TRUST · EATON VANCE INCO CUSIP 61774R817
2026-03-31 filed 2026-04-24 +24d

$4.2M

84,971

—

0.1%

—

QQQverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR

src ↗

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-04-24 +24d

$4.2M

7,239

—

0.1%

—

FIDELITY CONCORD STR TR

2 positions · 2 reported rows

Rows FULTON BANK, N.A. reported for FIDELITY CONCORD STR TR, as it reported them
FIDELITY CONCORD STR TR · 500 INDEX FUND CUSIP 315911750 src ↗	$3.9M	17,321
FIDELITY CONCORD STR TR · INTL IDX FD CUSIP 315911727 src ↗	$225K	3,668

$4.2M

20,989

—

0.1%

—

COPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for CONOCOPHILLIPS, as it reported them
CONOCOPHILLIPS · COM CUSIP — src ↗	$4.0M	30,055
CONOCOPHILLIPS · COM CUSIP — src ↗	$79.1K	599

$4.0M

30,654

—

0.1%

—

TIDAL TRUST II

src ↗

TIDAL TRUST II · HILTON SMALL-MID CUSIP 88636J675
2026-03-31 filed 2026-04-24 +24d

$4.0M

147,832

—

0.1%

—

CMIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for CUMMINS INC, as it reported them
CUMMINS INC · COM CUSIP — src ↗	$3.9M	7,182
CUMMINS INC · COM CUSIP — src ↗	$71.6K	133

$3.9M

7,315

—

0.1%

—

FEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIRSTENERGY CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for FIRSTENERGY CORP, as it reported them
FIRSTENERGY CORP · COM CUSIP — src ↗	$3.8M	74,468
FIRSTENERGY CORP · COM CUSIP — src ↗	$71.4K	1,410

$3.8M

75,878

—

0.1%

—

VANECK ETF TRUST

src ↗

VANECK ETF TRUST · INTRMDT MUNI ETF CUSIP 92189H201
2026-03-31 filed 2026-04-24 +24d

$3.8M

82,161

—

0.1%

—

HONverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for HONEYWELL INTL INC, as it reported them
HONEYWELL INTL INC · COM CUSIP — src ↗	$3.7M	16,390
HONEYWELL INTL INC · COM CUSIP — src ↗	$106K	467

$3.8M

16,857

—

0.1%

—

LRCXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for LAM RESEARCH CORP, as it reported them
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$3.7M	17,352
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$35.7K	167

$3.7M

17,519

—

0.1%

—

VANGUARD INTL EQUITY INDEX F

3 positions · 4 reported rows

Rows FULTON BANK, N.A. reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · EMRGMKT IDX FD CUSIP 922042841 src ↗	$2.6M	58,712
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$803K	14,852
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$303K	4,039
VANGUARD INTL EQUITY INDEX F · EMRGMKT IDX FD CUSIP 922042841 src ↗	$23.5K	528

$3.7M

78,131

—

0.1%

—

LOWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for LOWES COS INC, as it reported them
LOWES COS INC · COM CUSIP — src ↗	$3.7M	15,548
LOWES COS INC · COM CUSIP — src ↗	$16.1K	68

$3.7M

15,616

—

0.1%

—

VANGUARD MUN BD FDS

src ↗

VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746
2026-03-31 filed 2026-04-24 +24d

$3.6M

71,349

—

0.1%

—

ANETverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC

1 position · 2 reported rows

Rows FULTON BANK, N.A. reported for ARISTA NETWORKS INC, as it reported them
ARISTA NETWORKS INC · COM SHS CUSIP — src ↗	$3.5M	28,794
ARISTA NETWORKS INC · COM SHS CUSIP — src ↗	$17.6K	143

$3.6M

28,937

—

0.1%

—

HARDING LOEVNER FDS INC

3 positions · 4 reported rows

Rows FULTON BANK, N.A. reported for HARDING LOEVNER FDS INC, as it reported them
HARDING LOEVNER FDS INC · INTL EQUITY PR CUSIP 412295107 src ↗	$2.1M	75,625
HARDING LOEVNER FDS INC · GLOB EQT PT INST CUSIP 412295602 src ↗	$1.1M	37,826
HARDING LOEVNER FDS INC · INSTINAL EMMRKT CUSIP 412295701 src ↗	$149K	13,647
HARDING LOEVNER FDS INC · INTL EQUITY PR CUSIP 412295107 src ↗	$88.4K	3,168

$3.5M

130,266

—

0.1%

—

every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).