FULTON BANK, N.A.

hedge fundUpdated 5 days ago

Managed by Fulton Bank, N.A. • Latest filing Q3 2026

Portfolio value

$3.3B

Q3 2026

Filings

5

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

14.9%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table

Period	Portfolio value
Q3 2025	$2.9B
Q4 2025	$2.9B
Q1 2026	$2.8B
Q2 2026	$3.3B
Q3 2026	$3.3B

Top holdings

946 positions as of Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A VANGUARD INSTL INDEX FD	$214.5M	350.2K	6.52%	Added(+26329.1%)
2	? N/A T ROWE PRICE EQUITY FUNDS IN	$91.1M	1.02M	2.77%	Added(+15789.8%)
3	? N/A VANGUARD INDEX FDS	$86.1M	121.9K	2.62%	Added(+0.8%)
4	N NVDA History → NVIDIA CORPORATION	$84.1M	368.3K	2.56%	Added(+5286.2%)
5	A AAPL History → APPLE INC	$82.9M	248.9K	2.52%	Added(+7159.2%)
6	? N/A JPMORGAN TR I	$78.7M	1.82M	2.39%	Added(+15136.6%)
7	? N/A SMEAD FDS TR	$73.6M	759.5K	2.24%	Added(+7866.1%)
8	? N/A WORLD FDS TR	$71.1M	2.67M	2.16%	Added(+16443.9%)
9	? N/A GOLDMAN SACHS TR II	$70.1M	2.92M	2.13%	Added(+7202.6%)
10	? N/A TIAA-CREF FUND	$68.9M	852.0K	2.10%	Added(+19604.2%)
11	M MSFT History → MICROSOFT CORP	$55.3M	107.8K	1.68%	Added(+7097.3%)
12	E ETHA History → ISHARES TR	$54.7M	71.5K	1.66%	Added(+15785.6%)
13	? N/A PRINCIPAL FDS INC	$50.7M	1.33M	1.54%	Added(+4752.8%)
14	? N/A VANGUARD INDEX FDS	$46.5M	167.0K	1.41%	Added(+3697.3%)
15	V VGES History → VANGUARD INDEX FDS	$46.2M	65.8K	1.40%	Added(+57159.1%)
16	? N/A VANGUARD TAX-MANAGED FDS	$44.2M	1.95M	1.34%	Added(+4710.8%)
17	? N/A DFA INVT DIMENSIONS GROUP IN	$43.5M	1.04M	1.32%	—
18	? N/A FIDELITY CONCORD STR TR	$43.5M	163.2K	1.32%	Added(+584.0%)
19	? N/A VANGUARD INDEX FDS	$43.1M	110.9K	1.31%	Added(+6812.3%)
20	? N/A CAUSEWAY CAP MGMT TR	$41.7M	1.70M	1.27%	Added(+27056.3%)

?

1.N/A

VANGUARD INSTL INDEX FD

+26329.1%

Value

$214.5M

Shares

350.2K

% Port

6.52%

?

2.N/A

T ROWE PRICE EQUITY FUNDS IN

+15789.8%

Value

$91.1M

Shares

1.02M

% Port

2.77%

?

3.N/A

VANGUARD INDEX FDS

+0.8%

Value

$86.1M

Shares

121.9K

% Port

2.62%

N

4.NVDA History →

NVIDIA CORPORATION

+5286.2%

Value

$84.1M

Shares

368.3K

% Port

2.56%

A

5.AAPL History →

APPLE INC

+7159.2%

Value

$82.9M

Shares

248.9K

% Port

2.52%

?

6.N/A

JPMORGAN TR I

+15136.6%

Value

$78.7M

Shares

1.82M

% Port

2.39%

?

7.N/A

SMEAD FDS TR

+7866.1%

Value

$73.6M

Shares

759.5K

% Port

2.24%

?

8.N/A

WORLD FDS TR

+16443.9%

Value

$71.1M

Shares

2.67M

% Port

2.16%

?

9.N/A

GOLDMAN SACHS TR II

+7202.6%

Value

$70.1M

Shares

2.92M

% Port

2.13%

?

10.N/A

TIAA-CREF FUND

+19604.2%

Value

$68.9M

Shares

852.0K

% Port

2.10%

M

11.MSFT History →

MICROSOFT CORP

+7097.3%

Value

$55.3M

Shares

107.8K

% Port

1.68%

E

12.ETHA History →

ISHARES TR

+15785.6%

Value

$54.7M

Shares

71.5K

% Port

1.66%

?

13.N/A

PRINCIPAL FDS INC

+4752.8%

Value

$50.7M

Shares

1.33M

% Port

1.54%

?

14.N/A

VANGUARD INDEX FDS

+3697.3%

Value

$46.5M

Shares

167.0K

% Port

1.41%

V

15.VGES History →

VANGUARD INDEX FDS

+57159.1%

Value

$46.2M

Shares

65.8K

% Port

1.40%

?

16.N/A

VANGUARD TAX-MANAGED FDS

+4710.8%

Value

$44.2M

Shares

1.95M

% Port

1.34%

?

17.N/A

DFA INVT DIMENSIONS GROUP IN

Value

$43.5M

Shares

1.04M

% Port

1.32%

?

18.N/A

FIDELITY CONCORD STR TR

+584.0%

Value

$43.5M

Shares

163.2K

% Port

1.32%

?

19.N/A

VANGUARD INDEX FDS

+6812.3%

Value

$43.1M

Shares

110.9K

% Port

1.31%

?

20.N/A

CAUSEWAY CAP MGMT TR

+27056.3%

Value

$41.7M

Shares

1.70M

% Port

1.27%

View full portfolio (946 holdings) →

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