FULTON BANK, N.A.

Q4 2025 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
12/31/2025
Date filed
1/8/2026
Form type
13F-HR
Num holdings
668
Total value ($000)
$2,893,951
Net value change ($000)
+32,394 (1.1%)
New positions
44
Sold out positions
43
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IBTH 8,203 NEW
AAPL 5,739 8.3%
VINIX 5,160 2.6%
LLY 4,958 51.1%
VOO 4,592 11.1%
XAGG 4,458 NEW
IVV 4,258 11.8%
GOOGL 3,954 13.7%
GOOGL 3,702 21.1%
TOTALENERGIES SE 3,471 NEW
Top Reduces (Value $000, Stocks/ETFs)
FULT -9,063 -28.1%
TRLGX -7,866 -8.2%
EGFIX -5,954 -41.4%
UBVLX -4,965 -15.1%
MORGAN STANLEY INCOME OPPORTUNITIES FUND -4,459 -100.0%
PMAQX -4,144 -6.9%
VDIGX -3,994 -23.3%
SVFYX -3,797 -5.4%
JGASX -3,764 -4.8%
AFVZX -3,760 -4.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type