FULTON BANK, N.A.

Q1 2026 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
656
Total value ($000)
$2,837,027
Net value change ($000)
-56,924 (-2.0%)
New positions
30
Sold out positions
42
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
JIRE 6,324 NEW
IBTH 5,981 72.9%
SFLNX 5,644 27.2%
WCMIX 4,640 60.4%
IEMG 4,276 181.8%
SVFYX 4,032 6.0%
CVX 3,220 52.0%
BKDV 3,111 NEW
GLIFX 3,033 14.5%
VTMGX 2,549 6.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -15,146 -25.7%
TRLGX -8,179 -9.3%
VFIAX -6,249 -7.6%
VIGAX -5,537 -12.3%
AAPL -5,482 -7.3%
CIVIX -5,219 -12.3%
NVDA -5,207 -8.2%
JLGMX -5,164 -12.7%
VINIX -5,085 -2.5%
TILIX -4,869 -7.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type