FULTON BANK, N.A.
Q3 2026 13F-HR Holdings
Net value change ($000)
+16,175
(0.5%)
New positions
35
Sold out positions
46
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2026
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)
| DFA INVT DIMENSIONS GROUP IN | 44,486 | NEW |
| FXAIX | 37,271 | 597.9% |
| NVDA | 17,316 | 25.3% |
| MSFT | 13,231 | 30.9% |
| IEMG | 11,354 | 113.0% |
| AMERICAN CENTY ETF TR | 11,238 | NEW |
| EXXONMOBIL HOLDINGS CORP | 9,407 | NEW |
| WCMIX | 8,697 | 50.2% |
| META | 6,904 | 27.3% |
| AVLV | 6,800 | 97.8% |
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 |
|---|